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%).
24 E. Cota Street, Suite 200,
Santa Barbara, California
93101
United States,
(888) 201-5488
www.pensionmark.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2023-04-18 |
Xponential Growth Solutions · Business Services
San Diego, California · www.xgrowthsolutions.com Xponential Growth Solutions is an independent company that provides retirement benefits space dedicated to improving retirement plan management and ultimately, employee outcomes via unbiased educational workshops, certified online courses, local training events, and customized tools. Serving retirement and benefit plan sponsors and fiduciaries, HR professionals, and financial professionals, the firm has consistently led the industry in their ability to connect the right prospects to the right advisors. Xponential Growth Solutions was formed in 2009 and is based in San Diego, California. |
- | Add-on Acquisition | - |
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