Acquisition Lever Brewster & Brewster was acquired by Definiti in 2021, presenting an opportunity to position integration services, migration support, and scalable retirement plan administration enhancements to a combined client base.

Small Firm Potential With a lean team of 2-10 employees, there is a clear need for affordable, scalable outsourcing, technology upgrades, and modular solutions that can grow alongside the firm without heavy overhead.

Retirement Focus As part of a national retirement services ecosystem, cross-sell opportunities exist for actuarial, compliance, and recordkeeping services to enhance client retention and deepen retirement plan offerings.

Tech Modernization Current stack includes Drupal, jQuery, PHP, and analytics tools; there is a potential to offer modernization, cloud hosting, security hardening, and analytics-driven decision support for plan administration.

Financial Scaleups Revenue in the $1M–$10M band and growth through acquisition suggests an appetite for cost optimization, workflow automation, and partner solutions that improve margins in retirement services.