General group problem solving model

Legal & General Retirement America and RGA Partner to Complete $309 Million Pension Risk Transfer Transaction with PPG

Retrieved on: 
星期三, 五月 31, 2023
Finance, Consulting, Professional Services, Insurance, Human Resources, Partnership, PRT, Reinsurance Group of America, General group problem solving model, History, Retirement, Fortune 500, PPG, RGA, NYSE, Law

Legal & General Retirement America (LGRA) and Reinsurance Group of America, Incorporated (NYSE:RGA) announced today that they have entered into a $309 million pension risk transfer (PRT) transaction with PPG, a Pittsburgh-based Fortune 500 global leader in manufacturing paints, coatings and specialty materials.

Key Points: 
  • Legal & General Retirement America (LGRA) and Reinsurance Group of America, Incorporated (NYSE:RGA) announced today that they have entered into a $309 million pension risk transfer (PRT) transaction with PPG, a Pittsburgh-based Fortune 500 global leader in manufacturing paints, coatings and specialty materials.
  • The lift-out covers over 4,000 retirees and beneficiaries with benefits under a defined benefit pension plan sponsored by PPG.
  • “We are proud to work together with RGA to protect the retirement income of over 4,000 of PPG’s retirees and beneficiaries.
  • “We are delighted to be bringing our exceptional financial strength and global expertise directly to U.S. pension plans.”

Generational Equity Advises Inteli-Care in its Sale to 24 Hour Home Care, a Company under TEAM Public Choices

Retrieved on: 
星期五, 十二月 2, 2022
Professional Services, Health, Practice Management, Managed Care, Finance, General Health, Consulting, Disability, Sale, Onesimos Nesib, Tier 1, General group problem solving model, IC, Growth, M&A, Equity (finance), Acquisition, Education, Caregiver, Quality of life, Organization, TPC, Financial services, Residential care, Management, Medicine

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Inteli-Care LLC to 24 Hour Home Care, a company under the national home care organization, TEAM Public Choices.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Inteli-Care LLC to 24 Hour Home Care, a company under the national home care organization, TEAM Public Choices.
  • With a superior industry reputation, strong customer relationships, recurring monthly accounts, and a solid management team, IC is well-positioned for continued growth.
  • 24 Hour Home Care is a trusted in-home care company that provides friendly and reliable home care services to seniors and children with disabilities.
  • We are incredibly honored to be help our clients do a deal with 24 Hour Home Care and TEAM Public Choices.

Legal & General Retirement America Completes Pension Risk Transfer Deal with Rolls-Royce North America Inc.

Retrieved on: 
星期四, 十二月 1, 2022
Professional Services, Insurance, Finance, Banner, Workplace, PRT, ADR, Legal & General, Pension, Retirement, LEI, Aon (company), RR, AON, Nintendo of America, Inc. vs. Blockbuster LLC., MD, LSE, Capitalism, Rolls-Royce Holdings, NYSE, General group problem solving model, Carbon, Research, Rolls-Royce, Life insurance, Pension fund, Weapon, Law, Professional Services, Insurance, Finance

Legal & General Retirement America (LGRA) announced today that it has completed a c.$145 million pension risk transfer (PRT) transaction with Rolls-Royce North America Inc.

Key Points: 
  • Legal & General Retirement America (LGRA) announced today that it has completed a c.$145 million pension risk transfer (PRT) transaction with Rolls-Royce North America Inc.
  • Legal & General Group (Legal & General) has a long-standing relationship with Rolls-Royce providing both investment and pension de-risking expertise and support in the UK.
  • Legal & General Retirement America (LGRA) specializes in customized pension risk solutions for institutional clients in the U.S. market.
  • Established in 2015, Legal & General Retirement America is a business unit of Legal & General America, Urbana, MD.

Generational Wealth Advisors Recognized as D Magazine 2022 Top Wealth Manager

Retrieved on: 
星期三, 十一月 16, 2022
Banking, Accounting, Professional Services, Finance, Sale, Certified Financial Planner, Trust, Crowe, General group problem solving model, CIO, Finance, Acquisition, Senior advisor, GWA, Dallas–Fort Worth metroplex, D Magazine, Financial Planning Association of Australia, Best, Disclosure, CFPS, Equity (finance), Education, Registered investment adviser, Financial adviser, Financial services, Investment

Generational Wealth Advisors (GWA), a member of Generational Group (Generational), is proud to be named a D Magazine Top Wealth Manager for a 12th year.

