Helping CDM Retirement Consultants’ Expand Service to Participants Nationwide


Transaction Type:

Mergers & Acquisitions

Transaction Highlights

SC&H Capital served as the exclusive financial advisor to CDM Retirement Consultants (CDM) in its acquisition by Northwest Plan Services (NWPS), a portfolio company of Pine Tree Equity Partners. NWPS provides retirement plan recordkeeping and participant services to over 200 companies.

SC&H Capital’s goal was to ensure the best possible scenario for CDM’s ownership – and the company has a whole – going forward. This acquisition allowed both NWPS and CDM to collectively provide retirement plan services for approximately $10 billion in assets and 180,000 plan participants.

This transaction positioned NWPS with a strong presence on each coast, and CDM shareholders with liquidity.

About Our Client

CDM Retirement Consultants offers comprehensive recordkeeping, open architecture retirement plan solutions, and expert administration to over 500 retirement plan clients. CDM was founded in 1988 and is headquartered in Towson, Maryland.

Client Experience

“The SC&H Capital deal team did a phenomenal job for the CDM shareholders. They guided us and provided senior level, hands-on guidance and M&A expertise through the entire process.”
-Chip Earle, Principal and Co-Founder, CDM Retirement Consultants

Transaction Leaders

Christopher Helmrath

Managing Director