BMO Retirement Services Overview

  • Founded
  • 2006
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 340
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

BMO Retirement Services General Information

Description

Provider of retirement services. The company's services include investment selection, income-distribution planning, paying for healthcare and asset protection.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
OneAmerica Financial Partners
Primary Office
  • Milwaukee, WI
  • United States
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BMO Retirement Services Valuation & Funding

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

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BMO Retirement Services 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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BMO Retirement Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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