Home / Transactions / BenefitHub | Inverness Graham

Shea & Company served as the exclusive financial advisor to BenefitHub

BenefitHub Profile

  • BenefitHub is a market-leading provider of employee benefits solutions, aggregating the buying power of millions to secure preferential pricing and unmatched lifestyle and voluntary benefits for users on one centralized platform
  • BenefitHub’s platform offers 14M+ employees from 5,000+ core clients unique discounts on insurance policies, retirement plans, wellness programs, childcare assistance and financial planning tools, as well as exclusive discounts on thousands of products and services
  • BenefitHub serves more than 30% of the Fortune 50 and 20% of the Fortune 500
  • Founded in 1999, BenefitHub is headquartered in Tampa, FL and has approximately 150 employees

Inverness Graham Profile

  • Inverness Graham is a growth-focused private equity firm investing in innovative technology businesses in the healthcare, software, advanced manufacturing and environmental sustainability sectors
  • Inverness Graham offers a unique Strategic Platform Build approach through both organic and inorganic growth levers and utilizes its Value Creation Group to work side-by-side with portfolio companies to achieve outstanding outcomes
  • Inverness Graham was founded in 2003 and is headquartered in Wayne, PA

Transaction Notes

  • BenefitHub’s acquisition by Inverness Graham was announced in April 2024; financial terms were not disclosed
  • Shea & Company served as the exclusive financial advisor to BenefitHub
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