Benefit Funding Services Group Overview
- Founded
- 1990
- 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
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 & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Benefit Funding Services Group Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000 00000 | 23-Jan-2017 | 0000000000 | Asset Management | 0000 0000 |