M&A Deal Summary |
|
|---|---|
| Date | 2020-02-12 |
| Target | Qualified Plan Solutions LC |
| Sector | Insurance |
| Buyer(s) | Economic Group Pension Services |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1971 |
| Sector | Insurance |
| Employees | 3,400 |
Economic Group Pension Services is an independent consulting firm that designs and administers retirement plans.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector (Insurance) | 2 of 3 |
| Type (Add-on Acquisition) | 2 of 3 |
| State (Kansas) | 1 of 1 |
| Country (United States) | 2 of 3 |
| Year (2020) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-18 |
SMI Pensions
San Diego, California, United States SMI Pensions is a consulting and administration firm that specializes in the design and administration of qualified retirement plans. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-30 |
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. |
Buy | - |
