In addition to welcoming the team at Carlson Quinn, Strongpoint
continues to invest in its most important asset, its people, with
the addition of Chief People Officer, Marta
Sullivan and VP of Corporate Development, Jack Toner
CHICAGO, May 1, 2024
/PRNewswire-PRWeb/ -- Strongpoint Partners ("Strongpoint"), a
tech-enabled financial services platform focused on third-party
administration of retirement plans, recordkeeping, payroll, and HR
solutions for SMBs, announced a partnership with Carlson Quinn, a
specialized retirement plan design, consultation, and compliance
firm renowned for its depth of expertise and experience in handling
complicated retirement challenges and unique plan structures with
industry-leading service and care.
"Strongpoint made it so clear this was the ideal home for us. We
had a great business full of really special people, but Strongpoint
gives us an opportunity to scale and be a part of building
something we simply couldn't have done on our own." - Brian Quinn and Leif
Carlson
This addition caps a phenomenal Q1 for Strongpoint Partners that
included welcoming two new key executives: Marta Sullivan has joined Strongpoint as Chief
People Officer to lead human resources, and Jack Toner has joined as Vice President of
Corporate Development to lead M&A activities.
"We started 2023 with fewer than 100 employees," said
Strongpoint CEO Danny Hest, "and
with the addition of Carlson Quinn, we now support more than 220
employees across the United
States, with more joining in the coming months. With growth
like ours, it's critical that we have a keen focus on employee
experience and on talent acquisition and development. Marta brings
exceptional insight and expertise to ensure we are building and
sustaining employee development programs that can scale as we
scale."
"Strongpoint is an incredible organization with caring leaders
who have made people the core of everything they do," said
Sullivan, who previously led HR for organizations such as Refresh
Mental Health, BlueSprig, and Standard Register Corporation. "I'm
blessed to be here and really looking forward to supporting our
continued growth, starting with the addition of Carlson Quinn. They
bring a unique perspective on the market that is already adding to
our capabilities, and as Chief People Officer the number one thing
you look for is team members willing to lean in, share with each
other and learn from each other. In that regard, we couldn't be
happier with how Carlson Quinn is integrating into our partnership
here at Strongpoint."
Toner brings over 6 years of M&A experience from financial
technology and insurance company Acrisure. Hest explained, "Jack
has quickly become a tremendous asset, working closely with
Doug Simon, Strongpoint's Chief
Development Officer, to ensure we're identifying the right
potential partners and being very honest about what it means to be
a Strongpoint Partner."
"It's a really exciting time to join Strongpoint," added Toner.
"Our unique approach is resonating in the marketplace, and when you
have the quality of business leaders that we have it becomes very
easy to tell our story, because they're a living embodiment of what
it means to be a Strongpoint partner. My focus is on maintaining
that culture by bringing in other partners who share that
perspective, and so far the market has been highly responsive."
Reflecting on their decision for Carlson Quinn to join
Strongpoint, Brian Quinn and
Leif Carlson explained, "It wasn't
only Jack, Marta, Danny, or Doug, all of whom we worked with very
closely throughout this process, but all of the other tremendous
founders and presidents across Strongpoint made it so clear this
was the ideal home for us. As the market continues to evolve, what
it takes to be successful also evolves. We had a great business
full of really special people, but Strongpoint gives us an
opportunity to scale and be a part of building something we simply
couldn't have done on our own. It's the perfect blend of the
ability to maintain our brand, our culture and personality, and
what it is we do for our clients that makes us so unique in the
market, but to do it with the infrastructure and expertise of a
national organization that's growing at a pace we couldn't even
have imagined previously."
To learn more about Strongpoint Partners, please visit
www.strongpointpartners.com or email
info@strongpointpartners.com.
About Strongpoint Partners
Strongpoint Partners is a fast-growing, tech-enabled financial
services platform that provides third-party retirement
administration ("TPA"), recordkeeping, and integrated payroll and
HR technology solutions for small and medium businesses.
Strongpoint's suite of services prioritizes accuracy, compliance,
and reduction of regulatory risk for its clients, delivered by
local client success teams that understand the nuances of the
markets they serve. With a coast-to-coast network of leading firms
including HowardSimon, Jocelyn Pension Consulting, Retirement
Strategies Group ("RSG"), Retirement Planners and Administrators
("RPA"), Pension Financial Services ("PFS"), Pollard &
Associates, and Carlson Quinn, Strongpoint Partners combines a
relentless passion for service and innovation with the experience
and expertise required to make retirement work for everyone. For
more information, please visit: www.strongpointpartners.com.
About Carlson Quinn
Carlson Quinn was founded as a retirement consulting firm in
1994 by Leif Carlson and
Brian Quinn. Over the years, the
firm has built a solid reputation as a strategic retirement
consulting firm and third-party administrator by providing
high-quality, personalized service to their clients and employees.
Carlson Quinn works with an extensive network of professional
associates, including RIAs, ERISA attorneys, CPAs, and actuaries to
enhance the breadth and depth of the services they provide to their
clients. Backed by their staff of retirement experts and external
partner resources, Carlson Quinn provide clients with customized
services in consulting, administration, actuarial valuation, and
legal compliance on a breadth of retirement programs including
401(k) plans, 403(b) plans, 457 plans, profit sharing plans,
traditional defined benefit pension plans, cash balance plans,
ESOPs, and non-qualified deferred compensation plans. Carlson Quinn
works with for-profit, non-profit, government agencies, and
publicly-traded companies. The firm's clients include sole
proprietors, small-size companies, mid-size organizations, and
corporations with thousands of employees in a broad spectrum of
industries, including banks, law firms, CPA firms, medical groups,
wholesalers, retailers, manufacturers, architects, construction
companies, wineries, real estate management firms, and
foundations.
About Shore Capital Partners
Shore Capital, a Chicago-based
private equity firm with an office in Nashville, is an investor in microcap
companies in the Healthcare, Food and Beverage, Business Services,
Industrial, and Real Estate industries. Shore's strategy is to
support management partners to grow faster with less risk, through
access to capital; world-class board and operational resources; and
unmatched networking, development, and shared learnings across the
portfolio. From 2020-2023 Shore received recognition from Inc.
Magazine as a 4x Top Founder-Friendly Investor and by Pitchbook for
being the global leader in private equity total deal volume. Shore
targets investments in proven, successful companies with superior
management teams, stable cash flow, and significant potential to
grow through industry consolidation and organic growth to generate
value for shareholders. Shore has approximately $6 billion of assets under management through
various investment vehicles. For more information, please visit
www.shorecp.com.
Media Contact
Michael Heflin, Strongpoint
Partners, 1 (309) 301-2231, media@strongpointpartners.com,
www.strongpointpartners.com
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SOURCE Strongpoint Partners