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401k Management Group

401k Management Group Overview

Status Acquired/​Merged
Latest Deal Type Buyout/​LBO
Financing Rounds 1

401k Management Group General Information

Description

Provider of investment advisory services. The company offers consulting services to business which provide tax-qualified retirement and 401(k) savings plans.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
NFP
Primary Office
  • 1851 East 1st Street
  • Suite 175
  • Santa Ana, CA 92705
  • United States
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401k Management Group Valuation & Funding

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

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US Headquarters

EUROPEAN Headquarters

  • +44 020 8037 2308
  • 1st Floor Saffron House
  • 6-10 Kirby Street
  • London EC1N 8TS
  • United Kingdom

NEW YORK

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