Benefit Funding Services Group Overview

  • Year Founded
  • 1990

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

  • Investments
  • 1

Benefit Funding Services Group General Information

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.

Contact Information

Website
WWW.bfsg.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Corporate Office
  • 2040 Main Street
  • Suite 150
  • Irvine, CA 92614
  • United States
+1 (949) 000-0000

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Benefit Funding Services Group Valuation & Funding

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

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Benefit Funding Services Group Executive Team (9)

Name Title Board Seat Contact Info
John Campbell Founder & President
Michael Allbee Principal & Chief Compliance Officer and Senior Portfolio Manager
Christopher Rowey Principal & Senior Retirement Plan Consultant
Tina Schackman Principal & Senior Retirement Plan Consultant
Arash Navi Controller
You’re viewing 5 of 9 executive team members. Get the full list »

Benefit Funding Services Group Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
PacWest Financial Management 23-Jan-2017 0000000000 Asset Management 0000 0000
To view Benefit Funding Services Group’s complete acquisitions history, request access »

Benefit Funding Services Group FAQs

  • When was Benefit Funding Services Group founded?

    Benefit Funding Services Group was founded in 1990.

  • Who is the founder of Benefit Funding Services Group?

    John Campbell is the founder of Benefit Funding Services Group.

  • Where is Benefit Funding Services Group headquartered?

    Benefit Funding Services Group is headquartered in Irvine, CA.

  • What industry is Benefit Funding Services Group in?

    Benefit Funding Services Group’s primary industry is Consulting Services (B2B).

  • Is Benefit Funding Services Group a private or public company?

    Benefit Funding Services Group is a Private company.

  • What is Benefit Funding Services Group’s current revenue?

    The current revenue for Benefit Funding Services Group is 000000.

  • When was Benefit Funding Services Group acquired?

    Benefit Funding Services Group was acquired on 04-Oct-2007.

  • Who acquired Benefit Funding Services Group?

    Benefit Funding Services Group was acquired by Focus Financial Partners.

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