U.S. Retirement & Benefits Partners - M&A Summary, Ownership, and Business Overview

Consumer ServicesCompany

U.S. Retirement & Benefits Partners M&A Summary

U.S. Retirement & Benefits Partners has acquired 4 companies of its own, including 1 in the last 5 years. A total of 1 acquisition came from private equity firms.

U.S. Retirement & Benefits Partners has acquired in 3 different US states. The Company’s most targeted sectors include business services (50%) and financial services (25%).

U.S. Retirement & Benefits Partners Ownership

Who owns U.S. Retirement & Benefits Partners?

U.S. Retirement & Benefits Partners is owned by Vistria Group. It was acquired on June 21, 2023.

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.

U.S. Retirement & Benefits Partners Business Overview

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.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 3 - - 1 - - 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
MidAmerica Administrative & Retirement Solutions LLC 2022-01-03 - Add-on Acquisition
Lakeland, Florida · www.mymidamerica.com
Kades-Margolis Corp. 2014-12-18 - Add-on Acquisition
Wayne, Pennsylvania · www.4kmc.com
Employee Benefits Consultants, Inc. 2013-09-03 - Add-on Acquisition
Tallahassee, Florida
The OMNI Group 2012-01-06 - Add-on Acquisition
Rochester, New York
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (50%) - - -
Financial Services 1 (25%) - - -
Insurance 1 (25%) - - -
Total 4 - - -

By Geo

State/Country Buy Value Sell Value
United States 4 - - -
  Florida 2 - - -
  Pennsylvania 1 - - -
  New York 1 - - -
Total 4 - - -

M&A Connections

Deals
Acquired from
Investor(s)
25%
1 (25%)

Company Summary

SECTOR

Consumer Services

Established

2008

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