M&A Deal Summary

ExpertPlan Acquires Actuarial Enterprises

On January 13, 2009, ExpertPlan acquired business services company Actuarial Enterprises

Acquisition Highlights
  • This is ExpertPlan’s 1st transaction in the Business Services sector.
  • This is ExpertPlan’s 1st transaction in the United States.
  • This is ExpertPlan’s 1st transaction in Pennsylvania.

M&A Deal Summary
Date 2009-01-13
Target Actuarial Enterprises
Sector Business Services
Buyer(s) ExpertPlan
Deal Type Add-on Acquisition

Target

Actuarial Enterprises

Newtown, Pennsylvania, United States
Actuarial Enterprises, Inc. is a third party administrator for insurance companies and banks.

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Buyer(S) 1

Buyer

ExpertPlan

East Windsor, New Jersey, United States

website

Category Company
Founded 1999
Sector Financial Services
DESCRIPTION

ExpertPlan Inc. providing private-label retirement solutions to the financial services industry. The company's Web-based 401(k) platform enables ExpertPlan's clients in the financial services industry to service small companies in a more cost-effective and user-friendly manner and provide a broader array of product choices.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Pennsylvania) 1 of 1
Country (United States) 1 of 1
Year (2009) 1 of 1
Mergr

Product

Company

Legal