Key Points: 
  • Generational Wealth Advisors (GWA), a member of Generational Group (Generational), is proud to be named a D Magazine Top Wealth Manager for a 12th year.
  • I am proud of our team for being honored in the 2022 D Magazine awards, said Brent Everett , Founder and CIO, Generational Wealth Advisors.
  • Generational Wealth Advisors is an award-winning wealth management firm based in Texas that serves a national client base.
  • Generational Equity , Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors , Generational Consulting Group and DealForce are part of Generational Group , which is headquartered in Dallas, Texas and is one of the leading middle market investment banks in North America.

Generational Equity Advises Custom Components & Logistics in its Sale to HKR

Retrieved on: 
星期五, 十月 28, 2022
Other Manufacturing, Steel, Finance, Consulting, Engineering, Professional Services, Manufacturing, Machinery, Machine Tools, Metalworking & Metallurgy, Other Professional Services, Company, General group problem solving model, Acquisition, General manager, Aluminium, Growth, Equity (finance), Professional, Central Region, HKR, Culture, CC, Education, LLC, M&A, Â, Knowledge, Entrepreneurship, Carbon, Sale, Financial services

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client CCL Acquisition, LLC (dba Custom Components & Logistics) to HKR.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client CCL Acquisition, LLC (dba Custom Components & Logistics) to HKR.
  • Additionally, the Company provides precision metal stamping, machining, tool and die and custom fabrication to customer specifications.
  • Without Don and Generational Equity, the sales experience of Custom Components & Logistics would not have been possible and for that, we thank you!
  • Generational Equity , Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors , Generational Consulting Group , and DealForce are part of the Generational Group , which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.

Legal & General America Harnesses iPipeline® Solutions to Optimize Distribution and Insure More Families

Retrieved on: 
星期一, 十月 24, 2022
Insurance, Printing, LGAA UAVs, General group problem solving model, NYSE, Law, Intelligence, General officer, Business, Collection, Operation, Legal & General, ROP, Industry, Data analysis, Ecosystem, LGA, Roper Technologies, Retail, Fitch

This strategic relationship will enable LGA–a top five U.S. term life insurance provider--to tap into iPipeline's extensive real-time industry data, as well as its distribution network, to improve speed at all points of the insurance process -- from quote to delivery. By using InsureSight, iPipeline's data and case analytics, LGA will be able to competitively benchmark its sales and market performance, providing them with real-time insight at a more granular level.

Key Points: 
  • "Legal & General America is a forward-thinking life insurance provider, and we are proud that our innovative solutions can offer insights which can bring the firm even closer to its distribution partners," said David Libesman, Vice President of Data Analytics at iPipeline.
  • Legal & General America is part of the worldwide Legal & General Group.
  • For over 70 years, the Legal & General America companies have been in the business of providing financial protection through life insurance for American families.
  • The Legal & General America companies are Banner Life Insurance Company and William Penn Life Insurance Company of New York.

Generational Equity Advises Shipley Associates in its Sale to Petra Capital Partners and Patriot Capital

Retrieved on: 
星期三, 九月 21, 2022
Finance, Consulting, Professional Services, Other Professional Services, Small Business, Ethics, Chief executive officer, General group problem solving model, Sale, Equity (finance), Company, Consultant, Acquisition, Industry, Investment, SBIC, CEO, Technology, Solution, SR, Patriot, EVP, Education, Financial services, Management

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce sale of its client, Shipley Associates, Inc. to Petra Capital Partners and Patriot Capital.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce sale of its client, Shipley Associates, Inc. to Petra Capital Partners and Patriot Capital.
  • Petra Capital Partners (Petra), located in Nashville, Tennessee, is a private equity firm engaged in providing growth capital for companies located throughout the United States.
  • Since 2000, Patriot Capital funds have invested over $1 billion of capital in more than 145 platform investments across five investment vehicles.
  • Generational Equity , Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors , Generational Consulting Group , and DealForce are part of the Generational Group , which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.

