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U.S. Retirement & Benefits Partners

U.S. Retirement & Benefits Partners?uq=hBqTzBbB
2007 FOUNDED
PRIVATE STATUS
Buyout/LBO LATEST DEAL TYPE
6 FINANCING ROUNDS
31 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
Other Capital Markets/Institutions
Other Industries
Other Financial 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 Investments (31)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 (0000000 00 02-Jul-2018 0000000000 Human Capital Services 0000 0000000
00000000 0000000 0 02-Oct-2017 0000000000 Life and Health Insurance 0000 0000000
00&0 000000000 000 13-Sep-2017 0000000000 Human Capital Services 0000 0000000
000000 00000000 00 13-Sep-2017 0000000000 Consulting Services (B2B) 0000 0000000
Union Lifestyle Benefits 13-Sep-2017 Buyout/LBO Human Capital Services 0000 0000000
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U.S. Retirement & Benefits Partners Subsidiaries (11)

Company Name Industry Location Founded
BRG Property Management Real Estate Investment Trusts (REITs) West Jordan, UT 2009
00000000 0000000 0 Life and Health Insurance Laguna Hills, CA 0000
00000000 000000000 Life and Health Insurance Stafford, TX 0000
000000 00000000 00 Consulting Services (B2B) Owings Mills, MD 0000
000 0000 00000 Consulting Services (B2B) Rochester, NY 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 (5)

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
Kevin Dunn Senior Vice President & Chief Information Officer
Robert Dughi Co-Founder & Executive Chairman
Michael Mertz JD Senior Vice President & General Counsel

U.S. Retirement & Benefits Partners Board Members (5)

Name Representing Role Since Contact
Info
0000000 000000000 00 Self Board Member 000 0000
000000 00000 U.S. Retirement & Benefits Partners Co-Founder & Executive Chairman 000 0000

3 Former Board Members

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