PCS Retirement - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

PCS Retirement M&A Summary

PCS Retirement has acquired 2 companies of its own, including 2 in the last 5 years. A total of 1 acquisition came from private equity firms.

PCS Retirement has acquired in 2 different US states. The Company’s most targeted sectors include business services (50%) and financial services (50%).

PCS Retirement Ownership

Who owns PCS Retirement?

PCS Retirement is owned by Lee Equity Partners. It was acquired on March 4, 2024.

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.

PCS Retirement Business Overview

Where is PCS Retirement headquartered?

PCS Retirement is headquartered in Philadelphia, Pennsylvania.

What sector is PCS Retirement in?

PCS Retirement is a business services company.

When was PCS Retirement founded?

PCS Retirement was founded in 2001.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

PCS Retirement

PCS Retirement LLC

1801 Market Street, Suite 1000 ,
Philadelphia, Pennsylvania 19103
United States,
(888) 671-4015
www.pcs401k.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 Philadelphia, Pennsylvania.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 - 1 - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Alliance Benefit Group Rocky Mountain 2021-01-05 - Add-on Acquisition
Midvale, Utah · www.abgrm.com
ASPire Financial Services LLC 2019-07-31 - Add-on Acquisition
St. Petersburg, Florida · www.aspirefinserv.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (50%) - - -
Financial Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Utah 1 - - -
  Florida 1 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Investor(s)
50%
1 (50%)

Company Summary

SECTOR

Business Services

Established

2001

Former Name

Professional Capital Services LLC

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