Prime Pensions Acquires Aldrich Retirement Solutions (Carve-Out)
August 15, 2022
Prime Pensions, a Mill Point Capital portfolio company, completed a carve-out acquisition of Aldrich Retirement Solutions, an Oregon-based retirement plan design, administration and consulting firm. The deal expands Prime Pensions' geographic presence in the Western United States and adds retirement plan compliance, administration and actuarial capabilities to its platform.
- Buyers
- Prime Pensions, LLC, Mill Point Capital LLC
- Targets
- Aldrich Retirement Solutions, LP
- Sellers
- Aldrich CPAs + Advisors
- Platforms
- Prime Pensions, LLC
- Industry
- Financial Services
- Location
- Oregon, United States
- Transaction Type
- Addon
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