United Retirement Plan Consultants Overview
- Year Founded
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1981
- Status
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Acquired/Merged
- Employees
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300
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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4
- Investments
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11
United Retirement Plan Consultants General Information
Description
Consolidator of pension plan administration, investment management and insurance businesses. The company is a holding company that acquires and manages operating entities that offer pension plan administration, financial and investment advisory services, and insurance products to small and medium-sized businesses, as well as to high-net-worth individuals in the United States. It also provides pension consulting and asset management services primarily in the southeast region.
Contact Information
Website
www.unitedretirement.comCorporate Office
- 545 Metro Place South
- Suite 240
- Dublin, OH 43017
- United States
Corporate Office
- 545 Metro Place South
- Suite 240
- Dublin, OH 43017
- United States
United Retirement Plan Consultants Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
United Retirement Plan Consultants Related Research & Analysis
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United Retirement Plan Consultants Signals
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Majestic Referring Domains
United Retirement Plan Consultants Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
United Retirement Plan Consultants Investments & Acquisitions (11)
United Retirement Plan Consultants’s most recent deal was a Buyout/LBO with MGA Consultants. The deal was made on 27-Apr-2016.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| MGA Consultants | 27-Apr-2016 | Buyout/LBO | Accounting, Audit and Tax Services (B2B) | ||
| The Pension Group | 02-Dec-2008 | Merger/Acquisition | Consulting Services (B2B) | ||
| Retirement & Employee Benefit Services | 05-Aug-2008 | Merger/Acquisition | Other Financial Services | ||
| Alan N. Kanter & Associates | 17-Jul-2008 | Merger/Acquisition | Consulting Services (B2B) | ||
| California Investment Annuity Sales | 01-Jan-2008 | Merger/Acquisition | Consulting Services (B2B) |
United Retirement Plan Consultants Exits (1)
United Retirement Plan Consultants’s most recent exit was on 04-Jan-2006 from MAGIS Financial Partners. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| MAGIS Financial Partners | 04-Jan-2006 | Completed |
|
United Retirement Plan Consultants Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| MGA Consultants | Ellicott City, MD | 1997 | |
| American Benefit Resources | Irvin, CA | 1996 |
United Retirement Plan Consultants FAQs
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When was United Retirement Plan Consultants founded?
United Retirement Plan Consultants was founded in 1981.
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Where is United Retirement Plan Consultants headquartered?
United Retirement Plan Consultants is headquartered in Dublin, OH.
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What is the size of United Retirement Plan Consultants?
United Retirement Plan Consultants has 300 total employees.
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What industry is United Retirement Plan Consultants in?
United Retirement Plan Consultants’s primary industry is Consulting Services (B2B).
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Is United Retirement Plan Consultants a private or public company?
United Retirement Plan Consultants is a Private company.
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What is United Retirement Plan Consultants’s current revenue?
The current revenue for United Retirement Plan Consultants is .
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Who are United Retirement Plan Consultants’s investors?
Barings BDC and Stonehenge Partners have invested in United Retirement Plan Consultants.
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When was United Retirement Plan Consultants acquired?
United Retirement Plan Consultants was acquired on 03-Jun-2019.
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Who acquired United Retirement Plan Consultants?
United Retirement Plan Consultants was acquired by Ascensus.
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