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Services

Merger & Acquisition Consulting

Custom M&A Services

October Three offers a specialized and unique service in mergers and acquisitions. We help buyers and sellers understand the financial risks and opportunities of a transaction that includes defined benefit plans.

Our Service Is Unique

We work with all types of defined benefit plans:

  • Single-employer

  • Multiemployer

  • Multiple Employer

  • Qualified or Nonqualified

We're able to work with minimal data:

  • Publicly available data only in the case of single-employer plans

  • Fundamental information that should be in the Virtual Data Room for multiemployer plans

Unlike our competitors, we're not limited by plan types. We provide services for both single-employer and multiemployer plans and work at the speed of deals, whatever the deadlines.


Don't Let a Pension Plan Derail Your Deal

Whether you're on the buy side or the sell side, we'll help you understand the full financial picture before you sign. Let's talk through what's at stake.