Mesirow Fiduciary Solutions Acquires flexPATH Strategies Plan-Level 3(38) Business
August 14, 2026
Mesirow, an independent, employee-owned financial services firm, entered into an agreement to acquire the plan-level 3(38) business of flexPATH Strategies. The deal expands Mesirow Fiduciary Solutions’ outsourced fiduciary capabilities, particularly in discretionary custom portfolio management and investment lineup services. The transaction is expected to close in the fourth quarter of 2026, subject to customary closing conditions.
- Buyers
- Mesirow
- Targets
- flexPATH Strategies, LLC (plan-level 3(38) business)
- Sellers
- flexPATH Strategies, LLC
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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