Definiti Acquires Dana Consulting Group and Noble-Davis Consulting

Dynasty Financial Partners to Acquire Optima Group

June 11, 2026

Professional Services

Dynasty Financial Partners has announced the formalization of the Dynasty Consulting Group, which will be anchored by its upcoming acquisition of Optima Group. The combined offering is designed to unite Dynasty’s RIA technology, investment, capital, and operating capabilities with Optima’s strategy, branding, and digital/traditional marketing expertise.

Ethos Acquires Definiti Comp Solutions

May 13, 2026

Healthcare Services

Ethos, a claims investigation and medical management firm, acquired Definiti Comp Solutions, a national provider of workers' compensation medical cost containment services. The deal is intended to strengthen Ethos' national bill review capabilities and broaden cost containment solutions for carriers, TPAs, self-insured employers, and public sector clients.

Definian Acquires Incite Analytics

February 25, 2026

Data & Analytics

Definian announced it has acquired Michigan-based data analytics consultancy Incite Analytics to expand its advanced analytics, artificial intelligence, and workforce intelligence capabilities. The acquisition also expands Definian’s industry footprint into the automotive and mobility sector, with Incite Founder/CEO Matt Griffin joining Definian as Senior Vice President of Insights for AI.

Definiti Acquires Retirement Plan Solutions (RPSI)

September 9, 2024

Financial Services

Definiti, a national third-party retirement plan administrator, has acquired Cary, North Carolina–based Retirement Plan Solutions, Inc. (RPSI). The deal closed on September 9, 2024; RPSI’s entire administrative team joined Definiti to enhance service capabilities and accelerate growth across the combined organization.

Lovell Minnick Partners Acquires Majority Stake in Definiti LLC

February 2, 2023

Financial Services

Lovell Minnick Partners (LMP) has signed a definitive agreement to acquire a majority stake in Definiti LLC, a national retirement services third‑party administrator. The investment will support Definiti's investments in client service, technology and talent and enable continued organic growth and an aggressive add‑on acquisition strategy; terms were not disclosed.

Definiti Acquires Advantage Benefits Consultants and The Kenneth D. Anderson Company

September 8, 2022

Financial Services

Definiti, a national retirement services firm, has acquired Advantage Benefits Consultants (Stamford, Connecticut) and The Kenneth D. Anderson Company (Concord, Massachusetts). The acquisitions expand Definiti’s third‑party administration and pension consulting presence in the Northeast and the two firms will be rebranded as Definiti upon integration.