M&A Deal Summary |
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Date | 2018-01-22 |
Target | Polycomp Trust |
Sector | Business Services |
Buyer(s) | Ascensus |
Deal Type | Add-on Acquisition |
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Category | Company |
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Founded | 1980 |
Sector | Business Services |
Ascensus is an independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most retirement, education, and healthcare. Ascensus was formed in 1980 and is based in Dresher, Pennsylvania.
DEAL STATS | # |
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Overall | 12 of 39 |
Sector (Business Services) | 7 of 24 |
Type (Add-on Acquisition) | 11 of 34 |
State (South Dakota) | 1 of 1 |
Country (United States) | 12 of 39 |
Year (2018) | 2 of 17 |
DATE | TARGET | DEAL TYPE | VALUE |
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2018-01-02 |
Dedicated Defined Benefit Services
Glendale, California, United States Dedicated Defined Benefit Services is a provider of benefit plans for high-income professionals, small businesses, and individuals with self-employment income. The firm pioneered the turnkey defined benefit plan, partnering with large financial firms to open streamlined, ready-to-use plans across the country. Dedicated Defined Benefit Services was founded in 2001 and is based in Glendale, California. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2018-01-25 |
Qualified Plans
Savannah, Georgia, United States Qualified Plans LLC provides plan design, consultation, compliance, and administration services for defined contribution and defined benefit plans. The firm’s relationship managers, who average over 20 years of industry experience, oversee every aspect of the retirement planning operation to ensure that plans are as efficient and effective as possible. |
Buy | - |