25
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
A
AmericanTCS
AmericanTCS is a financial services company offering retirement, custody, and we…
|
2026-05-11 | Acquisition | Pending | — | Deal → |
| 2 |
Newport Group
It helps companies offer their associates a more secure financial future through…
|
2021-11-04 | Merge | Complete | — | Deal → |
| 3 |
UnifyHR
UnifyHR engages in consulting, payroll, employment, mail, administration and ver…
|
2021-06-30 | Acquisition | Complete | — | Deal → |
| 4 |
T
Truist-heritage BB&T recordkeeping retirement business
Truist provides software and services for companies to manage their charitable p…
|
2021-01-06 | Acquisition | Complete | — | Deal → |
| 5 |
Nyhart
Nyhart is an actuarial and employee benefit firm based in Indiana.
|
2019-11-25 | Acquisition | Complete | — | Deal → |
| 6 |
Goldleaf Partners
Goldleaf Partners is a financial services firm based in Minnesota.
|
2019-10-24 | Acquisition | Complete | — | Deal → |
| 7 |
Beneco
Beneco is a leading provider of retirement, health, and ancillary benefit soluti…
|
2019-08-09 | Acquisition | Complete | — | Deal → |
| 8 |
HR Simplified
HR Simplified is a third-party administration firm that services consumer-direct…
|
2019-06-27 | Acquisition | Complete | — | Deal → |
| 9 |
United Retirement Plan Consultants
United Retirement Plan Consultants is a financial services company that offers r…
|
2019-06-04 | Acquisition | Complete | — | Deal → |
| 10 |
Wrangle
Wrangle is a provider of health & welfare Form 5500 preparation and related ERIS…
|
2019-03-26 | Acquisition | Complete | — | Deal → |
| 11 |
Intac Actuarial Services Inc.
INTAC provides complete administration of employer-sponsored retirement plans.
|
2018-07-03 | Acquisition | Complete | — | Deal → |
| 12 |
QBI LLC
QBI LLC operates as a third-party administration (TPA) firm.
|
2018-06-27 | Acquisition | Complete | — | Deal → |
| 13 |
Swerdlin & Co.
Swerdlin & Co. provides actuarial, consulting, administrative, and recordkeeping…
|
2018-06-19 | Acquisition | Complete | — | Deal → |
| 14 |
SES Advisors
SES Advisors is a national financial consulting firm.
|
2018-06-19 | Acquisition | Complete | — | Deal → |
| 15 |
Benefit Planning Consultants
BPC is in the business of taking care of people.
|
2018-04-25 | Acquisition | Complete | — | Deal → |
| 16 |
ASPERIA Retirement Plan Solutions
ASPERIA Retirement Plan Solutions is a national Third Party Administration firm …
|
2018-03-29 | Acquisition | Complete | — | Deal → |
| 17 |
Avintus
Avintus is a provider of retirement plan administration and 3(16) fiduciary serv…
|
2018-03-27 | Acquisition | Complete | — | Deal → |
| 18 |
Chard Snyder
Chard Snyder provides employee benefit solutions.
|
2018-03-20 | Acquisition | Complete | — | Deal → |
| 19 |
Qualified Plans
Qualified Plans provides plan design, consultation, compliance and administratio…
|
2018-01-25 | Acquisition | Complete | — | Deal → |
| 20 |
Polycomp Trust Co.
Polycomp Trust Co. is a non-traditional asset custodian for self-directed IRAs.
|
2018-01-22 | Acquisition | Complete | — | Deal → |
| 21 |
Dedicated Defined Benefit Services
Dedicated Defined Benefit Services is a provider of defined benefit plans.
|
2018-01-02 | Acquisition | Complete | — | Deal → |
| 22 |
Matthews Benefit Group
Matthews Benefit Group has provided actuarial and retirement plan consulting and…
|
2016-12-16 | Acquisition | Complete | — | Deal → |
| 23 |
N
National Retirement Services
National Retirement Services provides plan level compliance, administration, and…
|
2016-12-01 | Acquisition | Complete | — | Deal → |
| 24 |
Retirement Educators
Retirement Educators is a retirement plan education firm that provides on-site e…
|
2016-11-17 | Acquisition | Complete | — | Deal → |
| 25 |
ExpertPlan
ExpertPlan brings simple, affordable retirement plan solutions to small employer…
|
2012-11-20 | Acquisition | Complete | — | Deal → |