M&A Deal Summary

Economic Group Pension Services Acquires Malcolm Thompson & Associates

On September 30, 2021, Economic Group Pension Services acquired insurance company Malcolm Thompson & Associates

Acquisition Highlights
  • This is Economic Group Pension Services’ 3rd transaction in the Insurance sector.
  • This is Economic Group Pension Services’ 3rd transaction in the United States.
  • This is Economic Group Pension Services’ 1st transaction in Texas.

M&A Deal Summary

Date 2021-09-30
Target Malcolm Thompson & Associates
Sector Insurance
Buyer(s) Economic Group Pension Services
Deal Type Add-on Acquisition

Target

Malcolm Thompson & Associates

Houston, Texas, United States
Malcolm Thompson and Associates has been providing customized retirement plan design and administration to clients. Malcolm Thompson & Associates was formed in 1981 and is based in Houston, Texas.

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Buyer(S) 1

Buyer

Economic Group Pension Services

New York, New York, United States

Category Company
Founded 1971
Sector Insurance
Employees3,400
DESCRIPTION

Economic Group Pension Services is an independent consulting firm that designs and administers retirement plans.


DEAL STATS #
Overall 3 of 3
Sector: Insurance M&A 3 of 3
Type: Add-on Acquisition M&A Deals 3 of 3
State: Texas M&A 1 of 1
Country: United States M&A 3 of 3
Year: 2021 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-02-12 Qualified Plan Solutions LC

Wichita, Kansas, United States

Qualified Plan Solutions LC is a provider of an administrative retirement plan services. Qualified Plan Solutions was founded in 2002 and is based in Wichita, Kansas.

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