Add-on Acquisition • Insurance

National Associates Acquires Crest Retirement

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

Acquisition Context

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.

Explore All 5492 Add-on Acquisition Insurance Deals - Search the Database Free

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

Target Company

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.

Explore More Deals

Browse All 215,156 Deals

FILTER BY

Buyer Type (PE or Strategic)
Deal Size ($10M to $10B+)
Sector (60 Sectors)
Deal Type
Geography
& More

Search Free

Buyer Overview 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 Context for Buyer	#
Overall	1 of 1
Sector: Insurance	1 of 1
Type: Add-on Acquisition	1 of 1
State: Ohio	1 of 1
Country: United States	1 of 1
Year: 2024	1 of 1

Explore Related M&A Activity

Insurance M&A - Add-on Acquisition M&A Deals - Ohio M&A - United States M&A - 2024 M&A