JULY (July Business Services) Acquires Sunwest Pensions
June 21, 2023
Waco, Texas-based JULY (July Business Services, LLC) has acquired Tempe, Arizona-based recordkeeper and third-party administrator Sunwest Pensions. The acquisition adds roughly 500 plan clients and 26 employees to JULY as part of its continued national expansion following prior PE investment from Platform Partners LLC.
- Buyers
- JULY (July Business Services, LLC)
- Targets
- Sunwest Pensions
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
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