United Retirement Plan Consultants Overview

  • Founded
  • 1981
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 329
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 4
  • Investments
  • 9

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

Formerly Known As
National Investment Managers
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Specialized Finance
Acquirer
Former Stock Listing
NIVM
Primary Office
  • 545 Metro Place South
  • Suite 240
  • Dublin, OH 43017
  • United States
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United Retirement Plan Consultants Valuation & Funding

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

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United Retirement Plan Consultants Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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United Retirement Plan Consultants Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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United Retirement Plan Consultants Investments & Acquisitions (9)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 00000000000 27-Apr-2016 0000000000 Accounting, Audit and Tax Services (B2B) 0000 00000
000 0000000 00000 02-Dec-2008 000000000000000000 00.000 Consulting Services (B2B) 000000 0000
0000000000 & 00000 05-Aug-2008 000000000000000000 00000 Other Capital Markets/Institutions
0000 0. 000000 & 0 17-Jul-2008 000000000000000000 00.00 Consulting Services (B2B) 000000 0000
California Investment Annuity Sales 01-Jan-2008 Merger/Acquisition 00.000 Consulting Services (B2B) 000000 0000
You’re viewing 5 of 9 investments and acquisitions. Get the full list »

United Retirement Plan Consultants Subsidiaries (1)

Company Name Industry Location Founded
000 00000000000 Accounting, Audit and Tax Services (B2B) Ellicott City, MD 0000
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United Retirement Plan Consultants Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000 000000000 00 04-Jan-2006 000000000000000000 Completed
  • 000000 0000000000
To view United Retirement Plan Consultants’s complete exits history, request access »