KPMG Corporate Finance

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Universal Pensions

Background 

Universal Pensions is a leading provider of retirement plan services and related business solutions used by thousands of financial institutions, including securities firms, banks, mutual funds, insurance and trust companies.

“KPMG Corporate Finance's dedicated investment banking team attracted parties from the world over to maximize both value and suitability…”
Thomas G. Anderson, President, Universal Pensions, Inc.

Recognized Leader 

With the acquisition of Universal Pensions, Bisys now offers an unprecedented array of products, services and expertise unparalleled in the retirement plan services industry. Bisys now provides record keeping services to approximately 15,000 401(k) plans with nearly 1.3 million participants.

Exclusive Financial Advisor 

Universal Pensions selected KPMG Corporate Finance as its exclusive financial advisor for the sale process.  KPMG Corporate Finance managed the sale process through a competitive auction and advised Universal Pensions on all aspects of the transaction.

Maximizing Value

KPMG Corporate Finance identified and contacted pertinent strategic buyers, including 11 headquartered outside North America, to ensure the greatest level of value for our client.

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© 2008 KPMG Corporate Finance LLC, a U.S. limited liability company, is a member of FINRA and is registered as a broker dealer with the SEC. KPMG Corporate Finance LLC is a subsidiary of KPMG LLP, a UK limited liability partnership and the UK member firm of the KPMG network of independent member firms affiliated with KPMG International, a Swiss cooperative.