BenefitMall Overview

  • Year Founded
  • 1979

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 1,064

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 13

  • Investments
  • 16

BenefitMall General Information

Description

Operator of a general agency intended to partner with a network of brokers to deliver employee benefits to small and medium-sized businesses. The company offers general agency services for insurance carriers and retail brokers as well as offers a platform that digitalizes the entire quote to enroll experience, allowing clients to manage their customers in one secure location and providing a fast, easy and trusted benefits selling experience.

Contact Information

Formerly Known As
West Coast Insurance Marketing
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Financial Software
Other Industries
Other Insurance
Parent Company
Corporate Office
  • 12404 Park Central Drive
  • Suite 400S
  • Dallas, TX 75251
  • United States
+1 (469) 000-0000

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BenefitMall Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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BenefitMall Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a general agency intended to partner with a network of brokers to deliver employee benefits to small and med
Financial Software
Dallas, TX
1,064 As of 2022
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000000&0

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000000000 00000000
Denver, CO
0000 As of 0000
00000
00.00 0000-00-00
000000&0 00000

000000

lore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, s
000000000 0000000
Westlake Village, CA
000 As of 0000
000000000
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BenefitMall Competitors (15)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Vertafore Formerly PE-Backed Denver, CO 0000 00000 000000&0 00000
Warner Pacific Insurance Services Private Equity-Backed Westlake Village, CA 000 000000000
Applied Systems Private Equity-Backed University Park, IL 0000 00.000 000000000000 00.000
Amwins Connect Administrators Private Equity-Backed Hunt Valley, MD 000 000000000000
Drake Software Private Equity-Backed Franklin, NC 000 00000 000000000 00000
You’re viewing 5 of 15 competitors. Get the full list »

BenefitMall Executive Team (21)

Name Title Board Seat Contact Info
Scott Kirksey Chief Executive Officer
Todd Waletzki Chief Operating Officer & President of Payroll Division
Robert Love President, Benefits Division
Mark Trivette Chief Financial Officer
Jeffry Lewis Chief Administrative Officer & Vice President of Finance
You’re viewing 5 of 21 executive team members. Get the full list »

BenefitMall Board Members (4)

Name Representing Role Since
0000000 0000000 BenefitMall Chairman 000 0000
You’re viewing 1 of 4 board members. Get the full list »

BenefitMall Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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BenefitMall Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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BenefitMall Investments & Acquisitions (16)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Mutual Med 30-Aug-2022 0000000000 Distributors/Wholesale 00000 000
Savin Sales Associates 12-Jan-2021 0000000000 Other Insurance
Brown & Brown (General Agency Entity) 18-Sep-2019 0000000000 Human Capital Services 000000 00
Fiduciary Intermediary 03-Dec-2018 0000000000 Other Commercial Services 0000000 0
Planet Payroll 01-Oct-2018 Buyout/LBO Human Capital Services 0000 0000
You’re viewing 5 of 16 investments and acquisitions. Get the full list »

BenefitMall Subsidiaries (3)

Company Name Industry Location Founded
SBS Advisors BPO/Outsource Services Worthington, OH 2006
Mutual Med Distributors/Wholesale Davenport, IA 0000
Forest Financial Insurance and Financial Services Acquirer
To view BenefitMall’s complete subsidiaries history, request access »

BenefitMall Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
BenefitMall Payroll 01-May-2012 0000000000 00000 Completed
  • 5 buyers
To view BenefitMall’s complete exits history, request access »

BenefitMall FAQs

  • When was BenefitMall founded?

    BenefitMall was founded in 1979.

  • Who is the CEO of BenefitMall?

    Scott Kirksey is the CEO of BenefitMall.

  • Where is BenefitMall headquartered?

    BenefitMall is headquartered in Dallas, TX.

  • What is the size of BenefitMall?

    BenefitMall has 1,064 total employees.

  • What industry is BenefitMall in?

    BenefitMall’s primary industry is Financial Software.

  • Is BenefitMall a private or public company?

    BenefitMall is a Private company.

  • What is BenefitMall’s current revenue?

    The current revenue for BenefitMall is 000000.

  • How much funding has BenefitMall raised over time?

    BenefitMall has raised $376M.

  • Who are BenefitMall’s investors?

    Allied Capital, Ares Capital Corporation BDC, Austin Ventures, BMI Fund 1, and HarbourVest Partners are 5 of 10 investors who have invested in BenefitMall.

  • Who are BenefitMall’s competitors?

    Vertafore, Warner Pacific Insurance Services, Applied Systems, Amwins Connect Administrators, and Drake Software are some of the 15 competitors of BenefitMall.

  • When was BenefitMall acquired?

    BenefitMall was acquired on 01-Sep-2022.

  • Who acquired BenefitMall?

    BenefitMall was acquired by CRC Group.

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