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The Pension Group

1984 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial services. The company provides pension consulting, advisory, planning and other related services to its individual and corporate customers.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 23046 Avenida De La Carlota
  • Suite 500
  • Laguna Hills, CA 92653
  • United States

The Pension Group Valuation and Funding

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

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The Pension Group Executive Team (1)

Name Title Board
Seat
Contact
Info
Peter Stephan Co-Founder, President & Chief Executive Officer