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Company

P•••••• C••••• S••••• I•••••••• S••••••• L••

St Petersburg, FL·Business services / Insurance agencies brokerage·NAICS 524210
Last verified Sep 12, 2026
2 sources · 10 observations · 0 events
Scored 10 days ago

What matters now

  1. $9.5M to $38M
    probable EBITDA

    Probable EBITDA $9.5M to $38M on revenue of $63.3M to $126.6M, estimated from 422 employees.

    Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 55% confidence
  2. 31
    dealability of 100

    Why it fits: sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); benefit plans +5, 2 benefit plans on file (a professionalised employer); operating tenure +3.2, 3 years since earliest plan effective date (floor on age).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 13 Sep 2026
  3. 42
    data confidence of 100

    How sure the record is: 1 independent source; latest effective observation 1 Jun 2024; 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
Dealability
31
moderate
Sponsor fit
95
high
Transition readiness
10
low
Urgency
0
low
Data confidence
42
elevated
Opportunity
10
ranking only
What is it

Business services (Insurance agencies brokerage) employer in St Petersburg, FL, with 410 benefit plan participants on its latest filing, and a benefit plan in place since 2023. No website description has been captured yet.

Why does it fit
  • +7.7S•••••••••
    Estimate••• Locked
  • +3.2O•••••••••
    Fact••• Locked
  • +5B•••••••••
    Fact••• Locked
  • +15S•••••••••
    Inference••• Locked
Why now
  • +10M•••••••••M•••••••••
    Inference••• Locked
How large is it
Probable revenue
$63.3M to $127M Estimate
Probable EBITDA
$9.5M to $38.0M Estimate
Workforce proxy
410 plan participants
Estimate computed on
422 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
55%
How certain are we
  • +15S•••••••••
    Fact1 independent source(s)
  • +10.3F••••••••
    Factlatest effective observation 2024-06-01
  • +16.5S•••••••••
    Estimate••• Locked
What changed

No dated events on file.

Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Jul 1, 2023 (age floor 3 years)
Ownership
not observed
Plans on file
2
What is the evidence
PredicateValueClassEffectiveSourceEvidence
Active participants422Fact2024-06-01DOL EFAST2 Form 5500 datasets
Ebitda band$23.7MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
••• Locked
Hq locationSt Petersburg, FLFact2024-06-01DOL EFAST2 Form 5500 datasets
Naics code524210Fact2024-06-01DOL EFAST2 Form 5500 datasets
Plan count2Fact2024-06-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2023-07-01Fact2024-06-01DOL EFAST2 Form 5500 datasets
Plan participants410Fact2024-06-01DOL EFAST2 Form 5500 datasets
Plan participants386Fact2023-07-01DOL EFAST2 Form 5500 datasets
SubsectorInsurance agencies brokerageFact2024-06-01DOL EFAST2 Form 5500 datasets
VerticalBusiness servicesFact2024-06-01DOL EFAST2 Form 5500 datasets