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PARTNERSHIP CAPITAL GROWTH ACTED AS EXCLUSIVE FINANCIAL ADVISOR Retirement Bridge™, an online retirement client survey and reporting tool, has been acquired by Allstate Life Insurance Company. Partnership Capital Growth (PCGA) acted as exclusive financial advisor to Retirement Bridge, LLC. Ken Dychtwald, Ph.D., founder and president of Age Wave and Retirement Bridge, LLC, hired PCGA in early 2008 to explore strategic alternatives for Retirement Bridge, LLC. PCGA led an extensive process, which evaluated multiple investment options. PCGA ultimately recommended a full sale of the Company’s assets to a strategic buyer. The Retirement Bridge™ tool and related assets were acquired by Allstate in the second quarter of 2008.About Retirement Bridge™ Retirement Bridge™ is a client engagement tool that provides financial professionals with a holistic and comprehensive portrait of their clients’ retirement planning needs. Developed from decades of landmark research and interviews with tens of thousands of men and women worldwide, Retirement Bridge™ depicts an individual’s psychological, lifestage and lifestyle profile, investigates their retirement hopes, fears and readiness and paints a picture of how they ideally want their financial professional to engage them. The tool also provides client-specific tactics to guide financial advisors toward a far more solutions oriented, consumer-centric approach to building their business. About Allstate Life Insurance The Allstate Corporation is the nation’s largest publicly held personal lines insurer. A Fortune 100 company with $156.4 billion in assets, Allstate sells 13 major lines of insurance, including auto, property, life and commercial. Allstate, through Allstate Life Insurance and other subsidiaries, also offers retirement and investment products and banking services. Allstate is widely known for its “You’re In Good Hands With Allstate®” slogan. Allstate was founded in 1931 and became a publicly traded company in 1993. www.allstate.com About Partnership Capital Growth Partnership Capital Growth is a FINRA/SIPC-licensed broker-dealer that provides full-service merger and acquisition, financing and capital structure advisory services to high-growth middle market companies. PCGA focuses exclusively on consumer products and services in the areas of healthy, active and sustainable living and is based in San Francisco, California. www.pcg-advisors.com Please feel free to contact Brent Knudsen at brent@pcg-advisors.com to discuss this transaction. |
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