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Heritage Benefits

Heritage Benefits?uq=WouuG6Ev
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of benefits brokerage services. The company's benefits brokerage services are offered in line with the requirement of employees by analyzing available carriers and plans in the market and evaluating and comparing plans inside and outside of the Health Insurance Exchange, enabling employers to choose the right plan that best suits their employees' benefit requirement.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Insurance Brokers
Primary Office
  • 307 International Circle
  • Suite 390
  • Hunt Valley, MD 21030
  • United States

+1 (877) 000-0000

Heritage Benefits Valuation and Funding

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

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Heritage Benefits Executive Team (1)

Name Title Board
Seat
Contact
Info
Bill Spotts Founder, Practice Leader & Chief Executive Officer