Retirement Plan Advisory Group Acquires Global Retirement Partners

On March 31, 2015, Retirement Plan Advisory Group acquired business services company Global Retirement Partners

This is Retirement Plan Advisory Group’s 1st transaction in the Business Services sector.
This is Retirement Plan Advisory Group’s 1st transaction in the United States.
This is Retirement Plan Advisory Group’s 1st transaction in California.

M&A Deal Summary
Date	2015-03-31
Target	Global Retirement Partners
Sector	Business Services
Buyer(s)	Retirement Plan Advisory Group
Deal Type	Add-on Acquisition

San Rafael, California, United States

Global Retirement Partners LLC is a retirement plan consulting firm servicing over 100 advisors across the US.

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Aliso Viejo, California, United States

Retirement Plan Advisory Group is a provider of retirement advisory consulting services.

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: 2015 M&A	1 of 1