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BenefitMall

BenefitMall
1979 FOUNDED
PRIVATE STATUS
1K-5K EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
12 FINANCING ROUNDS
12 INVESTMENTS
Description

Provider of employee benefits, payroll and human resource services intended for easy access to affordable quality workforce. The company's accounting services act as a general agent between insurance carriers and retail brokers, enhancing the efficiency of the distribution of small group plans.

Formerly Known As
West Coast Insurance Marketing, Centerstone Insurance and Financial Services
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Human Capital Services
Primary Office
  • 12404 Park Central Drive
  • Suite 400 South
  • Dallas, TX 75251
  • United States

+1 (469) 000-0000

BenefitMall Valuation and Funding

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

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BenefitMall Competitors (11)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Peliton Corporate Backed or Acquired Denver, CO 00 000000&0
000000 Private Equity-Backed Cincinnati, OH 0000 000.00 00 000000 000.00
000000000 0000 000 Corporation Roseland, NJ 00000 000 00000000000 000
000000 00000 Formerly PE-Backed Dublin, CA 0000 00000 00000000000 00000
0000000 0000000000 Corporate Backed or Acquired Eugene, OR 000000&0
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BenefitMall Investments & Acquisitions (12)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 & 00000 (000 18-Sep-2019 0000000000 Human Capital Services 000 0000
000000 0000000 01-Oct-2018 0000000000 Human Capital Services 0000 00000000
00000000 00 16-Apr-2018 0000000000 Insurance Brokers 00000 0000000
000000000 00000000 01-Apr-2017 0000000000 Insurance Brokers
CompuPay 01-May-2012 Buyout/LBO 00000 BPO/Outsource Services 0000000 0000000
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BenefitMall Subsidiaries (3)

Company Name Industry Location Founded
Strategic Business Services Agency Insurance Brokers Worthington, OH 2005
000000 0000000 Human Capital Services Phoenix, AZ 0000
00000000 00 Insurance Brokers Wall, NJ 0000
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BenefitMall Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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BenefitMall Executive Team (19)

Name Title Board
Seat
Contact
Info
Bernard DiFiore Chairman & Chief Executive Officer
Scott Kirksey Chief Executive Officer
Bob Love President
Todd Waletzki President, Payroll Division
Stephanie Bowman Chief Financial Officer

5 Former Executives

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BenefitMall Board Members (4)

Name Representing Role Since Contact
Info
0000000 0000000 BenefitMall Chairman & Chief Executive Officer 000 0000

3 Former Board Members

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