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.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(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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Request full access to PitchBookCDM Retirement Consultants Executive Team (2)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Virginia McGinnis | Owner |
1 Former Executive
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