Company profile: Lynch Retirement Group
1.1 - Company Overview
Company description
- Provider of advisory services to clients for planning and managing retirement distributions.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Lynch Retirement Group
100M
HQ: France
Website
- Description: Provider of marketing and reporting solutions for the finance industry, enabling live monitoring of positions and performance and facilitating client communications.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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- Acquisitions: ●●
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TD Ameritrade
HQ: United States
Website
- Description: Provider of securities brokerage and technology-based financial services in the U.S., offering trading in common and preferred stocks, ETFs, options, mutual funds, and fixed income, plus margin lending and cash management. Delivers platforms including thinkorswim desktop, web, and mobile, as well as Schwab.com and Schwab Mobile for research, analysis, and trading.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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RPM Technologies
HQ: Canada
Website
- Description: Provider of digital wealth management software solutions for banks, IIROC brokers, MFDA dealers, and asset managers; Canadian-based.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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First Dollar
HQ: United States
Website
- Description: Provider of a healthcare savings platform focused on health savings accounts (HSAs) for individuals and employers, targeting millennials and Gen Z; a financial technology company that builds healthcare benefits.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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RFG Advisory
HQ: United States
Website
- Description: Provider of an integrated RIA platform that supports advisors with transition assistance (moving to RFG, buying other advisory businesses, or creating a succession plan), state-of-the-art technology, back-office and compliance support, institutional-grade investment management, branding and marketing services, and finance functions including client billing and financial planning/consulting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Lynch Retirement Group
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Lynch Retirement Group
2.2 - Growth funds investing in similar companies to Lynch Retirement Group
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4 - Top valuation comps for Lynch Retirement Group
4.2 - Public trading comparable groups for Lynch Retirement Group
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