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PCS Retirement Overview

Business ServicesCompany

Is PCS Retirement PE-backed?

Yes. PCS Retirement is owned by private equity investor Lee Equity Partners.

Was PCS Retirement formerly PE-backed?

Yes. PCS Retirement was formerly owned by 1 private investor.

Where is PCS Retirement headquartered?

PCS Retirement is headquartered in Beaverton, Oregon.

What sector is PCS Retirement in?

PCS Retirement is a business services company.

When was PCS Retirement founded?

PCS Retirement was founded in 2001.

PCS Retirement

PCS Retirement LLC

9450 SW Gemini Dr. PMB 65198,
Beaverton, Oregon 97008
United States,
(888) 671-4015
www.pcsretirement.com

PCS Retirement is a conflict-free retirement services platform automating the sale, design, valuation and management of retirement plans. PCS offers its services to over 800 channel partners to deliver a customizable platform ideally suited for registered investment advisors, independent broker dealers and investment management firms serving the retirement ecosystem. PCS Retirement was founded in 2001 and is based in Beaverton, Oregon.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # 1 1 - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Company Summary

SECTOR

Business Services

Established

2001

Former Name

Professional Capital Services LLC


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