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Employee Benefit Plans

1960 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of health and accident insurance services to self-funded entities. The company provides benefit plan design and consulting, administrative services, underwriting of group health and accident insurance, and managed care programs to companies throughout the United States.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Life and Health Insurance
Other Industries
Consulting Services (B2B)
Managed Care
Acquirer
First Financial Management
Primary Office
  • 435 Ford Road
  • Suite 500
  • Minneapolis, MN 55426
  • United States

Employee Benefit Plans Valuation and Funding

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

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Employee Benefit Plans Former Investors

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

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Employee Benefit Plans Executive Team (1)

Name Title Board
Seat
Contact
Info
William Sagan Chairman, President & Chief Executive Officer