The Vistria Group Partners with Kohlberg & Company to Invest in U.S. Retirement & Benefits Partners

The Vistria Group Takes Majority Stake in Curi Capital

August 25, 2026

Wealth Management

The Vistria Group agreed to make a majority investment in Curi Capital, becoming an ownership partner alongside the firm’s employee owners and existing shareholders, including Curi and Wealth Partners Capital Group. The investment is intended to support technology and talent investments, enhance client services, and help Curi Capital pursue additional RIA acquisitions; the transaction was completed on October 1, 2026.

U.S. Retirement & Benefits Partners Acquires Pension Planning Consultants

October 18, 2024

Financial Services

U.S. Retirement & Benefits Partners (USRBP) has acquired Pension Planning Consultants (PPC), a retirement plan third-party administrator based in Albuquerque, New Mexico. The deal expands USRBP's Southwest footprint and adds PPC's retirement plan administration and consulting capabilities to USRBP's national partner network.

The Vistria Group Recapitalizes The Mather Group

April 6, 2022

Financial Services

The Vistria Group has entered a strategic partnership and recapitalization with The Mather Group, LLC (TMG), a Chicago-based wealth management firm with roughly $8 billion AUM. The investment will provide capital to support TMG's continued organic growth and acquisition-driven expansion while backing CEO Chris Behrens and the existing leadership team.

The Vistria Group Completes Majority Recapitalization of Education Solutions Services (ESS)

March 15, 2022

Education

The Vistria Group has acquired a majority stake in Education Solutions Services (ESS), a Knoxville-based K-12 staffing and virtual instruction provider; Nautic Partners sold the majority interest but will remain a minority investor. Comvest Credit Partners acted as administrative agent on a senior secured credit facility to support the transaction. ESS serves roughly 900 school districts (over 4 million students) and will use the new partnership to accelerate growth and expand its virtual and managed staffing capabilities.

U.S. Retirement & Benefits Partners Acquires MidAmerica Administrative & Retirement Solutions

January 3, 2022

Financial Services

U.S. Retirement & Benefits Partners (USRBP) has acquired MidAmerica Administrative & Retirement Solutions from Alpine Investors. The acquisition combines MidAmerica’s public-sector retirement and health & welfare plan administration capabilities with USRBP’s national platform to deepen market coverage and expand service capabilities for K-12, higher education and government clients.

The Vistria Group Becomes Majority Investor in Edmentum

December 1, 2020

Education

The Vistria Group made a strategic growth investment in Edmentum and will become the company's majority stakeholder. Existing investors New Mountain Finance Corporation and funds managed by BlackRock will retain ownership positions as Vistria supports Edmentum's expansion of K–Adult digital curriculum and assessment offerings.