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U.S. Retirement & Benefits Partners Overview

Consumer ServicesCompany

Is U.S. Retirement & Benefits Partners PE-backed?

Yes. U.S. Retirement & Benefits Partners is owned by private equity investor Vistria Group.

Was U.S. Retirement & Benefits Partners formerly PE-backed?

Yes. U.S. Retirement & Benefits Partners was formerly owned by 3 private investors.

Where is U.S. Retirement & Benefits Partners headquartered?

U.S. Retirement & Benefits Partners is headquartered in Iselin, New Jersey.

What sector is U.S. Retirement & Benefits Partners in?

U.S. Retirement & Benefits Partners is a consumer services company.

When was U.S. Retirement & Benefits Partners founded?

U.S. Retirement & Benefits Partners was founded in 2008.

U.S. Retirement & Benefits Partners

U.S. Retirement & Benefits Partners, Inc.

99 Wood Avenue South, Suite 501,
Iselin, New Jersey 08830
United States,
(732) 321-8300
www.usrbpartners.com

U.S. Retirement & Benefits Partners is an independent K-12 public school and governmental employee benefits and retirement planning services firm. The company serves educational, governmental, corporate, union, and non-profit employers with the care and attention that their employees deserve, helping them make retirement planning decisions that align with their goals and objectives and benefit choices suited for their personal needs by providing customers with resources and tools. U.S. Retirement & Benefits Partners was founded in 2008 and is based in Iselin, New Jersey.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # 3 - 1 - - - 4
Sell (0.0/yr) # - - - - - - 0
  4

Company Summary

SECTOR

Consumer Services

Established

2008


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