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Benefit Funding Services Group

Benefit Funding Services Group
1990 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of retirement plan solution and other financial consulting services. The company's services include investment consulting, fiduciary compliance consulting, provider search and selection, vendor contract negotiations, vendor benchmarking, committee chartering, investment policy statement creation, plan costs auditing, and employee education and communication.

Website
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 2040 Main Street
  • Suite 150
  • Irvine, CA 92614
  • United States

+1 (949) 000-0000

Benefit Funding Services Group Valuation and Funding

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

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Benefit Funding Services Group Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 000000000 23-Jan-2017 000000000000000000 Asset Management 0000 00000000
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Benefit Funding Services Group Subsidiaries (1)

Company Name Industry Location Founded
0000000 000000000 Asset Management Phoenix, AZ 0000
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Benefit Funding Services Group Executive Team (9)

Name Title Board
Seat
Contact
Info
John Campbell Founder & President
Javier Obando Consultant
Rachel Genske Consultant
Dennis Priest Investment Adviser Representative
Chris Folgmann Investment Advisor Representative
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