The Partners Group

What The Partners Group does

The Partners Group (TPG) is an independent, employee-owned insurance brokerage and financial services consulting firm headquartered in Portland, Oregon, founded in 1981. The company delivers a multi-line service portfolio organized around its One Partner Advantage framework, spanning commercial insurance, employee benefits consulting (health, voluntary, global, executive, wellbeing), retirement plan consulting, total absence management, healthcare analytics (via the Interas partnership for population health), Group Physician Advisory Services (BenchmarkMD), Medical Professional Liability Insurance, personal insurance, and wealth management delivered through its wholly-owned SEC-registered investment advisory subsidiary TPG Financial Advisors, LLC. TPG's technology stack includes the PartnerLink Portal (built on Employee Navigator integration), a Commercial Risk Management Center, and a wealth management client portal; the firm also leverages BenchmarkPRO benchmarking and GenPRO generative-AI policy analysis tools accessed through the C2 Solutions and BrokerPRO partnerships. Revenue is generated primarily through insurance brokerage commissions on placed coverage (commercial, employee benefits, medical professional liability, personal lines), professional services fees for benefits and retirement consulting, and recurring advisory fees from wealth management; pricing is quote-based and delivered via multi-year enterprise contracts. Distribution is relationship-driven enterprise field sales supported by regional offices across Oregon, Washington, Montana, Idaho, and Arizona, supplemented by the C2 Solutions national affiliate network (an equity-owned partnership of independent regional benefits firms equivalent to the fifth-largest privately held benefits firm in the U.S.). The company serves three primary verticals - businesses (all sizes), healthcare and medical professionals (a specialty vertical with deep products), and individuals - with no public funding rounds and growth financed through retained earnings and tuck-in acquisitions (Baldwin Group 2011, McDonald Insurance Group 2018, Jim Russel Consulting 2025, Post Insurance 2024, Amalyn Consulting 2024). Customer base diversity, employee-ownership culture, and sustained industry recognition (Inc. 5000 multiple times, 11 consecutive Best Places to Work in Insurance awards, 22+ years IIABA Best Practices, #3 in Portland commercial insurance rankings) round out the profile.

Name

The Partners Group

Legal name

The Partners Group, LLC

Website

https://thepartnersgroup.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

101–250 employees

Short description

The Partners Group is an independent, employee-owned insurance brokerage and financial services consulting firm headquartered in Portland, Oregon, delivering commercial insurance, employee benefits, wealth management, and specialty healthcare/medical professional liability services to businesses, medical professionals, and individuals across the Pacific Northwest and Mountain states.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Employee Benefits Consulting

NAICS

Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

Keywords

• Employee benefits consulting
• Commercial insurance brokerage
• Wealth management services
• Retirement plan consulting
• Medical professional liability

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Brokerage Commissions: Commissions earned on placement of commercial insurance, employee benefits, medical professional liability, and personal insurance products for clients
2. Financial Advisory Services: Fee-based and commission-based investment advisory and wealth management services through TPG Financial Advisors, LLC, an SEC-Registered Investment Advisor
3. Employee Benefits Consulting: Advisory fees for healthcare analytics, retirement plan consulting, absence management, wellbeing consulting, and captive insurance strategy services

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

The Partners Group is an independent insurance brokerage and financial services consulting firm providing commercial insurance, employee benefits consulting, wealth management, and personal insurance. It serves businesses, healthcare professionals, and individuals through direct sales teams, with specialized programs such as Group Physician Advisory Services (BenchmarkMD), Medical Professional Liability Insurance, and the C2 Solutions national affiliate network. The firm combines brokerage commissions with fee-based advisory revenue across its multi-divisional service model.

Product overview

The Partners Group is a financial and insurance consulting firm that provides a comprehensive suite of services organized under a multi-divisional model anchored by the One Partner Advantage® approach. The core service divisions include Employee Benefits (encompassing benefits/HR technology, voluntary benefits, global benefits, wellbeing consulting, absence management, retirement plan consulting, and executive benefits), Commercial Insurance, Wealth Management, and Personal Insurance Services. Specialized offerings include Group Physician Advisory Services (with BenchmarkMD and Medical Professional Liability Insurance), Healthcare Analytics (through Interas partnership), and OMA Benefits. The firm operates C2 Solutions, a national collaborative employee benefits network (equity-owned partnership with other regional firms). Client-facing technology includes the PartnerLink Portal (Employee Navigator), Commercial Risk Management Center, and Wealth Management Portal. Recent expansions include Amalyn Consulting (Arizona) and Post Insurance (Idaho). The company serves businesses, healthcare professionals, and individuals with a focus on the Pacific Northwest.

