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Montgomery Retirement Plan Advisors acquired by New Mountain Capital

merge_type Majority Acquisition
Business Services
room
Tampa, FL
today

Buyers/Investors

New Mountain Capital

Targets

Montgomery Retirement Plan Advisors

info Retirement plan consulting firm focused on employer sponsored retirement plans
room Tampa, FL
exit_to_app https://m-rpa.com/

Add-On Platform (Portfolio Company)

OneDigital Health and Benefits

exit_to_app www.onedigital.com

Sellers, Lenders, Advisors

Seller Advisors

Wise Rhino Group