Transitions Benefit Group

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Transitions Benefit Group - overview

Established

2010

Location

-, GA, US

Primary Industry

Insurance

About

Based in Georgia, US, and founded in 2011 by Cambria Smith, Transitions Benefit Group is a company that offers ERISA compliant multi-generation workforce solutions. In April 2022, Senior Market Sales, Inc. , a portfolio company of Alliant Insurance Services, Inc. , Public Sector Pension Investment Board, and Stone Point Capital, acquired Transitions Benefit Group.


The firm serves clients spread over 50 states that almost range from 250-75000 employees. The company’s clients include Budget, freeman, monin, martin, and many others. The company provides its services by partnering with strategy firms, benefits consultancies, brokers, and plan providers. Transitions Benefit Group is a provider of Medicare education and consulting services intended to help employers, retire groups, unions, municipalities, and other organizations transition employees into Medicare.


It takes care of employer compliance risk, looming government penalties, and medicare coordination. The company offers a wide range of services like active-employee off-boarding strategies, Medicare coordination, retirement planning, and education, thereby enabling clients to minimize health care costs, maintain compliance and reduce risk.


Current Investors

Alliant Insurance Services, Inc., Senior Market Sales LLC

Primary Industry

Insurance

Sub Industries

Consulting Services, Education/Training, Insurance

Website

www.transitionsrbg.com

Verticals

InsureTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Transitions Benefit Group - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedTransitions Benefit Group-

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