Marsh & McLennan Agency Acquires Compass Financial Partners
05 1월 2021 - 11:00PM
Business Wire
Enhances Retirement Plan Consulting
Expertise
Marsh & McLennan Agency LLC (MMA), the middle market
subsidiary of Marsh, today announced the acquisition of Compass
Financial Partners, a Greensboro, North Carolina-based retirement
consulting and investment advisory firm. Terms of the acquisition
were not disclosed.
A nationally recognized leader in the sector, Compass Financial
Partners provides institutional retirement plan consulting and
fiduciary services to clients across the US; its combined plan
assets exceed $14 billion. Additionally, the company provides
private wealth management and financial planning services to select
individuals and families.
Compass colleagues will continue to work under the leadership of
founders and Managing Partners Kathleen Kelly and George Hoyle. Ms.
Kelly also will join MMA’s National Retirement Strategy Team and
lead the Retirement Services Practice for the Mid-Atlantic
region.
Commenting on the acquisition, Bill Jeatran, President of MMA,
said: “Compass is a highly respected firm, recognized for its
commitment to providing extraordinary service and measurable
results to clients. Its acquisition represents a significant
enhancement of our capabilities as we seek to further integrate
health, wealth, and retirement into our total wellbeing solution
for clients. We are excited to welcome Compass’ colleagues to MMA,
and we look forward to Kathleen’s leadership on our National
Retirement Strategy Team.”
“The addition of Kathleen, George, and their colleagues will
significantly expand our expertise in retirement services,” said
John Stanchina, CEO of MMA’s Mid-Atlantic region. “Compass is
another example of our continued ability to attract the highest
quality teams to join MMA which strengthens our ability to serve
clients.”
Ms. Kelly added: “Joining MMA allows us to broaden and enhance
the resources we offer to both our clients and colleagues. Our team
is eager to play a role in the ongoing growth of this dynamic
national firm.”
About Marsh & McLennan Agency
Marsh & McLennan Agency LLC is a subsidiary of Marsh
established in 2008 to serve as a platform for the middle market.
MMA offers commercial property, casualty, personal lines, and
employee benefits to businesses and individuals across North
America.
About Marsh
Marsh is the world’s leading insurance broker and risk advisor.
With over 35,000 colleagues operating in more than 130 countries,
Marsh serves commercial and individual clients with data driven
risk solutions and advisory services. Marsh is a business of Marsh
& McLennan Companies (NYSE: MMC), the leading global
professional services firm in the areas of risk, strategy and
people. With annual revenue approaching US$17 billion and 76,000
colleagues worldwide, MMC helps clients navigate an increasingly
dynamic and complex environment through four market-leading
businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow
Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or
subscribe to BRINK.
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version on businesswire.com: https://www.businesswire.com/news/home/20210105005093/en/
Sally Roberts Marsh 303 952 9453 Sally.Roberts@marsh.com
Heather Dutch Marsh & McLennan Agency 336 690 8511
Heather.Dutch@marshmma.com
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