American investment manager Three Bell Capital has agreed to acquire retirement plan consulting business BPM Advisors for an undisclosed sum.

BPM Advisors provides investment and portfolio management, retirement and financial planning, risk assurance, forecasting, financial reporting, investment analysis services.

The entities will combine their operations upon acquisition and will become one of the largest corporate retirement plan advisory firms in the San Francisco Bay Area with over $1.2bn in total assets under management.

Commenting on the deal, Three Bell CEO Jon Porter said: “BPM is recognised as one of the top ten accounting firms in the west, with a phenomenal in-house corporate retirement plan practice.

“We are excited about this newly formed partnership with BPM, the expanded depth and breadth of our team and capabilities it brings, and the opportunity to provide truly differentiated services and advice to our clients.”

BPM group leader of advisory practice Nick Steiner said: “Our decision to pursue this transition was centred on improving and strengthening our ability to deliver the best possible service to our clients.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

“This collaboration provides our 401(k) clients with a dedicated team of independent retirement plan advisors, while at the same time allowing Three Bell clients to leverage BPM’s full suite of services.”

Three Bell Capital offers complete wealth management and retirement plan services to the entrepreneurial community.