Raymond James Acquires NWPS (Northwest Plan Services)
December 10, 2020
Raymond James Financial, Inc. has acquired NWPS Holdings, Inc., doing business as NWPS or Northwest Plan Services, a Seattle-based provider of retirement plan recordkeeping, administration, consulting and actuarial services. The transaction, which retains NWPS's management team and employees, expands Raymond James' retirement services capabilities for its advisors and clients and follows WestView Capital Partners' exit of its investment.
- Buyers
- Raymond James Financial, Inc.
- Targets
- NWPS Holdings, Inc. (d/b/a NWPS / Northwest Plan Services)
- Sellers
- WestView Capital Partners
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Buyout
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