BenefitMall - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

BenefitMall M&A Summary

BenefitMall has acquired 9 companies of its own, including 3 in the last 5 years. A total of 3 acquisitions came from private equity firms.

BenefitMall has acquired in 8 different US states. The Company’s most targeted sectors include business services (63%) and insurance (25%).

BenefitMall Ownership

Who owns BenefitMall?

BenefitMall is owned by The Carlyle Group. It was acquired on November 20, 2017.

Is BenefitMall PE-backed?

Yes. BenefitMall is owned by private equity investor The Carlyle Group.

Was BenefitMall formerly PE-backed?

Yes. BenefitMall was formerly owned by 3 private investors.

BenefitMall Business Overview

Where is BenefitMall headquartered?

BenefitMall is headquartered in Dallas, Texas.

What sector is BenefitMall in?

BenefitMall is a business services company.

When was BenefitMall founded?

BenefitMall was founded in 1979.

M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity8
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

BenefitMall

BenefitMall, Inc.

12404 Park Central Drive Suite 400S,
Dallas, Texas 75251
United States,
(469) 791-3300
www.benefitmall.com

BenefitMall is a national provider of employee benefits, payroll, HR and employer services. By combining payroll and benefits, BenefitMall empowers Trusted Advisors to develop the best employee programs while maintaining compliance with government regulations and Health Care Reform. BenefitMall was founded in 1979 and is based in Dallas, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 6 - 1 1 - - 8
Sell (0.0/yr) # - - - - - - 0
  8

Most Recent M&A

Company Date Value Type
Mutual Med 2022-08-30 - Add-on Acquisition
Davenport, Iowa · www.mutualmed.com
Savin Sales Associates 2021-01-12 - Add-on Acquisition
Cleveland, United States
Brown & Brown of Pennsylvania LP - General Agency Entity 2019-09-18 - Divestiture
, Pennsylvania
Fiduciary Intermediary Ltd. (FILCO) 2018-12-04 - Add-on Acquisition
New York, New York · www.filco.net
Planet Payroll, Inc. 2018-10-01 - Add-on Acquisition
Phoenix, Arizona · www.planetpayroll.com
Slattery GA 2018-04-16 - Add-on Acquisition
Holmdel, New Jersey · www.slatteryga.com
CompuPay, Inc. 2012-05-02 - Merger
Miramar, Florida · www.compupay.com
BenefitPort Southwest 2008-07-01 - Add-on Acquisition
Fort Worth, Texas
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 5 (63%) - - -
Insurance 2 (25%) - - -
Distribution 1 (13%) - - -
Total 8 - - -

By Geo

State/Country Buy Value Sell Value
United States 8 - - -
  Texas 1 - - -
  Pennsylvania 1 - - -
  New York 1 - - -
  New Jersey 1 - - -
  Iowa 1 - - -
  Florida 1 - - -
  Arizona 1 - - -
Total 8 - - -

M&A Connections

Deals
Acquired from
Investor(s)
25%
2 (25%)
Strategic(s)
13%
1 (13%)

Company Summary

SECTOR

Business Services

Established

1979

Former Name

Centerstone Insurance and Financial Services, Inc.

 Subscribe to unlock this and 201,688
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for BenefitMall

Texas Companies , Business Services Companies , United States Companies , Texas Business Services Companies , Texas Business Services with Acquisitions , Texas Business Services with Divestitures

Related Lists for Texas Companies

Largest Texas Companies , Acquisitive Texas Companies , Recently Acquired Texas Companies , Recently Sold Texas Companies , Private Texas Companies , Public Texas Companies , Acquired Texas Companies , PE Backed Texas Companies

Related Lists for Business Services Companies

Largest Business Services Companies , Acquisitive Business Services Companies , Recently Acquired Business Services Companies , Recently Sold Business Services Companies , Private Business Services Companies , Public Business Services Companies , Acquired Business Services Companies , PE Backed Business Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal