EPIC Retirement Services Consulting Overview

  • Founded
  • 1999
Founded
  • 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

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 303 Fifth Avenue
  • New York, NY 10016
  • United States
+1 (888) 000-0000
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EPIC Retirement Services Consulting Valuation & Funding

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

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EPIC Retirement Services Consulting Executive Team (2)

Name Title Board Seat Contact Info
Eva Kalivas Co-Founder
Jeffrey Greenberg Co-Founder
To view EPIC Retirement Services Consulting’s complete executive team members history, request access »

EPIC Retirement Services Consulting Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000000 31-Mar-2015 000000000000000000 Other Financial Services
To view EPIC Retirement Services Consulting’s complete acquisitions history, request access »

EPIC Retirement Services Consulting Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 0000000000 31-Mar-2015 000000000000000000 Completed
  • 8 buyers
To view EPIC Retirement Services Consulting’s complete exits history, request access »