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Inter-Mountain Retirement Partners

Inter-Mountain Retirement Partners
2002 FOUNDED
M&A STATUS
11-20 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment and retirement plan consulting services to corporations, governmental and nonprofit organizations, as well as, serving individual investment clients. The company specializes in offering retirement plans benefiting both employers and employees, investment due diligence & monitoring, wealth planning, retirement income planning and financial risk management.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Primary Office
  • 4600 South Ulster Street
  • Suite 550
  • Denver, CO 80237
  • United States

+1 (720) 000-0000

Inter-Mountain Retirement Partners Valuation and Funding

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

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Inter-Mountain Retirement Partners Executive Team (5)

Name Title Board
Seat
Contact
Info
Chad Larsen Founder, President and Chief Executive Officer
Corey Whitehead Chief Operating Officer and Principal
Cameron Cooke Jr. Chief Investment Officer and Principal
Kirk Welch Chief Sales & Marketing Officer and Principal
Paul Lamb Chief Wealth Management Officer and Principal