2023年4月20日

Lovell Minnick伙伴支持Definiti增长的下一章Lovell Minnick伙伴支持Definiti增长费城——洛弗尔的下一章Minnick伙伴(LMP),一个私人股本公司20 +年的记录与成长型公司,今天宣布签署最终协议,收购多数股权的Definiti LLC以支持增长的下一章。Definiti是国家退休服务公司,它支持超过8000工作组织和10000年在美国退休计划。这项投资将使Definiti加速投资客户服务、技术创新、人才。LMP支持Definiti计划推进客户产品和有机增长举措而继续成功的收购战略。交易条款没有披露。Definiti成立于2015年,是一个第三方管理员(TPA)提供工作场所组织退休计划管理、记录和合规服务,以及精算咨询和养老外包。Definiti与财务顾问、recordkeepers和其他合作伙伴,帮助员工工作场所组织退休提供创新的解决方案。数以百计的退休计划顾问,内部精算顾问,ERISA律师和文档专家Definiti帮助组织管理他们的退休计划和确保他们遵守监管和立法要求。“历史LMP的经验、网络与加速并购策略和重点客户和高接触服务使他们理想的伴侣支持Definiti的增长,”汤姆盖拉德说Definiti的首席执行官。“LMP成为我们新的合作伙伴,我们的客户和合作伙伴应该保持放心,我们将继续投资于创新的解决方案和客户服务。 We’re confident that LMP understands our business and ecosystem and we look forward to advancing our initiatives alongside them in the years to come.” “Definiti has established itself as a market leader in the retirement services space, consistently demonstrating its ability to expand and enhance its platform’s offerings to meet clients’ needs,” said Jason Barg, Partner at LMP. “We believe our extensive experience in partnering with high growth, service-driven companies, along with attractive regulatory tailwinds, positions Definiti well as we look to capitalize on a highly fragmented retirement services market.” “Our investment in Definiti is a testament to its strong reputation and ability to differentiate itself as a market leader,” said Steve Pierson, Managing Partner at LMP. “We look forward to partnering with Tom and the management team to extend Definiti’s reach, enhance its service capabilities, and aggressively pursue strategic acquisitions to complement its organic growth trajectory.” The transaction is expected to close in the first quarter of 2023, subject to customary regulatory reviews and approvals. Waller Helms Advisors served as financial advisor to LMP, and Raymond James served as financial advisor to Definiti. Goodwin Procter served as legal advisor to LMP, and Nutter, McClennen & Fish LLP served as legal advisor to Definiti. About Definiti From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees. With hundreds of experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants, Definiti helps clients redefine what’s possible with workplace retirement plans. To learn more about Definiti, click here .