Winston Family Foundation Names Sylia Obagi as Founding Executive Director

Retrieved on: 
星期二, 九月 20, 2022
Neuroscience, International Coaching Federation, Princeton University Department of Psychology, Health, Culture, Child, Roy, Developmental psychology, Business administration, Brain, CPA, Organization, Zein E. Obagi, Foundation (nonprofit), California State University, Psychology, COO, Environment, Anderson School, The Anderson School PS 334, UCLA, UNC, Investment, General group problem solving model, Economic development, CEO, Adolescence, Chief executive officer, Technology, MBA, BoardSource, Alchemy, Accounting, Arthur, Leadership, Foundation, Annenberg Foundation, LA, Heart, ICF, University, Management, Tourism, Medicine, The Walt Disney Company, Marketing

JACKSONVILLE, Fla., Sept. 20, 2022 /PRNewswire/ -- The Winston Family Foundation, a new philanthropic organization, announced today, Sylia Obagi, CPA, MBA, as its founding executive director. The Winston Family Foundation seeks to address issues of national importance related to health and well-being, focusing on child and adolescent brain development, environment, and community and economic development.

Key Points: 
  • JACKSONVILLE, Fla., Sept. 20, 2022 /PRNewswire/ -- The Winston Family Foundation, a new philanthropic organization, announced today, Sylia Obagi, CPA, MBA, as its founding executive director.
  • Obagi has guided the giving strategies of several high-profile, high-net-worth families and held leadership executive roles with various family foundations, most recently with the Arthur M. Blank Family Foundation.
  • In her role as vice president of finance and operations for the Arthur M. Blank Family Foundation, Obagi was part of the foundation and the Blank Family Businesses executive leadership team.
  • "Sylia is a rare leader who understands how to build organizations and convert philanthropic ambition into positive action," said Jim Winston, Jr., Ph.D., trustee of the Winston Family Foundation.

Legal & General Retirement America Secures $735 Million in New Transactions in Q2 2022

Retrieved on: 
星期二, 八月 16, 2022
Other Professional Services, Professional Services, Finance, Legal & General, District, Banner, General group problem solving model, Risk management, View, Retirement, General officer, PRT, Goal, Solution, MD, Life insurance, Law

Legal & General Retirement America (LGRA) announced it closed $735 million in pension risk transfer (PRT) transactions in Q2 2022, marking the largest quarter to date for the organization.

Key Points: 
  • Legal & General Retirement America (LGRA) announced it closed $735 million in pension risk transfer (PRT) transactions in Q2 2022, marking the largest quarter to date for the organization.
  • Legal & General Retirement America (LGRA) specializes in customized pension risk solutions for institutional clients in the U.S. market.
  • Established in 2015, Legal & General Retirement America is a business unit of Legal & General America, Urbana, MD.
  • The Legal & General America companies are part of the worldwide Legal & General Group.

Generational Equity Advises CK Environmental in its Sale to Alliance Technical Group

Retrieved on: 
星期二, 七月 26, 2022
Banking, Other Energy, Professional Services, Energy, Other Construction & Property, Asset Management, Environment, Construction & Property, Other Professional Services, Green Technology, Finance, Consulting, Sale, Acquisition, M&A, Education, Pleasure, Industry, CKE, Equity (finance), Certification, Company, Senior, Procurement, General group problem solving model, LLC, Financial services, Alliance

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, CK Environmental, Inc. to Alliance Technical Group, LLC.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, CK Environmental, Inc. to Alliance Technical Group, LLC.
  • CK Environmental (CKE), located in Canton, Massachusetts is an environmental consulting firm specializing in air quality sampling, analyzing, and reporting primarily for smoke-stack emissions.
  • Headquartered in Decatur, Alabama, Alliance Technical Group (Alliance) has more than 30 locations, 850+ employees, and is the leading provider of source testing, emissions monitoring, and analytical services to customers throughout the United States.
  • Generational Equity , Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors , Generational Consulting Group , and DealForce are part of the Generational Group , which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.