M&A Deal Summary

B.O.S.S. Retirement Solutions Acquires Becker Retirement Group

On June 30, 2022, B.O.S.S. Retirement Solutions acquired financial services company Becker Retirement Group

Acquisition Highlights
  • This is B.O.S.S. Retirement Solutions’ 1st transaction in the Financial Services sector.
  • This is B.O.S.S. Retirement Solutions’ 1st transaction in the United States.
  • This is B.O.S.S. Retirement Solutions’ 1st transaction in Washington.

M&A Deal Summary
Date 2022-06-30
Target Becker Retirement Group
Sector Financial Services
Buyer(s) B.O.S.S. Retirement Solutions
Deal Type Add-on Acquisition

Target

Becker Retirement Group

Bellevue, Washington, United States
Becker Retirement Group is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products, based in Bellevue, Washington.

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Buyer(S) 1

Buyer

B.O.S.S. Retirement Solutions

Lehi, Utah, United States
Category Company
Founded 2008
Sector Financial Services
DESCRIPTION

B.O.S.S. Retirement Solutions is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products. B.O.S.S. Retirement Solutions was founded in 2008 and is based in Lehi, Utah.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Washington) 1 of 1
Country (United States) 1 of 1
Year (2022) 1 of 1
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