Mergers & Acquisitions

Join Capital Benefit Group

Create a future with an organization that values your team and is dedicated to your business for long term success

Why Choose
Capital Benefit Group

Partnering with CBG through mergers and acquisitions offers a unique and appealing proposition. We prioritize building trusting relationships with our customers and maintaining a flexible, non-bureaucratic approach. Our investor is not a private equity firm, which means we focus on long-term value creation rather than short-term gains. By joining forces with us, you'll benefit from our strong customer loyalty, innovative solutions, and agile business model, all while preserving your company's unique identity and culture. Together, we can achieve sustainable growth and create lasting value for our customers and stakeholders.
At our core, we prioritize the valuable time we spend with our team and customers over endless hours in unproductive meetings. We believe in fostering meaningful interactions and creating solutions that matter. By focusing our efforts on collaboration and engagement, we aim to drive success and build strong, lasting relationships.

Leader Among Benefits Agencies

One of the largest privately held employee benefits agencies in the Pacific Northwest

Outstanding Client Satisfaction

Achieving a 94% customer satisfaction rating

Strong Employee Culture

Our company boasts an incredibly strong employee culture, demonstrated by the fact that an impressive 90% of our team members have been with us for over five years. Even more remarkable is that one-third of our employees have dedicated a decade or more to our organization

The Common Challenges

While you have built a successful business, we also know that it's never easy to keep things running smoothly and challenges always creep in. We've found that most agency owners get hung up on these 3 stumbling blocks:

The "Operational Stuff"

No Longer doing "What You Love”

What's the "Succession Plan?"

Operational challenges (IT, Compliance, Finance, Taxes, Legal, and HR) are incredibly difficult. What happens when you decide to move on to the next chapter? That's where Capital Benefit Group can help! We'll help you get back to doing what you love and plan a lucrative pathway to cement the legacy you have built.

What CBG
Has to Offer

Like you, we pride ourselves on putting our people first. In doing so, we know that our customers will be cared for as they deserve. We believe we are the ideal partner for broker agencies looking to grow their business while properly caring for their customers and their team.