Privately owned scale A mid-sized benefits and retirement consultancy with 11-50 employees and $50M-$100M revenue, suggesting a mature target for mid-market employment benefits expansion and premium service offerings.

Acquisition history Acquired by NFP in 2016, indicating potential alignment opportunities with NFP’s broader distribution network and cross-sell of HCM, retirement, and risk management services to existing NFP clients.

Experience advantage Consultants average 20 years in benefits design and retirement planning, signaling a strong value proposition for enterprise clients seeking sophisticated, compliant, and customized employee benefits programs.

Compliance and partnerships Securities and advisory services are offered through affiliated entities, with a careful partner ecosystem (Kestra IS/AS) and a note on independent FirstWest Retirement Solutions affiliation, presenting a cross-sell pathway into investment services and wealth management for employer-sponsored plans.

Market position Operating in a competitive benefits space with peers like USI, Alliant, HUB, Acrisure, NFP, and Brown & Brown and mid-size employee base, suggesting opportunities to win mid-market plans, renewals, and risk management services through differentiated consulting and client retention strategies.