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Sun Life Retirement Services (U.S.)

1995 FOUNDED
M&A STATUS
301-400 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of record keeping and administrative services. The company engages in offering services related to record keeping and administrative services to defined-contribution retirement plans in Boston, Massachusetts.

Formerly Known As
MFS Retirement Services
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • Boston, MA
  • United States

Sun Life Retirement Services (U.S.) Valuation and Funding

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

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Sun Life Retirement Services (U.S.) Former Investors

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

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Sun Life Retirement Services (U.S.) Executive Team (1)

Name Title Board
Seat
Contact
Info
Douglas Grip Founding Partner & President