July 14, 2023

Willkie represented Benefit Resource, LLC (BRI), a leading provider of FSAs, HRAs, HSAs, commuter plans and COBRA administration services, in its sale to Millennium Trust Company, LLC, a leading provider of health, wealth, retirement and benefits solutions.

BRI is headquartered in Rochester, New York, and provides dedicated pre-tax account administration and COBRA services nationwide to clients ranging from small businesses to Fortune 100 companies.

Willkie previously represented CIP Capital in its investment in BRI in 2019.

The Willkie team was led by partner Jessica Sheridan and included associates Augustine Donati, Steven Mercadante and Ryan Chambers and law clerk Johana Borjas-Pavon.