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  6. National Associates Acquires Crest Retirement

M&A Deal Summary

National Associates Acquires Crest Retirement

On December 17, 2024, National Associates acquired insurance company Crest Retirement

Acquisition Highlights
  • This is National Associates’ 1st transaction in the Insurance sector.
  • This is National Associates’ 1st transaction in the United States.
  • This is National Associates’ 1st transaction in Ohio.

M&A Deal Summary
Date 2024-12-17
Target Crest Retirement
Sector Insurance
Buyer(s) National Associates
Deal Type Add-on Acquisition

Target

Crest Retirement

Dublin, Ohio, United States
Crest Retirement provides customized retirement plans and ongoing administrative services to small businesses. Crest Retirement was founded in 2014 and is based in Dublin, Ohio.

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Buyer(S) 1

Buyer

National Associates

Cleveland, Ohio, United States
Category Company
Founded 1946
Sector Insurance
DESCRIPTION

National Associates, Inc. is an independent third party employee benefit plan administration firm.

DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Ohio M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2024 M&A 1 of 1
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