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Plan Sponsor Services

Plan Sponsor Services
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of retirement planning services. The company offers investment advise, administer and manage employer-sponsored retirement plans, fee and expense management, fiduciary management, vendor and communication management services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Services (B2C Non-Financial)
Other Industries
Other Financial Services
Acquirer
Spectrum Pension Consultants
Primary Office
  • 2200 East Camelback Road
  • Suite 130-B
  • Phoenix, AZ 85016
  • United States

+1 (602) 000-0000

Plan Sponsor Services Valuation and Funding

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

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Plan Sponsor Services Executive Team (1)

Name Title Board
Seat
Contact
Info
Joseph Doku Chief Operating Officer