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Iselin, NJ, March 29, 2018—U.S. Retirement & Benefits Partners (USRBP), a leading provider of employee benefits and retirement planning services, announced today that its management team has partnered with Kohlberg & Company, L.L.C. (Kohlberg), a leading private equity firm headquartered in New York, to acquire the company.

Mark Skinner, who co-founded U.S. Retirement & Benefits Partners in 2007, will continue to lead USRBP as its President and CEO.  Since its inception, USRBP has grown to become one of the nation’s largest independent financial services firms specializing in employee benefits and retirement planning for educational, government/municipal, private and non-profit employers. The company manages more than $42 billion of assets for more than 2 million clients and facilitates the design and administration of benefits and retirement programs for nearly 3,400 school districts and over 5,000 corporate employers.

“The opportunity for us to partner with Kohlberg is a seminal moment for USRBP,” stated Mark Skinner. “Kohlberg’s knowledge, expertise and sustained track record of investment success makes them the ideal partner to help implement USRBP’s plans for strategic growth. With the support of our new partner, we look forward to accelerating our growth and expanding our service model to better serve our clients today and going forward. As we enter the next chapter of our development, we also want to recognize the contributions of Centre Partners as well as my close friend and business partner of 38 years, Bob Dughi, who co-founded USRBP with me.  Bob has been an outstanding partner to USRBP, and we wish him all the best in his new endeavors.”

Evan Wildstein, Partner with Kohlberg, added, “USRBP is a dynamic platform that is well-positioned for strong growth, both organically and through targeted acquisitions. We are excited to partner with Mark and his team, and we look forward to supporting their growth strategies and building on the substantial success the company has achieved to date.”

About Kohlberg & Company
Kohlberg & Company, L.L.C. is a leading private equity firm specializing in middle-market investing. Since its inception in 1987, Kohlberg has organized eight private equity funds, through which it has raised $7.5 billion of committed equity capital. Over its 31-year history, Kohlberg has completed 72 platform investments and over 160 add-on acquisitions, with an aggregate transaction value in excess of $15 billion. Kohlberg invests in companies where it can work in partnership with senior management to identify growth opportunities and implement operating and strategic business initiatives, resulting in substantial increases in revenue and cash flow.

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About U.S. Retirement & Benefits Partners
Headquartered in Iselin, NJ, U.S. Retirement & Benefits Partners is the nation’s largest independent K-12 public school and governmental employee benefits and retirement planning services firm, also serving the corporate and non-profit marketplace, with over 2 million clients serviced through 41 regional Partner Firms.

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