EPIC Retirement Services Consulting Overview
- Year Founded
-
1999
- Status
-
Acquired/Merged
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
- Investments
-
1
EPIC Retirement Services Consulting General Information
Description
Provider of investment consulting and advisory services. The company offers customized retirement plan solutions and services to plan sponsors as well as employee education to plan participants.
Contact Information
Website
www.epicretirellc.comCorporate Office
- 303 Fifth Avenue
- New York, NY 10016
- United States
Corporate Office
- 303 Fifth Avenue
- New York, NY 10016
- United States
EPIC Retirement Services Consulting Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
EPIC Retirement Services Consulting Comparisons
Industry
Financing
Details
EPIC Retirement Services Consulting Competitors (1)
One of EPIC Retirement Services Consulting’s competitors is Wealth Enhancement Group, a Private Equity-Backed company based in Plymouth, MN.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Wealth Enhancement Group | Private Equity-Backed | Plymouth, MN |
EPIC Retirement Services Consulting Acquisitions (1)
EPIC Retirement Services Consulting’s most recent deal was a Merger/Acquisition with Global Retirement Partners. The deal was made on 31-Mar-2015.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Global Retirement Partners | 31-Mar-2015 | Merger/Acquisition | Other Financial Services |
EPIC Retirement Services Consulting Exits (1)
EPIC Retirement Services Consulting’s most recent exit was on 31-Mar-2015 from Global Retirement Partners. The exit was categorized as with 8 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Global Retirement Partners | 31-Mar-2015 | Completed |
|
EPIC Retirement Services Consulting FAQs
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When was EPIC Retirement Services Consulting founded?
EPIC Retirement Services Consulting was founded in 1999.
-
Where is EPIC Retirement Services Consulting headquartered?
EPIC Retirement Services Consulting is headquartered in New York, NY.
-
What industry is EPIC Retirement Services Consulting in?
EPIC Retirement Services Consulting’s primary industry is Other Financial Services.
-
Is EPIC Retirement Services Consulting a private or public company?
EPIC Retirement Services Consulting is a Private company.
-
What is EPIC Retirement Services Consulting’s current revenue?
The current revenue for EPIC Retirement Services Consulting is .
-
Who are EPIC Retirement Services Consulting’s competitors?
Wealth Enhancement Group is a competitor of EPIC Retirement Services Consulting.
-
When was EPIC Retirement Services Consulting acquired?
EPIC Retirement Services Consulting was acquired on 15-Aug-2019.
-
Who acquired EPIC Retirement Services Consulting?
EPIC Retirement Services Consulting was acquired by Hub International.
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