Cowen advises United Retirement Plan Consultants, a portfolio company of Stonehenge Partners, on its sale to Ascensus, LLC.

Tombstone UnitedRetirement Ascensus Transaction 2019 en
Overview

Transaction

United Retirement Plan Consultants, a portfolio company of Stonehenge Partners, has been acquired by Ascensus, LLC. Cowen acted as exclusive financial advisor to United Retirement Plan Consultants and Stonehenge Partners.

Client

Based in Dublin, Ohio, URPC is a leader in retirement plan design, consulting, and administration services. URPC is one of the largest independent third-party retirement plan administrators in the United States, utilizing its global footprint and local expertise to deliver best-in-class solutions to its clients. The firm provides tax‐efficient retirement plans—including 401(k), traditional defined benefit, cash balance, and employee stock ownership plans to over 8,000 clients. URPC serves its clients from 12 sales and service centers located across the United States and 1 processing center in India.

Buyer

Ascensus helps more than 9 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals,  employers, and individuals.

StoneHedge Partners is an independent financial services firm that provides cross-asset agency brokerage and financial advisory to institutional clients, predominantly in EMEA and North America.

Contact

Photo Greg McGowan

Greg S.
McGowan

Managing Director
Mergers & Acquisitions, Cowen

+1 248 9884 525
Email

Photo Gene Bitonti

Gene P.
Bitonti

Managing Director
Mergers & Acquisitions, Cowen

+1 248 9884 524
Email

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