M&A Deal Summary

AccuRisk Solutions Acquires Matrix Group Benefits

On February 9, 2023, AccuRisk Solutions acquired insurance company Matrix Group Benefits

Acquisition Highlights

This is AccuRisk Solutions’ 3rd transaction in the Insurance sector.
This is AccuRisk Solutions’ 4th transaction in the United States.
This is AccuRisk Solutions’ 1st transaction in Maine.

M&A Deal Summary
Date	2023-02-09
Target	Matrix Group Benefits
Sector	Insurance
Buyer(s)	AccuRisk Solutions
Deal Type	Add-on Acquisition

Target

Matrix Group Benefits

Falmouth, Maine, United States

Matrix Group Benefits approaches Medical Stop Loss for Partially Self-Funded Plans from a financial planning perspective using a multiple-year financial model. Its products and services were developed with top-level expertise in healthcare delivery, direct stop-loss carrier product and marketing management, Managing General Underwriting operations, and top accounting and financial management leadership. Matrix Group Benefits was formed in 2001 and is based in Falmouth, Maine.

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