Viren and Associates, Inc.
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Viren and Associates, Inc. - overview
Established
1994
Location
Spokane, WA, US
Primary Industry
Insurance
About
Founded in 1994 and based in Washington, US, Viren and Associates, Inc. provides solutions related to retirement plans, life and disability insurance, and group employee benefits. In March 2024, Merit Financial Advisors, a portfolio company of Neuberger Berman, Wealth Partners Capital Group, and HGGC, acquired Viren and Associates, Inc. The company offers professional and advisory services to its clients.
The firm expertise includes financial planning, estate planning, life and disability insurance and underwriting, 401k plan management, and advice for employers and participants. Additionally, its service scope covers medical insurance, life insurance, long-term care, employee benefits that include medical, dental vision, and life disability as well as executive benefits and succession planning strategies.
Current Investors
Merit Financial Advisors
Primary Industry
Insurance
Sub Industries
Consulting Services, Insurance Intermediaries
Website
www.virenandassociates.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Viren and Associates, Inc. - 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 | Viren and Associates, Inc. | - |
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