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What matters now
- $43.1M to $172.5Mprobable EBITDA
Probable EBITDA $43.1M to $172.5M on revenue of $287.6M to $575.1M, estimated from 1917 employees.
Outside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 32dealability of 100
Why it fits: operating tenure +7.7, 8 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); benefit plans +5, 2 benefit plans on file (a professionalised employer).
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 23 Sep 2026 - 76data confidence of 100
How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 55% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
Business services (Insurance agencies brokerage) employer in Fort Washington, PA, with 1,338 benefit plan participants on its latest filing, and a benefit plan in place since 2019. No website description has been captured yet.
- +4S•••••••••Estimate••• Locked
- +7.7O•••••••••Fact••• Locked
- +5B•••••••••Fact••• Locked
- +15S•••••••••Inference••• Locked
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $288M to $575M Estimate
- Probable EBITDA
- $43.1M to $173M Estimate
- Workforce proxy
- 1,338 plan participants
- Estimate computed on
- 1,917 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +30S•••••••••Fact2 independent source(s)
- +29.6F••••••••Factlatest effective observation 2026-09-12
- +16.5S•••••••••Estimate••• Locked
- Mar 17, 2026Add onconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - Nov 4, 2025Add onconfidence 90%
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DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - Aug 27, 2025Add onconfidence 90%
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DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - Jul 15, 2025Add onconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - Jun 11, 2025Add onconfidence 90%
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DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - Jun 3, 2025Add onconfidence 90%
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DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - May 22, 2025Add onconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
No dated events on file.
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- benefit plan since Jan 1, 2019 (age floor 7 years)
- Ownership
- not observed
- Plans on file
- 2
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 1,917 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $108M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Fort Washington, PA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524210 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 2 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2019-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 1,338 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 2,067 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 1,821 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 1,211 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets |