This company
The company's name
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- $12.1M to $48.4Mprobable EBITDA
Probable EBITDA $12.1M to $48.4M on revenue of $80.7M to $161.4M, estimated from 538 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 28dealability of 100
Why it fits: sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); operating tenure +5, 5 years since earliest plan effective date (floor on age); 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, 13 Sep 2026 - 45data confidence of 100
How sure the record is: 1 independent source; latest effective observation 1 Dec 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
Business services (Insurance agencies brokerage) employer in Oakland Park, FL, with 481 benefit plan participants on its latest filing, and a benefit plan in place since 2021. No website description has been captured yet.
- +3.2Estimate
- +5Fact
- +5Fact
- +15Inference
No dated ownership-transition signal has been observed for this company. The transition score below rests on tenure and market pull only, which is not evidence of a sale. Do not read it as one.
- +10Inference
- 2022 to 2024Workforce on the planrisingstrong weightFactForm 5500 · read Sep 17, 2026
- Probable revenue
- $80.7M to $161M Estimate
- Probable EBITDA
- $12.1M to $48.4M Estimate
- Workforce proxy
- 481 plan participants
- Estimate computed on
- 538 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +15Fact1 independent source
- +13Factlatest effective observation 2024-12-01
- +16.5Estimate
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 Sep 1, 2021 (age floor 5 years)
- Ownership
- not observed
- Plans on file
- 2
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 538 | Fact | 2024-12-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $30.3M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | |
| Hq location | Oakland Park, FL | Fact | 2024-12-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524210 | Fact | 2024-12-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 2 | Fact | 2024-12-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2021-09-01 | Fact | 2024-12-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 481 | Fact | 2024-12-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 191 | Fact | 2023-12-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 130 | Fact | 2022-12-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-12-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-12-01 | DOL EFAST2 Form 5500 datasets |