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BMO Asset Management (BMO Benefit Services Business)

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

Provider of tax-free saving services. The company is engaged works with organizations to provide tax-free savings options for their employees such as Flexible Spending Accounts and Health Reimbursement Accounts.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Commercial Services
Other Industries
Accounting, Audit and Tax Services (B2B)
Acquirer
TASC
Primary Office
  • 115 South LaSalle Street
  • 11th Floor
  • Chicago, IL 60603
  • United States

BMO Asset Management (BMO Benefit Services Business) Valuation and Funding

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

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BMO Asset Management (BMO Benefit Services Business) Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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