Indianapolis-based risk management and employee benefits agency, MJ Insurance, acquired ProCourse Fiduciary Advisors (ProCourse) in Carmel, Indiana.
MJ said the partnership enables the firms to offer a holistic approach to wellness and include retirement plan advisory services. The transaction closed on June 30, 2021.
ProCourse, an independent Registered Investment Advisor (RIA), specializes in managing retirement plans and financial wellbeing programs — working with employers to make strategic decisions to move the needle and improve financial outcomes. ProCourse founder and CEO, Doug Prince, will continue to serve as CEO of ProCourse with the entire team of 13 remaining in the Carmel location.
ProCourse and MJ have been close partners for nearly a decade and have a shared vision for the future, client-centric mindset and commitment to giving back in the communities in which they live and work.
MJ Insurance has offices in Indianapolis and Phoenix.
Source: MJ Insurance
Topics Mergers & Acquisitions
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