M&A Deal Summary

United Retirement Plan Consultants Acquires Haddon Strategic Alliance

On August 2, 2005, United Retirement Plan Consultants acquired financial services company Haddon Strategic Alliance

Acquisition Highlights
  • This is United Retirement Plan Consultants’ 1st transaction in the Financial Services sector.
  • This is United Retirement Plan Consultants’ 1st transaction in the United States.
  • This is United Retirement Plan Consultants’ 1st transaction in New Jersey.

M&A Deal Summary
Date 2005-08-02
Target Haddon Strategic Alliance
Sector Financial Services
Buyer(s) United Retirement Plan Consultants
Deal Type Add-on Acquisition

Target

Haddon Strategic Alliance

Haddonfield, New Jersey, United States
Haddon Strategic Alliance, Inc. is a provider of valuation facilities to retirement plans.

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Buyer(S) 1

Buyer

United Retirement Plan Consultants

Dublin, Ohio, United States
Category Company
Sector Business Services
Employees330
Revenue 48M USD (2014)
DESCRIPTION

United Retirement Plan Consultants, Inc. engages in retirement plan design, consulting, and administration services. The firm delivers tax?efficient retirement plans—including 401(k), traditionally defined benefit, cash balance, and employee stock ownership plans—and serves thousands of clients from sales and service centers in office locations throughout the country.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (New Jersey) 1 of 1
Country (United States) 1 of 1
Year (2005) 1 of 1
Mergr

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