Ascensus

Ascensus is a U.S. financial services company specializing in retirement plans and education savings solutions, serving financial institutions, employers, and individuals.

• Unconfirmed

  Stone Point Capital-managed funds and GIC agree to acquire Ascensus[1]Stone Point Capital管理的基金及GIC同意收购Ascensusjdsupra.com

  Funds managed by Stone Point Capital and GIC entered into an agreement to purchase Ascensus from its current private equity ownership group led by Genstar Capital, Aquiline Capital Partners and Atlas Merchant Capital; Genstar Capital and Aquiline Capital Partners will retain minority stakes after the sale.

• 2021-04-26

  Stone Point Capital and GIC agree to acquire Ascensus[2]Stone Point Capital与GIC达成收购Ascensus协议prnewswire.com

  Reported: 2021-04-26

  Ascensus announced that funds managed by Stone Point Capital and GIC had entered into a definitive agreement to acquire it from its current private-equity ownership group. Genstar Capital and Aquiline Capital Partners will retain minority stakes. The transaction is expected to close in the third quarter of 2021, subject to regulatory approvals and customary closing conditions.

• Unconfirmed

  Ascensus completes acquisition of Strem Chemicals[3]Ascensus完成对Strem Chemicals的收购chemicalonline.com

  Ascensus announced that it had completed its acquisition of Strem Chemicals, a supplier and manufacturer of specialty chemicals and provider of custom synthesis and cGMP manufacturing services.

• 2021-03-18

  Ascensus acquires ABV Advisors business book[4]Ascensus收购ABV Advisors业务组合prnewswire.com

  Reported: 2021-03-18

  Ascensus announced that it had acquired the book of business of ABV Advisors, a health and welfare Form 5500 preparation and plan-document services business. Financial terms were not disclosed.

• 2021-03-03

  Ascensus completes acquisition of Truist retirement recordkeeping business[5]Ascensus 完成收购 Truist 退休账户记录管理业务prnewswire.com

  Reported: 2021-03-05

  Ascensus completed its acquisition of the heritage BB&T bundled retirement recordkeeping business from Truist Bank; the deal closed on March 3, 2021, and the plans were transitioned to Ascensus’ platform.

• 2021-02-02

  Ascensus launches READYSAVE 529 mobile app[6]Ascensus推出READYSAVE 529移动应用planadviser.com

  Reported: 2021-02-02

  Ascensus launched READYSAVE 529, an education savings mobile application initially available to account holders in three programs it administers.

• 2020-08-31

  FuturePlan president leaves Ascensus[7]FuturePlan总裁离开Ascensusinvestmentnews.com

  Reported: 2020-09-01

  Jerry Bramlett, head of Ascensus’s third-party administrator FuturePlan, left the company on August 31, 2020. The circumstances prompting his departure were unclear.

• 2020-08-05

  Ascensus launches READYSAVE retirement app[8]Ascensus推出READYSAVE退休应用程序prnewswire.com

  Reported: 2020-08-05

  Ascensus launched READYSAVE, a retirement mobile application developed on its proprietary technology platform and available to participating employees using its retirement recordkeeping platform.

1. 1Stone Point Capital管理的基金及GIC同意收购Ascensusjdsupra.com
2. 2Stone Point Capital与GIC达成收购Ascensus协议prnewswire.com
3. 3Ascensus完成对Strem Chemicals的收购chemicalonline.com
4. 4Ascensus收购ABV Advisors业务组合prnewswire.com
5. 5Ascensus 完成收购 Truist 退休账户记录管理业务prnewswire.com
6. 6Ascensus推出READYSAVE 529移动应用planadviser.com
7. 7FuturePlan总裁离开Ascensusinvestmentnews.com
8. 8Ascensus推出READYSAVE退休应用程序prnewswire.com
9. 9Ascensus Launches READYSAVE™ 529 Mobile Appprnewswire.com