Nutter Represents Definiti LLC in Its Acquisition of Two Firms in the Great Lakes RegionPrint PDF
Boston – Nutter served as legal counsel to Definiti LLC, a private equity-backed, national leader in the retirement services industry, in connection with its acquisition of Dana Consulting Group, Ltd. and Noble-Davis Consulting, Inc., two firms in the Great Lakes Region. The legal team was led by Michael Kushnir in the Corporate and Transactions Department and included Portia Keady and Tim Rennie on corporate matters and Chris McLoon on tax matters.
Dana Consulting Group, Ltd., has a long history of providing third-party administration services for 401(k) and cash balance plans for clients in Illinois and the surrounding area. The firm’s retirement plan professionals provide comprehensive consulting services for sponsors of tax-qualified retirement plans. Noble-Davis Consulting, Inc., based in Ohio, has helped businesses of all sizes create and manage their ideal retirement plan for more than 35 years. The highly trained staff is well-known in the area for proactive, hands‐on retirement plan and welfare services. Read more about the transaction.
Dana Consulting Group and Noble-Davis Consulting are the most recent acquisitions for Definiti, which now serves more than 8,000 retirement plans across the United States with more than $15 billion in assets under administration.
Definiti LLC was formed with the goal of creating a leader in the retirement services industry. The company’s strategy begins with the acquisition of successful TPAs, recordkeepers, and actuarial consultants. Definiti LLC strives to accelerate growth, profitability, and service excellence by leveraging scale, technology, financial resources, and operational expertise.
Nutter’s Corporate and Transactions Department represents domestic and international corporations, publicly traded and privately-held companies, private equity firms, nonprofit institutions, and family-owned businesses in a wide variety of domestic and cross-border transactions. The firm’s attorneys advise on significant transactions in every major industry sector, including manufacturing, high technology, life sciences, banking, professional services, real estate, energy, medical devices, and health care. Nutter’s corporate law practice handles the full range of M&A and private equity transactions, including representing buyers and sellers in auctions and bid processes, mergers, asset sales, stock purchases, leveraged buyouts, roll-ups, joint ventures, PIPEs, going private transactions, exchanges of securities, friendly and hostile tender offers, and proxy contests.
Nutter is a Boston-based law firm that provides legal counsel to industry-leading companies, early stage entrepreneurs, institutions, foundations, and families, across the country and around the world. The firm’s business and finance, intellectual property, litigation, real estate and land use, labor and employment, tax, and trusts and estates practices are national in scope. The firm was co-founded in 1879 by former U.S. Supreme Court Justice Louis D. Brandeis, before his appointment to the Court. For more information, please visit www.nutter.com and follow the firm on LinkedIn.