Benefit Design Group LLC
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Benefit Design Group LLC - overview
Established
1998
Location
Portland, OR, US
Primary Industry
Insurance
About
Founded in 1998 by Joel Biernat, and based in Oregon, US, Benefit Design Group LLC operates as an independent insurance agency that offers life insurance, health insurance, and retirement planning services for employees. In August 2023, Risk Strategies, a portfolio company of Kelso & Company, acquired Benefit Design Group LLC. The firm offers a combination of wellness programs, tax savings, and retirement plans for individuals and employees including plans like payroll services, group life insurance, dental plans, vision plans, cafeteria, plans, voluntary benefits, short and long term disability plans and human resources consulting. Moreover, the firm offers individual health insurance, life insurance and retirement planning, medicare solutions, and other related services.
The company intends to use the funds from the August 2023 acquisition to enhance its global market and expertise.
Current Investors
Risk Strategies
Primary Industry
Insurance
Sub Industries
Consulting Services, Life Insurance, Health Insurance, HR & Workforce Software
Website
www.bdgllc.net
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Benefit Design Group LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Benefit Design Group LLC | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.