Generational Equity advises Plan Benefit Services on its sale to The HILB Group


DALLAS – (COMMERCIAL THREAD) – Generational Equity, a leading M&A advisor for private companies, is pleased to announce the sale of its client, Plan Benefit Services, Inc. to the HILB group. The acquisition closed on December 8, 2020 and details were not disclosed.

Plan Benefit Services, Inc. (PBS) is an employee benefits consulting, management and brokerage firm based in West Columbia, South Carolina. Independently owned and operated since 1986 and built on a tradition of integrity, industry leadership and excellence. For over thirty years, PBS has worked with some of the best employers to create, implement and manage everything from employee benefit programs to retirement services and more.

Located in Richmond, Virginia, The HILB Group offers the resources of a large insurance broker and the attentive, personalized service of a small agency. Their values ​​of trust, passion, integrity and growth guide their actions for the benefit of each client. HILB has all the bases covered for business and personal customers, from complex industrial insurance programs to protecting the lives of families. The company was founded in 2009, has more than 1,000 employees and 100 locations in 20 states.

Generational Equity Executive Managing Director, M & A-Technology Practice Leader, David Fergusson, and his team led by Senior M&A Advisor, Gene Gall, with support from Vice President Mergers & Acquisitions, Alex Mironov, have successfully completed the transaction. Senior Managing Director Brian Hendershot established the initial relationship with PBS.

“It was a pleasure to work with the buyer and the seller; we were in the market at the end of June and closed the first week of December, ”said Gall.

About generational equity

Generational Equity, Generational Capital Markets (FINRA / SIPC member), Generational Wealth Advisors, Generational Consulting Group and DealForce are part of the Generational Group, headquartered in Dallas, which is one of the leading M&A consulting firms in North America.

With more than 250 professionals located across North America, the companies help business owners unleash their business wealth by providing growth advisory, merger, acquisition and wealth management services. Their six-step approach includes strategic and tactical growth advice, exit planning training, business valuation, value improvement strategies, M&A transactional services and wealth management.

The M&A Advisor named the company investment banking firm of the year 2017 and 2018 and valuation firm of the year 2020. For more information, visit / or the Generational Equity newsroom.


Previous DOL Benefit Plan Shareholder Proxy Voting Rule
Next Provisions relating to the transparency of the employee health insurance scheme in the Consolidated Appropriations Act