TriSpan LLP Makes Strategic Growth Investment in Slavic401k
May 16, 2024
TriSpan LLP completed a strategic growth investment in Slavic401k, a Boca Raton-based retirement services firm that administers multiple employer 401(k) plans. The minority investment (terms undisclosed) will fund capability expansion including cybersecurity and SECURE 2.0 tax credit capabilities to drive new plan formation; McHenry Consulting advised Slavic401k.
- Buyers
- TriSpan LLP
- Targets
- Slavic401k
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Growth capital
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