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The capital infusion will help enhance Cherry Bekaert's offerings in its core practices and accelerate the firm's growth plans.
The lead backers were Creation Investments and Tiger Global.
Headquartered in Florham Park, New Jersey, Prime Pensions is a provider of retirement plan compliance and administration services primarily to small and medium-sized businesses.
Recent investors in CAIS include Apollo, Motive Partners, Franklin Templeton, Reverence Capital Partners and Stone Point Ventures.
The deal is expected to close on June 30, 2022.
Fortegra is the insurance subsidiary of Tiptree Inc, a holding company.
The strategy for London & Capital revolves around supporting the company’s organic growth, said LMP’s Spencer Hoffman.
Beaufort is a UK-based financial planning firm.
Andrew Maloney, Hemal Patel, Tim Dean, Ali Floyd and Jay Kim have also been promoted to Managing Director.

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