Meet Your Team

100+ years of industry experience

Helping you prepare for and execute on what's next.

Bringing your firm unparalleled industry experience as Advisors, TPAs, Recordkeepers, DCIO leaders, M&A Advisors and FinTech executives. As the Retirement Industry's Premier M&A Advisory, we have a deep understanding of the unique complexities of the Retirement Advisory firm, market forces and M&A.

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Integrity + Stewardship + Experience = Trust
50+
retirement advisory firm
m&a engagements
75+
retirement advisory firm CLIENTS served
100+
years of retirement expertise
What's next for your firm?

Lets Talk.

Gain a more complete understanding of how M&A is impacting the Retirement industry and the state of your business relative to the broader marketplace.

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