Differentiator

Problem solved

Functional benefit

Brands

• C2 Solutions: National equity-owned partnership of independent employee benefit consulting firms including The Partners Group, Kistler Tiffany Benefits, M3 Insurance, McGohan Brabender, Scott Insurance, and others.
• One Partner Advantage
• BenchmarkMD
• TPG Foundation
• Give30
• C2 Solutions (member company)

Products and services

• Employee Benefits Consulting Comprehensive employee benefits advisory including health insurance, voluntary benefits, benefits/HR technology solutions, global benefits, and wellbeing consulting for employer clients.
• Commercial Insurance Brokerage

Quantifiable outcome

• Over $19 million raised toward $30 million Give30 philanthropy goal
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Sterling Seacrest PritchardcoreStrategic or Co-development Partner · 8 November 2023Sterling Seacrest Pritchard joined C2 Solutions as a member firm, strengthening the national collaborative network of independent employee benefits consulting firms.
• Holmes Murphy & AssociatescoreStrategic or Co-development Partner · 24 February 2016Holmes Murphy joined C2 Solutions as a member firm, adding ten more states to C2's national footprint. C2 Solutions is an equity-owned partnership of top independent regional employee benefits firms including The Partners Group.
• C2 Solutions Member FirmscoreStrategic or Co-development PartnerC2 Solutions is an equity-owned partnership powered by The Partners Group, Kistler Tiffany Benefits, M3 Insurance, McGohan Brabender, Scott Insurance, and Holmes Murphy. With over 30 strategically located offices, C2 is equivalent to the fifth-largest privately held benefits firm in the nation.

Scale indicators6 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• M3 Insurance: Wisconsin-based insurance brokerage and C2 Solutions equity member firm alongside The Partners Group. Direct peer given shared C2 ownership structure, employee benefits consulting focus, and similar mid-market employer client base.
• Holmes Murphy & Associates: Iowa-headquartered employee benefits and insurance brokerage and C2 Solutions equity member firm. Highly comparable to TPG given identical C2 network partnership, employee benefits consulting specialization, and Midwest-to-national expansion playbook.
• McGohan Brabender: Ohio-based employee benefits broker and C2 Solutions member firm. Comparable as a fellow equity-owned independent benefits consultancy within the same C2 national partnership, serving similar mid-market employer clients.
• Kistler Tiffany Benefits: Pennsylvania-based employee benefits consulting firm and C2 Solutions equity member firm. Direct peer within the same C2 network, sharing independent-ownership structure and regional-to-national benefits consulting orientation.
• Scott Insurance: Virginia-based insurance brokerage and C2 Solutions member firm. Comparable as a fellow C2 equity partner offering commercial insurance, employee benefits, and personal lines to mid-market employers.
• Sterling Seacrest Pritchard: Georgia-based insurance and risk management firm and C2 Solutions member (joined 2023). Comparable given shared C2 affiliation, multi-line brokerage services, and similar mid-market employer focus.

Broad incumbents

• Brown & Brown, Inc. Large national insurance brokerage and risk management firm. Comparable as a publicly-traded incumbent that competes for the same Pacific Northwest mid-market employer accounts, with substantially greater scale and capital.
• USI Insurance Services: National insurance brokerage and employee benefits consulting firm with significant Pacific Northwest presence. Comparable in employee benefits consulting and mid-market employer focus, with broader geographic reach and product portfolio.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with major Northwest operations. Competes head-to-head with TPG for mid-market commercial and benefits business, with deeper specialty practices and carrier leverage.
• Marsh McLennan: Global professional services firm offering insurance brokerage (Marsh), consulting (Oliver Wyman), and benefits administration. Serves as the dominant incumbent competitor for larger Pacific Northwest employer accounts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/tpggrp
• LinkedInlinkedin.com/company/the-partners-group_2
• Xx.com/tpgrp

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Partners Group