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  6. Pensionmark Acquires Xponential Growth Solutions

M&A Deal Summary

Pensionmark Acquires Xponential Growth Solutions

On April 18, 2023, Pensionmark acquired business services company Xponential Growth Solutions

Acquisition Highlights
  • This is Pensionmark’s 1st transaction in the Business Services sector.
  • This is Pensionmark’s 1st transaction in the United States.
  • This is Pensionmark’s 1st transaction in California.

M&A Deal Summary
Date 2023-04-18
Target Xponential Growth Solutions
Sector Business Services
Buyer(s) Pensionmark
Deal Type Add-on Acquisition

Target

Xponential Growth Solutions

San Diego, California, United States
Xponential Growth Solutions is an independent company that provides retirement benefits space dedicated to improving retirement plan management and ultimately, employee outcomes via unbiased educational workshops, certified online courses, local training events, and customized tools. Serving retirement and benefit plan sponsors and fiduciaries, HR professionals, and financial professionals, the firm has consistently led the industry in their ability to connect the right prospects to the right advisors. Xponential Growth Solutions was formed in 2009 and is based in San Diego, California.

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Buyer(S) 1

Buyer

Pensionmark

Santa Barbara, California, United States
Category Company
Founded 1988
Sector Financial Services
DESCRIPTION

Pensionmark network represents more than 320 advisors and staff across 65 U.S. locations with more than 4,000 retirement plan clients. The Pensionmark network of retirement specialists includes defined contribution, defined benefit, terminal funding, not-for-profit, wealth management and executive/deferred compensation specialists. Pensionmark was founded in 1988 and is based in Santa Barbara, California.

DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2023 M&A 1 of 1
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