Smart - M&A Summary and Business Overview

Information TechnologyCompany

Smart M&A Summary

Smart has acquired 1 company, including 1 in the last 5 years. A total of 1 acquisition came from private equity firms.

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

Smart Business Overview

Where is Smart headquartered?

Smart is headquartered in Nashville, Tennessee.

What sector is Smart in?

Smart is an information technology company.

When was Smart founded?

Smart was founded in 2014.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 2

Smart

Smart Pension Ltd.

209 10th Avenue South, Suite 525,
Nashville, Tennessee 37203
United States,
www.smartretire.com

Smart is a global retirement technology provider that offers modular ways for financial institutions, including recordkeepers, advisors, and asset managers to build scalable, customized retirement solutions. Smart was formed in 2014 and is based in Nashville, Tennessee.


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
Stadion Money Management LLC 2022-01-06 - Add-on Acquisition
Watkinsville, Georgia · www.stadionmoney.com
View All >>

M&A by Sector

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

By Geo

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

Top M&A Advisors

Financial Deals
Broadhaven Capital Partners LLC
1
Legal Deals
Polsinelli PC
1

M&A Connections

Deals
Acquired from
Investor(s)
100%
1 (100%)

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