Sentinel Benefits & Financial Group
1987
FOUNDED
M&A
STATUS
201-300
EMPLOYEES
Buyout/LBO
LATEST DEAL TYPE
1
FINANCING ROUNDS
3
INVESTMENTS
Description
Provider of wealth planning services. The company provides wealth planning services such as investment advisory services, retirement plan administration, actuarial consulting and others.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Primary Office
- 100 Quannapowitt Parkway, Suite 300
- P.O. Box 4010
- Wakefield, MA 01880
- United States
+1 (781) 000-0000
Sentinel Benefits & Financial Group Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookSentinel Benefits & Financial Group Investments & Acquisitions (3)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 00000000 000000000 | 27-May-2015 | 00000 0000000 | Other Commercial Services | ||
| 0000000 & 0000000 | 11-Jul-2011 | 000000000000000000 | Other Commercial Services | 0000 000000000 00 | |
| Standard Retirement Services (Flexible Spending Account Business) | 16-Nov-2009 | Merger/Acquisition | Accounting, Audit and Tax Services (B2B) |
Sentinel Benefits & Financial Group Executive Team (8)
2 Former Executives
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