First Mercantile Trust

First Mercantile Trust Overview

Founded 1972
Founded
Status Acquired/​Merged
Latest Deal Type M&A
Financing Rounds 1
Investments 1

First Mercantile Trust General Information

Description

Provider of retirement plan services. The company's retirement plan services include design, record keeping, administration and compliance services, enabling individuals to plan for their retirements.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 57 Germantown Court
  • 4th Floor
  • Cordova, TN 38018
  • United States
+1 (901) 000-0000
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First Mercantile Trust Valuation & Funding

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

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First Mercantile Trust Executive Team (3)

Name Title Board Seat Contact Info
Alan Dunaway President
James Pratt Chief Operating Officer

1 Former Executive

First Mercantile Trust Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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First Mercantile Trust Acquisitions (1)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 00000 000 29-Apr-2019 000000000000000000 Other Financial Services

First Mercantile Trust Subsidiaries (1)

Company Name Industry Location Founded
00000000 00000 000 Other Financial Services Dubuque, IA