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Provider of advisory and brokerage services. The company offers corporate benefits, insurance and wealth management services to middle-market companies, financial advisors, and high-net worth individuals.
Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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Request full access to PitchBookCompany Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
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MCM | Private Equity-Backed | Seattle, WA | 000 | 000000000000 | ||
000000 & 000000000 | Private Equity-Backed | Torrance, CA | 000 | 000000000000 | ||
0000000 0000000 | Formerly PE-Backed | Atlanta, GA | 000 | 00000 | 000000&0 | 00000 |
000 0000000000000 | Private Equity-Backed | Chicago, IL | 00000 | 000.00 | 0000000 0000 | 000.00 |
0000 0. 0000000 & | Corporate Backed or Acquired | Houston, TX | 000 | 000000&0 |
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
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00000000 00000 000 | 18-Sep-2019 | 0000000000 | Consulting Services (B2B) | 00 0'000000 | |
000 0000000000000 | 01-Sep-2019 | 0000000000 | Human Capital Services | 00000 000000 | |
0000000 000000000 | 01-Aug-2019 | 0000000000 | Insurance Brokers | 00 00000000 | |
00000000000 000000 | 01-Jun-2019 | 0000000000 | Commercial/Professional Insurance | 00 00000000 | |
GCG Risk Management | 06-May-2019 | Buyout/LBO | Insurance Brokers | 0000000 000000 |
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
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000000000 00000000 | 01-Jul-2007 | 000000000000000000 | Completed |
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Dascit/White & Winston | 04-Jun-2001 | Merger/Acquisition | Completed |
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Company Name | Industry | Location | Founded |
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NFP Ventures | Corporate Venture Capital | New York, NY | 2018 |
000000 00000000 | Consulting Services (B2B) | Memphis, TN | 0000 |
00000 00000 000000 | Insurance Brokers | Mississauga, Canada | 0000 |
000 000000000 0000 | Other Insurance | Sarasota, FL | 0000 |
0000000000 000000 | Consulting Services (B2B) | San Diego, CA | 0000 |
Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
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Request full access to PitchBook7 Former Executives
You’re viewing 5 of 93 executives. Get the full list »Name | Representing | Role | Since | Contact Info |
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0000000 0000000 00 | NFP | Chairman & Chief Executive Officer | 000 0000 | |
000 00000 | NFP | Board Member & Chief Diversity and Inclusion Officer | 000 0000 | |
0000 0000000000 | NFP | Board Member | 000 0000 | |
0000000 0000000 | Madison Dearborn Partners | Board Observer | 000 0000 | |
0000000 000000 | Madison Dearborn Partners | Board Member | 000 0000 |
2 Former Board Members
You’re viewing 5 of 11 board members. Get the full list »