Stafford Financial Consulting Group LLC Asset Profile

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Year established

1981

Location

Madison WI US

Primary Industry

Insurance

About

Based in Wisconsin, US, and founded in 1981 by Daniel G. Stafford, Stafford Financial Consulting Group LLC operates as an insurance and investment advisory firm. In 1997, the firm was merged into Virchow Krause. The company operates in 23 states. AssuredPartners acquired Stafford Financial Consulting Group LLC in January 2021. The firm provides employee benefits, government contracts, retirement plans, and benefit administration services to both small and large businesses. The company also offers asset and wealth protection such as family and income protection, split-dollar, debt liability and collateral, and life settlement strategies. The company's revenue is generated by providing an in-house legal team that will assist the clients with reviewing contract language, planning documents, and summarizing plan descriptions.

Current Investors

AssuredPartners, Inc.

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Primary Industry

Insurance

Sub Industries

Consulting Services, Claims Administration & Processing

Website

www.sfcgus.com

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

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)
Completed	Stafford Financial Consulting Group LLC	05 Jan 2021

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