Operating Company Financial Services

Definiti

Cary, North Carolina, United States

National retirement services firm providing workplace retirement plan design and administration (including 401(k) plan administration), recordkeeping, compliance support, actuarial consulting, and fiduciary/pension outsourcing services (including 3(16) services).

Focus Areas
401(k) plan design and administration, Retirement plan recordkeeping, Retirement plan compliance support
Website
definiti.com

Tracked deals

3

3 tracked deals across 2022-2024.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Buyout

3 buyout

Definiti Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Definiti. 2 2022 1 2024

Supporting Data

Recent Transactions

  • Definiti Acquires Retirement Plan Solutions (RPSI)
    September 9, 2024
    Buyer
    Definiti
    Target
    Retirement Plan Solutions, Inc. (RPSI)
    Industry
    Financial Services
    Location
    North Carolina, United States
    Type
    Buyout

    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.

  • Definiti Acquires Advantage Benefits Consultants and The Kenneth D. Anderson Company
    September 8, 2022
    Buyer
    Definiti
    Target
    Advantage Benefits Consultants, Inc., The Kenneth D. Anderson Company, Inc.
    Industry
    Financial Services
    Location
    United States
    Type
    Buyout

    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 Dana Consulting Group and Noble-Davis Consulting
    January 25, 2022
    Buyer
    Definiti
    Target
    Dana Consulting Group, Ltd., Noble-Davis Consulting, Inc.
    Industry
    Financial Services
    Location
    United States
    Type
    Buyout

    Definiti, a national retirement services firm, acquired Dana Consulting Group (Illinois) and Noble-Davis Consulting (Solon, Ohio) to expand its presence in the Great Lakes region. The acquisitions add third-party administration and retirement-plan consulting capabilities and allow Definiti to offer additional solutions such as 3(16) fiduciary services to the firms' clients.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 3 tracked deals by Definiti. Acquisitions in North Carolina 1 tracked deal by Definiti.

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