U.S. Retirement Partners, Inc.
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U.S. Retirement Partners, Inc. - overview
Established
2007
Location
-, NJ, US
Primary Industry
Financial Services
About
U. S. Retirement Partners, Inc. is a provider of employee benefits and retirement solutions, focusing on innovative strategies to support workforce financial wellness and address employer challenges in talent management.
Founded in 2007 in Iselin, US, U. S. Retirement Partners, Inc. specializes in enhancing employee retirement and benefits plans.
The company has completed 6 deals, with the most recent on June 15, 2023, when The Vistria Group acquired a controlling stake from Kohlberg & Company. U. S. Retirement Partners, Inc.
offers a range of employee benefits and workplace retirement plans. Their services are designed to address talent acquisition and retention challenges, providing solutions in retirement, investment, and insurance planning. With a client base of over 18,000 employers and 3. 6 million plan participants, they also equip third-party administrators with tools for effective employee enrollment and account management.
The company generates revenue through a transactional model, providing services directly to employers and third-party administrators. Their income is derived from service fees related to employee benefits administration and retirement plan management, tailored to meet the needs of both large corporations and small businesses. U. S.
Retirement Partners, Inc. plans to leverage the recent acquisition by The Vistria Group, focusing on enhancing its capabilities in the public, non-profit, and private sectors. Specific details on upcoming products or geographical expansion are not provided, but the investment will support their strategic initiatives for growth.
Current Investors
Kohlberg & Company
Primary Industry
Financial Services
Sub Industries
Consulting Services, Financial Services
Website
www.usretirementpartners.com
Company Stage
Mature
Total Amount Raised
Subscriber access only
U.S. Retirement Partners, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Secondary Buyout | Completed | U.S. Retirement Partners, Inc. | - | ||||||||
| Add-on, Trade Sale | Completed | Midamerica Administrative & Retirement Solutions, LLC | - | ||||||||
| Secondary Buyout | Completed | U.S. Retirement Partners, Inc. | - | ||||||||
| Private Debt | Completed | U.S. Retirement Partners, Inc. | - | ||||||||
| Add-on | Completed | Kades Margolis Corporation | - |
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