Our Growth Strategy
Acquisitions are a vital element of Definiti’s growth strategy. We look for successful firms whose owners are looking to retire and/or seek liquidity. We work to accelerate results by delivering superior customer service to plan sponsors, participants and the advisors who serve them. As a growing national firm, we offer expanded career opportunities and best-in-class technology and tools to your professional staff.
Our Growth Strategy
Acquisitions are a vital element of Definiti’s growth strategy. We look for successful firms whose owners are looking to retire and/or seek liquidity. We work to accelerate results by delivering superior customer service to plan sponsors, participants and the advisors who serve them. As a growing national firm, we offer expanded career opportunities and best-in-class technology and tools to your professional staff.
Our Competitive Advantage
A proven business model centered on customer delight
Investment in people and technology
Efficient, scalable operating processes
Cybersecurity that safeguards client data
Our Competitive Advantage
A proven business model centered on customer delight
Investment in people and technology
Efficient, scalable operating processes
Cybersecurity that safeguards client data
Our Focus
We’re looking for the very best companies in the retirement services industry:
Third-Party Administration
Plan design, implementation, management and compliance testing
Actuarial Services
Cash balance plans; public and private pensions; health and welfare valuation and consulting
Pension Outsourcing
Turnkey administration; call center; calculations; distributions
Daily Valuation Recordkeeping
Plan administration; cash reconciliation; contribution accounting
Revenue
Revenue of $750,000 to over $10 million per year
Our Focus
We’re looking for the very best companies in the retirement services industry:
Third-Party Administration
Plan design, implementation, management and compliance testing
Actuarial Services
Cash balance plans; public and private pensions; health and welfare valuation and consulting
Pension Outsourcing
Turnkey administration; call center; calculations; distributions
Daily Valuation Recordkeeping
Plan administration; cash reconciliation; contribution accounting
Revenue
Revenue of $750,000 to over $10 million per year
Owner Objectives
The decision to sell is an important one. We ‘get’ it, having successfully acquired many closely held private firms. From our first call we’ll patiently work to understand you and your business, tailoring a structure that meets your goals. Most often these include:
Confidence
Our services and culture mesh with your clients and staff.
Liquidity
A straightforward transaction, with cash delivered at closing.
Seamlessness
Graceful transition for clients and staff. Owners typically work with us through a three- to six-month transition during which they receive compensation and benefits.
Owner Objectives
The decision to sell is an important one. We ‘get’ it, having successfully acquired many closely held private firms. From our first call we’ll patiently work to understand you and your business, tailoring a structure that meets your goals. Most often these include:
Confidence
Our services and culture mesh with your clients and staff.
Liquidity
A straightforward transaction, with cash delivered at closing.
Seamlessness
Graceful transition for clients and staff. Owners typically work with us through a three- to six-month transition during which they receive compensation and benefits.
Evaluation and Valuation
Our process for valuation and completing the transaction is transparent, quick and no-nonsense. We begin with an introductory call, followed by a review of your firm’s financial performance and business operations. We’ll then deliver a firm valuation based on your firm’s earnings and revenue. A Letter of Intent describes the terms of our proposal in writing; once signed, we can close within 90 days.
Evaluation and Valuation
Our process for valuation and completing the transaction is transparent, quick and no-nonsense. We begin with an introductory call, followed by a review of your firm’s financial performance and business operations. We’ll then deliver a firm valuation based on your firm’s earnings and revenue. A Letter of Intent describes the terms of our proposal in writing; once signed, we can close within 90 days.
Transaction Highlights
What got us here won’t get us there.
Definiti continues to strengthen and expand our capabilities in every facet of retirement services. If you’re an owner, give us a call to discuss how we can work together.
What got us here won’t get us there.
Definiti continues to strengthen and expand our capabilities in every facet of retirement services. If you’re an owner, give us a call to discuss how we can work together.
