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Contemporary Pensions & Insurance Services

M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of employee benefits, insurance, and human-resources services in the United States. The company services includes payroll, 401(k), pension, profit sharing, and cafeteria plans, as well as HR outsourcing and bundled employee benefits. It also provide retirement and benefit plans, pension administration, new comparability, premium only, flexible spending accounts, estate liquidity, business succession, tax free retirement for executives and highly paid employees, estate planning, and non qualified plans. The company in addition also provides access to group, health, and life insurance; investment; and executive benefits to individuals, corporate executives, entrepreneurs, and small to large companies.

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Human Capital Services
Primary Office
  • 1255 Treat Boulevard
  • Suite 920
  • Walnut Creek, CA 94597
  • United States

+1 (925) 000-0000

Contemporary Pensions & Insurance Services Valuation and Funding

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

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Contemporary Pensions & Insurance Services Executive Team (1)

Name Title Board
Seat
Contact
Info
Michael Weintraub President & Chief Executive Officer

Contemporary Pensions & Insurance Services Board Members (1)

Name Representing Role Since Contact
Info
0000000 0000000 Contemporary Pensions & Insurance Services Board Member 000 0000