M&A Deal Summary

Prime Pensions Acquires Piper Pension & Profit Sharing

On October 1, 2024, Prime Pensions acquired business services company Piper Pension & Profit Sharing

Acquisition Highlights
  • This is Prime Pensions’ 6th transaction in the Business Services sector.
  • This is Prime Pensions’ 6th transaction in the United States.
  • This is Prime Pensions’ 3rd transaction in California.

M&A Deal Summary
Date 2024-10-01
Target Piper Pension & Profit Sharing
Sector Business Services
Buyer(s) Prime Pensions
Deal Type Add-on Acquisition

Target

Piper Pension & Profit Sharing

Los Angeles, California, United States
Piper Pension & Profit Sharing provides personalized retirement plan compliance and administration services to small and mid-sized businesses. Piper Pension & Profit Sharing was founded in 1994 and is based in Los Angeles, California.

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Buyer(S) 1

Buyer

Prime Pensions

Florham Park, New Jersey, United States
Category Company
Sector Business Services
DESCRIPTION

Prime Pensions is an independent provider of retirement plan compliance and administration services primarily to small and medium-sized businesses. Prime Pensions is not affiliated with any investment product provider and does not offer investment advice. Prime Pensions is based in Florham Park, New Jersey.

DEAL STATS #
Overall 6 of 6
Sector (Business Services) 6 of 6
Type (Add-on Acquisition) 6 of 6
State (California) 3 of 3
Country (United States) 6 of 6
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-15 Pension Benefits Unlimited

Irvine, California, United States

Pension Benefits Unlimited is a regional provider of third-party retirement plan compliance and administration services to small and medium-sized businesses. The Company’s key services include plan design and implementation, annual administration, consulting, and other actuarial services to ensure its clients comply with the United States Department of Labor, IRS, and other regulatory organizations. Formed in 1992, Pension Benefits Unlimited is headquartered in Irvine, California, and primarily operates in the Western United States.

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