Symmetrical Investments needed proprietary deal flow in the benefits administration space. We sourced 50+ targets and closed the acquisition of Wrangle LLC, an ERISA 5500 reporting platform, in under 6 months at 80% less than traditional fees.

The Challenge

Symmetrical Investments had a clear thesis: acquire a technology platform serving the benefits administration and ERISA compliance space. But every marketed deal in the sector commanded premium multiples.

Traditional buy-side advisors quoted $60-100K+ in retainers and success fees, prohibitive for a lower-middle market transaction where fee economics need to make sense.

Our Approach

We designed a targeted outreach campaign focused on founder-owned fintech companies in the ERISA and benefits administration niche.

Unlike traditional sourcing methods, database exports, broker listings, or cold outreach, every target we deliver has engaged in a direct conversation about their potential exit. These are live conversations, not contact lists.

Key Tactics

• Built universe of 300+ qualified targets in the benefits tech space
• Developed messaging around partnership, not just acquisition
• Qualified opportunities based on recurring revenue, technology stack, and owner readiness
• Facilitated direct introductions to decision-makers

The Process

The Outcome

Symmetrical Investments acquired Wrangle LLC, a leading ERISA 5500 reporting platform, in under 6 months. Total sourcing cost: less than $12K, representing 80% savings versus traditional M&A advisory fees.

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