Retirement Analytics & Perspectives

Deep industry expertise combined with unique thought leadership to ensure your organization and those within it are informed with practical insight to navigate today's changing retirement landscape.

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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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More than a point of view. Practical insights built on experience.

We leverage unparalleled industry experience as Advisors, TPAs, Recordkeepers, M&A Advisors and FinTech leaders. 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.

Analytics and Perspectives cover:

  • Broader Industry Trends
  • Industry Leading Research
  • M&A Activity
  • Consolidation and Market Forces
  • Sell-Side Strategies and Trends
  • The Race to the Participant

Other services

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Business Strategy & Planning

Bringing the market understanding, know-how, and market expertise to help improve performance, position your firm for real competitive advantage, and greater enterprise value.

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Valuations & Financial Benchmarking

Execute a full market valuation of your business, while providing data and insights around strengths, weaknesses, opportunities and threats.

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M&A Advisory

Representing your firm (Sell and Buy-Side) through sale, merger or acquisition.

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