Transaction Overview
- Represented BenefitFlow on its growth equity investment from M-One Capital (formerly known as McCarthy Capital).
- BenefitFlow is a leading sales and competitive intelligence platform purpose-built for the benefits and insurance market.
- BenefitFlow’s platform leverages proprietary AI to equip carriers, vendors, and brokers with comprehensive market intelligence, verified buyer information, and advanced workflow tools to accelerate prospecting and drive growth.
Drivers of Interest
- Market leader in the benefits and insurance ecosystem with a rapidly expanding presence, driven by strong customer adoption and a growing footprint across carriers, vendors, and brokers.
- Robust, AI-driven product platform consolidating prospecting, contact and competitive intelligence, and workflow automation into a single solution purpose built for benefits professionals.
- Differentiated technology and competitive moat, highlighted by proprietary data processing and high-accuracy buyer intelligence.
- Highly scalable SaaS model with an attractive, profitable financial profile supporting sustained revenue expansion and meaningful value creation.
- Significant expansion opportunities, including deepening penetration in core markets, accelerating adoption among brokers, and executing on a proven land and expand strategy.
Read Press Release