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
Location
California, United States
Transaction Type
Buyout

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