Mesirow Acquires $23 Billion in Retirement Assets From LeafHouse Advisors
Updated
Updated · Crain's Chicago Business · May 4
Mesirow Acquires $23 Billion in Retirement Assets From LeafHouse Advisors
3 articles · Updated · Crain's Chicago Business · May 4
$23 billion in retirement assets moved to Mesirow through its acquisition of LeafHouse Financial Advisors, expanding Mesirow's retirement business.
LeafHouse was the driver of the increase, with the deal adding a large block of retirement assets rather than organic inflows.
The transaction marks a sizable scale-up for Mesirow in retirement advisory services, with the latest report centered on the asset transfer completed through the acquisition.
How will this $23B deal help Mesirow navigate the high-risk, high-return world of private assets in retirement plans?
As Mesirow acquires LeafHouse, can its tech-driven innovation survive within an institutional giant?