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Transactions / Prime Pensions

Prime Pensions Announces Strategic Investment from Lightyear Capital for Next Phase of Growth

Growth investmentannouncedannounced Mar 5, 2024Fact
What happened
Target
Prime Pensions
Platform
not an add-on on record
Control
unknown
Share acquired
unknown
Industry
unknown
Target location
NJ, US
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
8 named
Buy side
  • Michael LangerDeal partnerconfirmed
    “Michael Langer, Managing Director at Lightyear added, “We believe Prime Pensions is well-positioned to achieve outsized growth through their differentiated approach to client service and as an acquiror of choice in the market.”
  • Mark Francis VassalloDeal partnerconfirmed
    ““We are excited to welcome Prime Pensions to our portfolio,” said Mark Vassallo, Managing Partner at Lightyear.”
  • Max RakhlinDeal partnerconfirmed
    “Max Rakhlin, Managing Director at Lightyear said, “The massive and growing retirement sector encompasses over 800,000 plans and is supported by regulatory and demographic tailwinds.”
  • Lightyear Capital LLCSponsorconfirmed
    “Lightyear Capital is a New York-based private equity firm that partners with growing companies at the nexus of financial services and technology, healthcare, and business services.”
Advisory side
  • William Blair & Company, L.L.C.Buy-side adviserconfirmed
    “Davis Polk & Wardwell LLP served as legal counsel and William Blair & Company served as financial advisor to Lightyear.”
  • Davis Polk & Wardwell LLPLegal adviserconfirmed
    “Davis Polk & Wardwell LLP served as legal counsel and William Blair & Company served as financial advisor to Lightyear.”
Side not stated
  • Scott FeitManagementconfirmed
    ““Our partnership with Lightyear allows us to continue to provide unparalleled service and solutions to our clients, as well as accelerate our journey to becoming the premier third-party retirement administrator nationwide,” said Scott Feit, Chief Executive Officer of Prime Pensions.”
  • Prime PensionsTargetconfirmed
    “Prime Pensions Announces Strategic Investment from Lightyear Capital for Next Phase of Growth”
Evidence
“Prime Pensions Announces Strategic Investment from Lightyear Capital for Next Phase of Growth”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 15, 2026