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CLS Partners

CLS Partners
2008 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of employee benefits, risk management, retirement and technology consulting services. The company's proven methodology rooted in data analysis to deliver solutions that optimize business performance and deliver quantifiable impact, enables a diverse array of clients with both regional and national operations to reduce costs, enhance business performance and deliver measurable results.

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 3600 North Capital of Texas Highway
  • Building B, Suite 200
  • Austin, TX 78746
  • United States

+1 (512) 000-0000

CLS Partners Valuation and Funding

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

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CLS Partners Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Cash & Associates Corporate Backed or Acquired Orlando, FL 000000&0
00000 0000000000 0 Private Equity-Backed Bethesda, MD 000000000000
000000 0000000 000 Formerly PE-Backed Newport Beach, CA 000 0000 000000&0 0000
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CLS Partners Executive Team (6)

Name Title Board
Seat
Contact
Info
Clint Scott President, Chief Executive Officer & Founder
Aaron Pottichen President of Retirement Services
Lauren Paver Chief Operating Officer
John Weaver Chief Revenue Officer
Scott Donaldson President of CLS Equity Partners

1 Former Executive

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