Request Deal Involvement

The Vistria Group completed the acquisition of a majority stake in US Retirement & Benefits Partners from Kohlberg & Company.

Identify your role

Select the side you represented in this transaction, and provide your current job title.

Service Providers

Raymond James

financial advisors

Raymond James

William Blair & Co

financial advisors

William Blair & Co

Robert W Baird

financial advisors

Robert W Baird

FGS Global

pr advisors

FGS Global

or

Principals

US RETIREMENT & BENEFITS PARTNERS

target

US RETIREMENT & BENEFITS PARTNERS

THE VISTRIA GROUP

bidder

THE VISTRIA GROUP

KOHLBERG & COMPANY LLC

vendor

KOHLBERG & COMPANY LLC

Principals or Service Provider not listed?Add missing Service Provider or Principal

Enter your Job Title on this deal

This title will appear on your profile next to this deal involvement.


To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:

All rights reserved. Copyright © 2025 Datasite