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| Category | Company |
|---|---|
| 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 | # |
|---|---|
| Overall | 19 of 39 |
| Sector (Insurance) | 4 of 8 |
| Type (Add-on Acquisition) | 18 of 34 |
| State (Georgia) | 2 of 2 |
| Country (United States) | 19 of 39 |
| Year (2018) | 9 of 17 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-06-19 |
SES Advisors
Philadelphia, Pennsylvania, United States SES Advisors, Inc. specializes in employee stock ownership plan (ESOP) administration, consulting, and recordkeeping services. The firm, which is based Valparaiso, Indiana, helps companies administer ESOP plans by balancing the needs of owners and employees to create successful, sustainable employee ownership outcomes. SES Advisors takes a uniquely strategic and responsible approach that maximizes value for owners, their companies, and their employees. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-06-27 |
QBI
Woodland Hills, California, United States QBI LLC is an administrators of defined contribution and defined benefit plans. QBI was founded in 1978 and is based in Woodland Hill, California. |
Buy | - |
