CDM Retirement Consultants Overview

  • Founded

  • 1998

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 23

Employees
  • Latest Deal Type

  • Buyout/​LBO

  • Financing Rounds

  • 1

CDM Retirement Consultants General Information

Description

Provider of financial advisory services. The company provides open architecture retirement plan services, offering full service record keeping and expert administration to the retirement plan clients.

Contact Information

Website
www.cdmretirement.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Acquirer
Northwest Plan Services
Primary Office
  • 300 Joppa Road
  • Suite 601
  • Baltimore, MD 21286
  • United States
+1 (800) 000-0000

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CDM Retirement Consultants Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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CDM Retirement Consultants Executive Team (2)

Name Title Board Seat Contact Info
Virginia McGinnis Owner
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CDM Retirement Consultants Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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