Benefits All In Receives Minority Growth Investment from WestView Capital Partners

Cincinnati, Ohio and Boston, Massachusetts – Benefits All In (“BAI” or the “Company”), a leading provider of employee healthcare benefit navigation and risk management solutions to employer groups, announced today that it has received a significant minority investment from WestView Capital Partners (“WestView”), a Boston-based growth equity firm focused on middle market growth companies.

Headquartered in Cincinnati, Ohio, Benefits All In helps employees and their families make informed healthcare benefit decisions and access the full range of resources available to them. Through a technology-enabled service model, the Company provides personalized benefit navigation, education, advocacy, and ongoing support for employees and their dependents. By pairing data-driven insights with individualized guidance, Benefits All In enables employers to reduce health plan cost and risk while improving access to care. The Company’s continuous engagement model ensures employees and their families receive the right benefits for their needs and hands-on support when navigating complex health events.

“Our partnership with WestView marks an exciting step forward for the Company as we continue to deliver personalized benefit support and measurable healthcare cost savings to our clients and their employees,” said Rob Hare, President of Benefits All In. “We chose WestView because they share our long-term vision and bring strategic insight and collaborative partnership that will be valuable for our next phase of growth. We look forward to deepening our commitment to compassionately supporting individuals and their families as they navigate their unique health situations.”

“We are excited to partner with BAI in advancing its dual mission of helping employees and their families access care while enabling employers to better manage risk. BAI offers a compelling solution to combat the persistent increases in healthcare costs employers face each year, without forcing tradeoffs in their benefit offering,” said Kevin Twomey, Partner at WestView Capital Partners who will join the Company’s board of directors. “Our investment in BAI builds on WestView’s longstanding track record of sector thematic investing in founder-owned, healthcare outsourcing businesses.”

Added Jeff Klofas, Vice President at WestView who will also join the Company’s board of directors, “With unmatched subject matter expertise in navigating the complexities of health benefit resources, BAI delivers a unique value proposition for employers and employees. The Company’s strong growth, high client retention, and innovative, technology-enabled service model underscore that value.”

Benefits All In was advised by PNFP Capital Markets, Inc. and represented by Nelson Mullins Riley & Scarborough LLP. WestView was represented by Latham & Watkins LLP. The financial terms of the transaction were not disclosed.

About Benefits All In

Benefits All In is a provider of employee healthcare benefit navigation and risk management solutions for employer groups. Through a technology-enabled service model, the Company delivers personalized benefit navigation, advocacy, and ongoing support to employees and their dependents, including those with complex healthcare needs. By combining data-driven insights with individualized guidance, Benefits All In helps employers reduce healthcare costs and risk while improving employee benefit outcomes. For more information, please visit benefitsallin.com.

About WestView Capital Partners

WestView Capital Partners, a Boston-based growth equity firm focused exclusively on middle market growth companies, manages $2.7 billion in capital across five funds. WestView partners with existing management teams to sponsor minority and majority recapitalizations, growth, and consolidation transactions in several sectors, including healthcare technology and outsourcing, business services, software and IT services, and growth industrial. For more information, please visit wvcapital.com.