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U.S. Retirement & Benefits Partners

U.S. Retirement & Benefits Partners
2007 FOUNDED
PRIVATE STATUS
Debt LATEST DEAL TYPE
7 FINANCING ROUNDS
34 INVESTMENTS
Description

Provider of technology-enabled benefits and retirement services to the K-12 education, government/municipal and small and mid-sized corporate marketplace. The company facilitates the design and administration of benefits and retirement programs, tax deferred retirement plan by uniting top tier independent distributors with market-leading infrastructure, technology and administrative capabilities through its unique platform with an unrivaled competitive position with numerous cross-selling opportunities within its core markets.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Human Capital Services
Primary Office
  • 99 South Wood Avenue
  • Suite 501
  • Iselin, NJ 08830
  • United States

+1 (732) 000-0000

U.S. Retirement & Benefits Partners Valuation and Funding

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

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U.S. Retirement & Benefits Partners Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
OneDigital Dallas Private Equity-Backed Richardson, TX 000000000000
0000000000 & 00000 Corporate Backed or Acquired Calgary, Canada 00 000000&0
00000 0000000000 0 Private Equity-Backed Bethesda, MD 000000000000
0000000 0000000000 Corporate Backed or Acquired Glastonbury, CT 0 000000&0
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U.S. Retirement & Benefits Partners Investments (34)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000000 03-Dec-2018 0000000000 Insurance Brokers
00000000000 03-Dec-2018 0000000000 Other Commercial Services 00000000 00000
000000 (0000000 00 02-Jul-2018 0000000000 Human Capital Services 0000 0000000
000000 000000000 0 01-Jan-2018 0000000000 Insurance Brokers
National Benefit Partners 02-Oct-2017 Buyout/LBO Life and Health Insurance 0000 0000000
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U.S. Retirement & Benefits Partners Subsidiaries (14)

Company Name Industry Location Founded
NavigateHCR Other Commercial Services San Diego, CA 2012
000 00000000 00000 Real Estate Investment Trusts (REITs) West Jordan, UT 0000
00000000 0000000 0 Life and Health Insurance Laguna Hills, CA 0000
00000000 000000000 Life and Health Insurance Stafford, TX 0000
000000000000 Insurance Brokers Newtown Square, PA 0000
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U.S. Retirement & Benefits Partners Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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U.S. Retirement & Benefits Partners Executive Team (8)

Name Title Board
Seat
Contact
Info
Mark Skinner Co-Founder, President, Chief Executive Officer and Board Member
Matthew Riordan Chief Financial Officer and Senior Vice President
Megan Schneider Chief Operating Officer
Kevin Dunn Senior Vice President, Chief Information Security Officer & Chief Information Officer
Robert Dughi Co-Founder & Executive Chairman
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U.S. Retirement & Benefits Partners Board Members (10)

Name Representing Role Since Contact
Info
000000 00000000 Self Board Member 000 0000
0000 000000 U.S. Retirement & Benefits Partners Board Member 000 0000
00000 00000000 Self Board Member 000 0000
000000 00000000 Self Board Member 000 0000
000000 00000 U.S. Retirement & Benefits Partners Co-Founder & Executive Chairman 000 0000

4 Former Board Members

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