M&A Deal Summary |
|
|---|---|
| Date | 2024-01-16 |
| Target | Burke |
| Sector | Business Services |
| Buyer(s) | USI Consulting Group |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1975 |
| Sector | Financial Services |
USI Consulting Group is a full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. USI Consulting Group was founded in 1975 and is based in Glastonbury, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Business Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-01 |
H&H
Bloomfield, Connecticut, United States H&H is a provider of comprehensive and integrated actuarial, investment advisory, and retirement plan consulting services. H&H was founded in 1956 and is based in Bloomfield, Connecticut. |
Buy | - |