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CDM Retirement Consultants

CDM Retirement Consultants
1998 FOUNDED
M&A STATUS
21-30 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Parent Company
Primary Office
  • 300 Joppa Road
  • Suite 601
  • Baltimore, MD 21286
  • United States

+1 (800) 000-0000

CDM Retirement Consultants Valuation and Funding

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

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CDM Retirement Consultants Executive Team (2)

Name Title Board
Seat
Contact
Info
Virginia McGinnis Owner

1 Former Executive

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