Investment Summary

TH Lee Putnam Ventures Invests In The Retirement Plan Company

On January 5, 2005, growth capital firm TH Lee Putnam Ventures invested in financial services company The Retirement Plan Company

Investment Highlights
  • This is TH Lee Putnam Ventures’ 4th transaction in the Financial Services sector.
  • This is TH Lee Putnam Ventures’ 9th transaction in the United States.
  • This is TH Lee Putnam Ventures’ 2nd transaction in Tennessee.

Investment Summary

Date 2005-01-05
Target The Retirement Plan Company
Sector Financial Services
Investor(s) TH Lee Putnam Ventures
Deal Type Acquisition Financing

Target

The Retirement Plan Company

Brentwood, Tennessee, United States
The Retirement Plan Company, LLC (TRPC) delivers retirement plan services to Plan Sponsors, Plan Participants, Financial Advisors and Third Party Administrators. Our commitment to technology allows us to craft creative retirement plan solutions for our varied client base

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Investor(S) 1

Investor

TH Lee Putnam Ventures

New York, New York, United States

Category Growth Capital Firm
Founded 1999
PE ASSETS 1.1B USD
Size Large
Type Sector Focused
DESCRIPTION

TH Lee Putnam Ventures (THLPV) is a technology-focused private equity firm affiliated with Thomas H. Lee Partners and Putnam Investments. THLPV's primary focus is on later-stage venture investments, but the firm will also consider public entities, middle market buyouts, recapitalizations and spinouts of corporate divisions. A typical investment is between $20 and $50 million. TH Lee Putnam Ventures was formed in 1999 and is based in New York City.


DEAL STATS #
Overall 10 of 10
Sector: Financial Services M&A 4 of 4
Type: Acquisition Financing M&A Deals 1 of 1
State: Tennessee M&A 2 of 2
Country: United States M&A 9 of 9
Year: 2005 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2005-01-05 Velocity Express

Stafford, Texas, United States

Velocity Express Corp. is a provider of time critical supply chain solutions. Velocity and has one of the largest nationwide networks and provides a national footprint for customers desiring same day delivery and logistics services throughout the United States.

Buy $21M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2005-02-25 Liquidnet

New York City, New York, United States

Liquidnet is an electronic platform that allows money management firms to execute block trades directly and anonymously across international markets. Liquidnet was founded in 1999 and is based in New York City.

Sell -