Deal Snapshot
THREE BELL CAPITAL EXPANDS SERVICES OFFERINGS WITH ACQUISITION OF BPM ADVISORS
Friday 12 January 2018

California, US-based corporate retirement plan advisory Three Bell Capital has agreed to acquire retirement plan consulting business BPM Advisors, Inc. to differentiate services and advice to clients, the company said.
The combined practice will represent a large corporate retirement plan advisory firm in the San Francisco Bay Area, with total firm assets under management exceeding USD 1.2bn. Three Bell said BPM brings expanded depth and breadth of capabilities to the company.


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Details
Date Published: 12/01/2018
Target: BPM Advisors, Inc
Country: USA
Sector: Banking/Financial Services
Type: Corporate acquisition
Financing:
Status: Agreed
Vendor:
Buyer: Three Bell Capital,  
Comment:
Terms of the deal were not disclosed

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