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

Internet Software And ServicesCompany

PlanSource M&A Summary

PlanSource has acquired 2 companies of its own.

PlanSource has acquired in 2 different US states. The Company’s most targeted sectors include business services (50%) and internet software and services (50%).

PlanSource Ownership

Who owns PlanSource?

PlanSource is owned by Vista Equity Partners. It was acquired on March 25, 2019.

Is PlanSource PE-backed?

Yes. PlanSource is owned by private equity investor Vista Equity Partners.

Was PlanSource formerly PE-backed?

Yes. PlanSource was formerly owned by 1 private investor.

PlanSource Business Overview

Where is PlanSource headquartered?

PlanSource is headquartered in Orlando, Florida.

What sector is PlanSource in?

PlanSource is an internet software and services company.

When was PlanSource founded?

PlanSource was founded in 2008.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

PlanSource

PlanSource Benefits Administration, Inc.

101 South Garland Avenue, Suite 203,
Orlando, Florida 32801
United States,
(877) 735-0468
www.plansource.com

PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. PlanSource was founded in 2008 and is based in Orlando, Florida.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Next Generation Enrollment, Inc. 2017-01-20 - Add-on Acquisition
Ada, Michigan · www.nextgenerationenrollment.com
ClearBenefits, Inc. 2015-03-18 - Divestiture
Santa Clara, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (50%) - - -
Internet Software and Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Michigan 1 - - -
  California 1 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Internet Software and Services

Established

2008

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