Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Northeast Retirement Services

Northeast Retirement Services?uq=w9if130k
1999 FOUNDED
M&A STATUS
61-70 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of administration and processing services. The company engages in providing retirement plans, institutional transfer agency, master record keeping, custom target date fund administration, trust product administration and customized reporting services to institutional clients in Massachusetts, United States.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Commercial Services
Other Industries
Asset Management
Other Capital Markets/Institutions
Parent Company
Primary Office
  • 12 Gill Street
  • Suite 2600
  • Woburn, MA 01801
  • United States

+1 (781) 000-0000

Northeast Retirement Services Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Northeast Retirement Services‘s full profile, request access.

Request full access to PitchBook

Northeast Retirement Services Former Investors

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

This information is reserved for PitchBook Platform users. To explore Northeast Retirement Services‘s full profile, request access.

Request full access to PitchBook

Northeast Retirement Services Executive Team (3)

Name Title Board
Seat
Contact
Info
Thomas Forese President & Chief Executive Officer
Chris Ellis Vice President & Chief Financial Officer
Christopher Hulse Executive Vice President & Chief Operating Officer