Add-on Acquisition • Financial Services

American Trust Acquires LT Trust

On June 24, 2021, American Trust acquired financial services company LT Trust

Acquisition Context

This is American Trust’s 1st transaction in the Financial Services sector.
This is American Trust’s 2nd transaction in the United States.
This is American Trust’s 1st transaction in Colorado.

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M&A Deal Summary
Date	June 24, 2021
Target	LT Trust
Sector	Financial Services
Buyer(s)	American Trust
Deal Type	Add-on Acquisition
Advisor(s)	Raymond James - Investment Banking (Financial) Sherman & Howard (Legal)

Target Company

LT Trust

Centennial, Colorado, United States

LT Trust is a technologically focused and fastest-growing small business retirement plan provider with clients in all 50 states. With a 50+ year legacy in financial services, the company proudly serves 4,200+ retirement plan sponsors with over $3.4B in assets under administration and growing every day. It offers one of the best low-cost, open-architecture 401(k) platforms on the market. LT Trust was formed in 1957 and is based in Centennial, Colorado.

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Buyer Overview 1

Buyer

American Trust

Dubuque, Iowa, United States

Category	Company
Founded	1911
Sector	Financial Services

DESCRIPTION

American Trust is a full-service provider of retirement services to small-to-mid-sized plan sponsors. American Trust Retirement was formed in 1911 and is based in Dubuque, Iowa.

Deal Context for Buyer	#
Overall	2 of 2
Sector: Financial Services	1 of 1
Type: Add-on Acquisition	2 of 2
State: Colorado	1 of 1
Country: United States	2 of 2
Year: 2021	2 of 2

PREVIOUS DEAL

DATE	TARGET	DEAL TYPE	VALUE
2021-05-04	Stanley Benefit Services Greensboro, North Carolina, United States Stanley Benefit Services is an employee-owned independent employee benefit consulting firm specializing in Retirement Plan, Flex, HSA, HRA and COBRA administration. Stanley Benefit Services was founded in 2002 and is based in Greensboro, North Carolina.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2021-05-04

Stanley Benefit Services

Greensboro, North Carolina, United States

Stanley Benefit Services is an employee-owned independent employee benefit consulting firm specializing in Retirement Plan, Flex, HSA, HRA and COBRA administration. Stanley Benefit Services was founded in 2002 and is based in Greensboro, North Carolina.

Buy

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