Disposition · Activity not yet classified

U.S. Retirement & Benefits Partners

Transaction overview

Reported completed

Source published:

Exact closing date not established.

Centre Partners reported selling U.S. Retirement & Benefits Partners to Kohlberg & Company. The transaction terms and exact closing date were not disclosed.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Centre Partners Sells U.S. Retirement & Benefits Partners ↗

    Official firm website · Published Apr 2, 2018

    Centre Partners reported selling U.S. Retirement & Benefits Partners to Kohlberg & Company. The transaction terms and exact closing date were not disclosed.

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U.S. Retirement & Benefits Partners · RIA Monitor