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Mesirow acquires flexPATH's 3(38) fiduciary business

PRIVATEAug 13, 2026•1 day ago

Acquiring Company

Mesirow Wealth Management

Acquired Company

flexPATH Strategies

Chicago

North BrabantFinancial ServicesFinanceFinancial Services

Description

Mesirow Fiduciary Solutions has announced its plan to acquire the plan-level 3(38) business of flexPATH Strategies, enhancing its capabilities in the outsourced fiduciary services market. This acquisition marks Mesirow's second in the space this year. The deal is expected to close in the fourth quarter of 2026, pending customary closing conditions.

Company Information

Company

Mesirow Wealth Management

Location

North Clark Street

Chicago, Illinois, United States

About

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit mesirow.com and follow us on LinkedIn. Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's.

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Frequently asked

Who acquired flexPATH Strategies?

flexPATH Strategies was acquired by Mesirow Wealth Management, based in Chicago. The deal was reported on August 13, 2026. Mesirow is an independent, employee-owned financial services firm founded in 1937. Mesirow Wealth Management is privately held and operates in Financial Services.

When did Mesirow Wealth Management acquire flexPATH Strategies?

Mesirow Wealth Management's acquisition of flexPATH Strategies was reported on August 13, 2026. Mesirow Fiduciary Solutions has announced its plan to acquire the plan-level 3(38) business of flexPATH Strategies, enhancing its capabilities in the outsourced fiduciary services market. This acquisition marks Mesirow's second in the space this year. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does flexPATH Strategies do?

flexPATH Strategies is known for its innovative products and excellent service in the investment management sector. The company has been a sub-advisor for collective investment trusts for over a decade. It is privately held, operating in Financial Services, and is based in North Brabant.