ExpertPlan, Inc.

50 Millstone Road, Building 400, Suite 300,
East Windsor, New Jersey 08520
United States,
(609) 918-2500
www.expertplan.com

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.

M&A Summary

Buy vs Sell

Year ≤ '13 '14 '15 '16 '17 '18 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

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Sell # Total
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ExpertPlan was acquired by Ascensus on January 16, 2013.

ExpertPlan has acquired 1 company of its own.

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

When analyzing the financial services sector as a whole, according to Mergr, in the last 3 years, there are 471 financial services companies that have made at least 1 acquisition, 20 have acquired at least 5 companies, and 4 have acquired more than 10 companies. The most prolific strategic financial services acquirer over the past 3 years is Mercer Advisors, with 7 acquisitions. The most prolific private equity acquirer in the financial services sector over the past 3 years is Genstar Capital with 5 platform acquisitions.

Join Mergr and gain access to ExpertPlan’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.


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