Acquired by CBG Benefits was acquired by Risk Strategies in May 2018, indicating a potential shift in client base and integration with a larger broker network which could open collaboration or cross-sell opportunities for retirement, HRIS, and benefits solutions within the Risk Strategies ecosystem.

Growth potential With revenue in the 25 to 50 million range and a mid-sized employee count, CBG Benefits sits between boutique and national-scale brokers, suggesting opportunities to upsell advanced analytics, wellness programs, and scalable HR communications and payroll solutions to growing mid-market clients.

Tech backbone A tech stack featuring AWS, Google libraries, WordPress, Cloudflare, Mimecast, Smartsheet, and reCAPTCHA signals a modern, cloud-driven operation suitable for selling integrated digital benefits administration, secure communications, and collaborative workflow tools.

Cross-sell prospects As a full-service benefits broker serving HR, Finance, and Operations, there are natural cross-sell opportunities for payroll, HRIS solutions, wellness programs, and comprehensive benefits administration to existing clients and within the Risk Strategies network.

Market positioning Operating in the insurance and employee benefits space with familiar large competitors, CBG Benefits can be positioned as a compatible partner for mid-market employers seeking personalized service, combined with scalable technology-enabled solutions and strategic partnerships.