Acquisition Opportunity CBG Benefits was acquired by Risk Strategies in May 2018, indicating a transition in ownership and potential integration opportunities for cross-selling, platform alignment, and expanded service capabilities with Risk Strategies’ client base.

Mid-market Focus With 11-50 employees and revenue in the $25M-$50M range, CBG Benefits sits in the mid-market segment ripe for expansion of employee benefits administration, HRIS, and wellness programs to drive efficiency and cost savings for growing firms.

Tech Stack Alignments Existing technology footprint includes AWS, WordPress, Smartsheet, and security tools like Cloudflare and reCAPTCHA, suggesting opportunities to upsell integrated benefits administration, HR digital workflow solutions, and data analytics services that leverage current infrastructure.

Strategic Partnerships Active industry affiliations and a philosophy of extending HR departments indicate openness to partner ecosystems and co-delivery models with larger brokers or carriers seeking to broaden benefits expertise and service capabilities.

Industry Potential Operating in insurance with typical peer scale, there is potential to target similar mid-size clients as a feeder into larger broker networks, offering tailored benefits brokerage, wellness, and HRIS solutions to drive client stickiness and revenue growth.