Actuarial Consulting Group, Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Actuarial Consulting Group, Inc. - overview
Established
1983
Location
-, VA, US
Primary Industry
Financial Services
About
Based in Virginia, US, and founded in 1983, Actuarial Consulting Group (ACG), Inc. also known as ACG Advisory Services, Inc. , operates as a financial services company specializing in investment and wealth management advisory and consulting services. In June 2023, the firm was acquired by NFP Corp.
, a portfolio company of Madison Dearborn Partners and Stone Point Capital. The firm as of June 2023, is led by its CEO, J. Saunders Wiggins. The company provides wealth management, financial planning, retirement plan consulting, tax strategies, and investment advisory services as well as third-party administration services to businesses, entrepreneurs, individuals, families, and foundation sectors.
The company's wealth management team caters to the needs of successful individuals and families, offering customized strategies to preserve and grow wealth while considering multi-generational and philanthropic goals. Their investment advisory services follow a due diligence process to create investment strategies aligned with clients' goals and objectives. Under third-party administration, ACG provides comprehensive services for company retirement plans and Tax strategy services for clients to minimize tax liabilities and maximize wealth accumulation.
Current Investors
NFP Corp.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.acgwealthmanagement.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Actuarial Consulting Group, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Actuarial Consulting Group, Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.