American Financial Systems, Inc.
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American Financial Systems, Inc. - overview
Established
1984
Location
Waltham, MA, US
Primary Industry
Financial Services
About
Based in Massachusetts, US, and founded in 1984, American Financial Systems, Inc. , a. k. a.
AFS operates as a financial services company that focuses on providing supplemental executive benefit plan solutions and services for employers to save for retirement or other long-term savings needs. In June 2022, Morgan Stanley acquired American Financial Systems. The company provides integrated plan services that include plan design, funding analysis and optimization, plan implementation, client management and plan recordkeeping, funding administration, and more. AFS helps assess a sponsor’s objectives alongside retirement plan consultants and financial advisors, provides a single point of contact to manage documentation, and helps in handling day-to-day processing, recordkeeping, and support to maintain balances and reporting for employers of all sizes.
Current Investors
Morgan Stanley Investment Management
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking
Verticals
FinTech
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
American Financial Systems, 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Buyout | Completed | American Financial Systems, Inc. | - |
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