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FIDUCIARY SERVICES GROUP (FSG)

HQ - Philadelphia

Summary

Fiduciary Services Group (FSG) is a retirement services company providing recordkeeping, compliance, trust, and investment solutions through its family of affiliated firms.

Deals Overview

Total Deals2

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Scott David
CEO

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11 Sep 2025|United States|Asset Managers and Custodians

Target: BEACON BENEFITS INC

Bidder: FIDUCIARY SERVICES GROUP (FSG)

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

31 Oct 2025|United States|Financial Data and Systems

Target: EFFICIENT ADVISORS

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

4 Dealmakers

1 Target | 2 Bidder | 1 Vendor

n/a

Value