Business Acquisition
Class VI Partners (formerly CapitalValue Advisors (“CVA”)) is pleased to announce the acquisition of Benefits and Incentives Group (“BIG”) by Mesirow Financial. Class VI Partners served as the exclusive financial advisor to BIG.
“I have had the pleasure of knowing Rich and BIG for several years, and I know how committed Rich and his team are to providing the best insurance and benefits solutions for their clients. In joining Mesirow, I know they will continue to provide the very best levels of service to their clients and will continue the legacy Rich and his team have built. It was terrific for us to be able to help BIG with this phase of their growth and evolution,” said Chris Younger, Managing Director at Class VI Partners.
Acquisition Transaction
BIG is a leading provider of employee benefits consulting and advisory services to employers across the Front Range of Colorado. The Company has an experienced and well-respected management and consulting team which provides services to over 300 clients, including some of the leading employers in Colorado. This transaction provides BIG a unique opportunity to serve as the platform for Mesirow Financial’s growth in the Denver market. The combined company will have the scale, breadth and capabilities to serve its clients’ additional needs including property and casualty, investment management, investment services, investment banking, consulting and real estate. Rich Johnson will continue with the company in a business development role.
“It was our desire to find a buyer that wanted to use our long-established brand recognition and reputation in the market place as a platform for their growth going forward. More than just an exit strategy, we wanted to provide an environment where our culture would continue and our employees would have opportunity for personal growth and where our clients would continue to enjoy the relationships and service level they have become accustomed to, while adding to the financial strength and resource base supporting our team. Class VI helped us select a buyer, guided us through the arduous process of due diligence and worked relentlessly in structuring favorable terms. This process was much more than we had anticipated and cannot imagine having been able to cross the finish line without Class VI’s expert advice and assistance,” said Rich Johnson, President of BIG.
About Mesirow Financial
Mesirow Financial was founded in 1937 and is a preeminent diversified financial services firm. For more information, visit the website at www.mesirowfinancial.com
About Class VI Partners
Class VI provides middle-market investment banking services, including mergers and acquisitions advisory, corporate advisory, business valuation, and private capital raising services through its affiliate, Class VI Securities, LLC and Member FINRA. Class VI is also affiliated with and offers wealth management services through Class VI Family Office, LLC, a Registered Investment Advisor with the Securities & Exchange Commission.
Rich Johnson, President of BIG, is a client of Class VI Partners and is not being compensated for sharing their opinion and experience with the firm. Any compensation creates a conflict of interest. Comments by Rich Johnson may not be representative of any other person’s experience with the firm and are no guarantee of future performance or success.
Additional Disclosures
Investment advisory services offered through Class VI Partners’ affiliate Class VI Family Office, LLC, a Registered Investment Adviser with the U.S Securities and Exchange Commission. Class VI Partners offers investment banking and private securities transactions through its affiliate, Class VI Securities, LLC. Class VI Securities, LLC is a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA). Class VI Pathfinder, LLC provides general business consulting to privately held businesses. Collectively these entities are referred to herein as “Class VI”.
Testimonials may not be representative of the experience of other customers. Any promotion, either via testimonial or endorsement, is unpaid (in cash or non-cash form) and does not guarantee future performance or success. We believe that all information provided is from credible and reliable sources. This information does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations.