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Three Bell Capital Expands Services Offerings with Acquisition of BPM Advisors
Friday 12 January 2018

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.
Terms of the transaction were not disclosed.
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.
BPM said the decision to transition to Three Bells was centred on improving and strengthening its services.
This collaboration provides the company's 401(k) clients with a team of independent retirement plan advisors, while allowing Three Bell clients to leverage BPM's full suite of services.
Three Bell Capital provides comprehensive wealth management and retirement plan services to the entrepreneurial community, with an emphasis on representing founders and early executives, as well as high-growth technology companies and the venture firms that finance them.
BPM LLP is a public accounting and advisory firm with six offices across the San Francisco Bay Area as well as offices in Oregon, Hong Kong and the Cayman Islands.
Date Published: 12/01/2018
Target: BPM Advisors, Inc
Country: USA
Sector: Banking/Financial Services
Type: Corporate acquisition
Status: Agreed
Buyer: Three Bell Capital,  
Terms of the deal were not disclosed