Diligence memo · auto-generated · as of July 3, 2026
Pension Specialists, Inc.
Pension Specialists, Inc. looks fair against its niche peers and is dormant on financing cadence.
Businessfiled
Pension Specialists, Inc. operates in Business Services, based in Walnut Creek.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Pension Specialists, Inc. has raised $20M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).
Largest single filing: $20M on 2011-08-19.
Most recent recorded round closed around 2011-08-19.
Valuation (modeled)modeled
Provath models Pension Specialists, Inc. at approximately $461M (range $52M–$1.8B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Fair. Modeled value is 1.02× the median modeled value of Series B Business Services companies in 2010–2012 (20 peers) — value vs value, same stage and era. Within the normal band (102% of peer median) for its niche.
Financing rhythm & timingmixed
Last raise 14.9 yr ago; this sector typically re-raises about every 12 months.
Only one round on record and long silent — often defunct, acquired, or gone quiet.
Comparablesmixed
Capital scale ranks ahead of 90% of Business Services peers (2439 compared).
Modeled value ranks above 95% of those peers.
Closest niche peers: CEG Holdings, Inc., U.S. Security Associates, L.P., Factor Systems Inc, Display Works, LLC, Interface Security Systems Holdings Inc.
Peoplefiled
3 named people on file across officers, directors and signatories.
Risks & flagsmixed
Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.