Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Sentinel Benefits & Financial Group

Sentinel Benefits & Financial Group?uq=w9if130k
1987 FOUNDED
M&A STATUS
201-300 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
2 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.

Ownership Status
Acquired/Merged
(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

This information is reserved for PitchBook Platform users. To explore Sentinel Benefits & Financial Group‘s full profile, request access.

Request full access to PitchBook

Sentinel Benefits & Financial Group Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
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)
To view this company’s complete investment and acquisition history, request access »

Sentinel Benefits & Financial Group Executive Team (8)

Name Title Board
Seat
Contact
Info
Samuel Mitchell Chief Executive Officer & President
Doug Dustin Chief Financial Officer
David Scarpello Chief Operating Officer
James Nestor Chief Compliance Officer
Todd Larson Chief Information Officer

2 Former Executives

You’re viewing 5 of 8 executives. Get the full list »