Definiti Acquires Dana Consulting Group and Noble-Davis Consulting

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.

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.

Concurrent Investment Advisors Acquires Next Retirement Solutions

December 12, 2025

Wealth Management

Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.

OneDigital Acquires Praxis Consulting Inc.

September 30, 2021

Wealth Management

OneDigital Investment Advisors, the SEC-registered investment adviser and subsidiary of OneDigital, acquired Praxis Consulting Inc., a Sacramento-based retirement plan consulting and investment management firm led by Mark Ray. The deal brings Praxis' ~$240M in plan assets and ~$110M in personal advisory assets into OneDigital's Retirement and Wealth division and expands OneDigital’s retirement consulting capabilities and geographic presence.

Yes& Agency Acquires Beyond Definition

December 16, 2021

Marketing & Advertising

Yes& Agency has acquired Beyond Definition, a Silver Spring, Maryland-based brand and marketing agency founded in 2003. The deal brings Beyond Definition’s team and capabilities in research, brand strategy, design and digital into Yes&, with Beyond Definition’s Founder & CEO Debbie Bates-Schrott and President Mark Devito joining the Yes& executive team; Clare Advisors advised Beyond Definition and TobinLeff advised Yes& on the transaction.