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Pension & Wealth Management Advisors, Inc.

M&A Advisory Firm

Waltham, Massachusetts HQ

Member since
2021
Deals they've closed
3
About
Pension & Wealth Mergers & Acquisitions offers an alternative approach to selling and acquiring a business. We run a very rigorous and prescriptive approach to make sure we understand our client’s value position and how it aligns with prospective buyers. This approach assures that we’re gett…
Team (1)
Recent Transactions (3)
Pension & Wealth Management Advisors, Inc.
Administrative Management and General Management Consulting Services, Other Management Consulting Services, Other Scientific and Technical Consulting Services
Advised

Pinnaql

in securing investment from

3 Boomerang Capital

October 2024

Pension & Wealth Management Advisors, Inc.
Administration of Education Programs, All Other Miscellaneous Manufacturing, Amusement Parks and Arcades, Apparel, Piece Goods, and Notions Distributors (Wholesalers), Architecture, Engineering, and Construction (ACE), Bicycles and parts manufacturing, Book Stores and News Dealers, Building Finishing Contractors, Casting agencies (i.e., motion picture, theatrical, video), Casting agencies, motion picture or video, Casting bureaus (e.g., motion picture, theatrical, video), Casting bureaus, motion picture or video, Child Day Care Services, Civic and Social Organizations, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Cosmetics & Toiletries Manufacturing, Death Care Services, Doll, Toy, and Game Manufacturing, Drinking Places (Alcoholic Beverages), E-commerce, Educa
Advised

Anonymous

in securing debt financing from

Anonymous

October 2023

Pension & Wealth Management Advisors, Inc.
Apparel, Piece Goods, and Notions Distributors (Wholesalers), Chemical Manufacturing, Coastal and Great Lakes Freight Transportation, Deep Sea Freight Transportation, Finance and Insurance, Flower, Nursery Stock, and Florists' Supplies Distributors (Wholesalers), Freight railways, line-haul, Freight railways, short-line or beltline, Furniture and Home Furnishing Distributors (Wholesalers), Gasoline Stations and Truck Stops, Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers), Home and auto supply stores, Household Appliances and Electrical and Electronic Goods Distributors (Wholesalers), Inland Water Freight Transportation, Miscellaneous Durable Goods Distributors (Wholesalers), Motor Vehicle and Parts Dealers, Office Equipment Distributors (Wholesalers), Other Commercial Equipment Distributors (Wholesalers), Other Miscellaneous Nondurable Goods Distributors (Wholesalers), Other Professional Equipment and Supplies Distributors (Wholesalers), Paper and Paper Product Distributor
Advised

Anonymous

in securing investment from

Anonymous

September 2022

Sectors Pension & Wealth Management Advisors, Inc. serves:
Manufacturing
Industrials
Technology
Energy & Utilities
Business Services
Consumer Goods
Distribution
Materials
Life Sciences
Telecommunications

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Member since
2021
Deals they've closed
3
Team (1)
Template
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