Contrary to most deals, the smaller of the two firms — PCS Retirement — was the acquirer, in this case of Aspire Financial Services. (Photo: Shutterstock)
Were there a retirement industry award for most laid-back cat, Mark Klein would make a solid nominee.
Klein, CEO of PCS, a recordkeeper specializing in the small plan market, recently closed a deal to acquire Aspire Financial Services, a competitor in the small plan market.
Contrary to most deals, the smaller of the two firms acquired the larger.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
