SageView Acquires OnTrack 401(k) of Maryland
December 2, 2024
SageView Advisory Group has acquired OnTrack 401(k) of Frederick, Maryland, a retirement plan consulting practice with approximately $400 million in Assets Under Advisement serving over 90 institutional clients. The acquisition, which closed on December 2, 2024, brings OnTrack principals Doug O'Rear and Cindy Brown into SageView and expands SageView’s East Coast presence with a second Maryland office.
- Buyers
- SageView Advisory Group
- Targets
- OnTrack 401(k) of Maryland
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
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