• 20,000 clients
  • 750 employees
  • 24 firms, 40 locations across 15 states
  • $158 million in revenue
  • Goal: Exceeding $500 million in revenue
  • Ownership: 40% member firms; 60% Genstar Capital
  • Initial makeup: 75% employee benefits firms; 15% p-c firms; 7% wealth management/financial services firms; 3% other.
  • Five-year goal: 45% employee benefits; 45% p-c and risk management; 10% wealth management/financial services.