Acquisition Context CBG Benefits was acquired by Risk Strategies in May 2018, signaling a potential shift in client relationships, retention considerations, and expanded access to a national brokerage network for cross-sell opportunities in employee benefits, HRIS, payroll, and wellness services.

Mid market Focus With 11-50 employees and a revenue range of 50M to 100M, CBG Benefits operates in a mid-market segment where there is strong demand for scalable benefits administration, HR technology integration, and cost containment strategies that can be addressed by a broader carrier and technology ecosystem.

Whole-HR Solution CBG positions itself as an extension of HR, Finance, and Operations, offering benefits, HR communications, payroll/HRIS, and wellness programs, indicating opportunities to upsell integrated HR tech platforms, analytics, and user adoption services to streamline administrative workloads.

Technology Footprint Utilizing tools like Smartsheet, cloud hosting, and various web services suggests openness to modernizing workflows; sales opportunities exist for cloud-based benefits administration, data integration with HRIS systems, and analytics-driven reporting.

Growth Levers Past acquisition and sizable revenue signal capacity for expanded services, cross-sell with Risk Strategies’ national footprint, and potential collaboration on risk management, compliance, and wellness initiatives to drive client expansion and higher lifetime value.