Pavilion to Acquire Plan Sponsor Advisors

Pavilion Financial Corporation has agreed to acquire Plan Sponsor Advisors, with the transaction expected to close on or around June 20.

Pavilion, an employee-owned global investment services firm, offers institutional investment consulting through Pavilion Advisory Group, whose consultants provide tailored advice, strategies and solutions for institutional clients.

When the transaction is complete, Plan Sponsor Advisors’ operations will be merged with Pavilion Advisory Group Inc.  Plan Sponsor Advisors will maintain its name on a co-branded basis with Pavilion over the near term, with plans to assume the Pavilion Advisory Group name in the future. 

Plan Sponsor Advisors, an investment and retirement benefit consultancy, was recognized as a Top 100 Retirement Plan Adviser by PLANADVISER in 2013, as a multioffice team with more than $10 billion in assets under advisement.  

Founded in 2002 and with offices in Chicago and Indianapolis, Plan Sponsor Advisors provides fiduciary and non-fiduciary consulting services to publicly traded and privately held companies including global corporations, major healthcare systems and family-owned businesses.  Over 90% of its revenue is derived from defined contribution plan sponsors. Plan Sponsor Advisors advises on more than $22 billion in retirement plan assets. 

News of the acquisition comes on the heels of Pavilion’s May 29 announcement of the planned acquisition of LP Capital Advisors, a Sacramento, California, investment consulting firm with expertise in alternative asset classes.