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.
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
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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Request full access to PitchBookBenefit 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 |
Benefit Funding Services Group Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 0000000 000000000 | Asset Management | Phoenix, AZ | 0000 |