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e3 Financial

e3 Financial
1988 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial benefits consultation services. The company offers employee benefits brokerage, human resource administration and financial benefits consultation services for middle market group clients and individuals.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Human Capital Services
Consulting Services (B2B)
Primary Office
  • 4100 Newport Place Drive
  • Suite 650
  • Newport Beach, CA 92660
  • United States

e3 Financial Valuation and Funding

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

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e3 Financial Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Burnham Benefits Insurance Services Corporate Backed or Acquired Irvine, CA 00 000000&0
0000 0000000 00000 Private Equity-Backed Westmont, IL 000000000000
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e3 Financial Executive Team (3)

Name Title Board
Seat
Contact
Info
Andrew Torelli Founder & President
Mike Rankin Principal
Becky Proulx Director, Executive Financial Services