Pensionmark - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Pensionmark M&A Summary

Pensionmark has acquired 1 company of its own, including 1 in the last 5 years.

Pensionmark has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Pensionmark Ownership

Who owns Pensionmark?

Pensionmark is owned by World Insurance Associates. It was acquired on March 16, 2022.

Pensionmark Business Overview

Where is Pensionmark headquartered?

Pensionmark is headquartered in Santa Barbara, California.

What sector is Pensionmark in?

Pensionmark is a financial services company.

When was Pensionmark founded?

Pensionmark was founded in 1988.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Pensionmark

Pensionmark Financial Group LLC

24 E. Cota Street, Suite 200,
Santa Barbara, California 93101
United States,
(888) 201-5488
www.pensionmark.com

Pensionmark network represents more than 320 advisors and staff across 65 U.S. locations with more than 4,000 retirement plan clients. The Pensionmark network of retirement specialists includes defined contribution, defined benefit, terminal funding, not-for-profit, wealth management and executive/deferred compensation specialists. Pensionmark was founded in 1988 and is based in Santa Barbara, California.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
X Growth Solutions LLC 2023-04-18 - Add-on Acquisition
San Diego, California · www.xgrowthsolutions.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  California 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

1988

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