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

 Subscribe to unlock this and 207,814
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
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for PlanSource

Florida Companies , Internet Software and Services Companies , United States Companies , Florida Internet Software and Services Companies , Florida Internet Software and Services with Acquisitions , Florida Internet Software and Services with Divestitures

Related Lists for Florida Companies

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

Related Lists for Internet Software and Services Companies

Largest Internet Software and Services Companies , Acquisitive Internet Software and Services Companies , Recently Acquired Internet Software and Services Companies , Recently Sold Internet Software and Services Companies , Private Internet Software and Services Companies , Public Internet Software and Services Companies , Acquired Internet Software and Services Companies , PE Backed Internet Software and 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