M&A Deal Summary |
|
|---|---|
| Date | 2020-04-20 |
| Target | Venuti & Associates |
| Sector | Business Services |
| Buyer(s) | Northwest Plan Services |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1994 |
| Sector | Business Services |
Northwest Plan Services, Inc. is an independent recordkeeper and administrator of retirement plans. The Company provides a comprehensive suite of services for 401(k), profit sharing, defined contribution plans, defined benefit pension plans, and other plan types. In addition to recordkeeping, administration, compliance and participant services, the Company provides consulting, employee communication and actuarial services to a client base ranging from small to medium-sized companies having 50 to 500 employees to large, S&P 500 clients with tens of thousands of employees. Northwest Plan Services was formed in 1994 and is based in Seattle, Washington.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Business Services M&A | 3 of 3 |
| Type: Add-on Acquisition M&A Deals | 3 of 3 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2020 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-08-09 |
Trautmann Maher and Associates
Mill Creek, Washington, United States Trautmann, Maher and Associates is a provider of open architecture retirement plan solutions, offering recordkeeping, administration and actuarial services to over 175 retirement clients. |
Buy | - |
