Red Gate Advisors
- Company typePrivate
- Founded2013
- HeadquartersMadison, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Red Gate Advisors firmographics
Firmographics- Name
- Red Gate Advisors
- Legal name
- Redgate Advisors
- Website
- https://redgategroupadvisors.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where Red Gate Advisors is headquartered
LocationHeadquarters
- HQ city
- Madison
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Red Gate Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Consulting and Advisory Services: Professional services revenue generated through consulting engagements with Private Equity firms and their portfolio companies. Services include health and benefit plan assessments, broker evaluations, portfolio optimization, and transaction support. Revenue is generated through project-based fees and ongoing advisory retainers.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Red Gate Advisors product offering
Product offeringCore offering
Red Gate Advisors is an independent insurance and employee benefit consulting firm that delivers advisory services to Private Equity firms and their portfolio companies. Its core offerings include Health & Benefit Plan Assessments, Broker Procurement & Evaluations, Portfolio Optimization & Oversight, Transaction & Harmonization Support, Leveraged Purchasing, and Portfolio Company Support—all delivered as conflict-free advisory services without commissions or broker-side incentives.
Product overview
Red Gate Advisors is an independent insurance and employee benefit consulting firm that offers a unified suite of advisory services for private equity firms and their portfolio companies. The core offering consists of Health & Benefit Plan Assessments, Broker Procurement & Evaluations, Portfolio Optimization & Oversight, Transaction & Harmonization Support, Leveraged Purchasing, and Portfolio Company Support. These services are delivered through collaborative relationships with top US brokers, insurers, and service providers, providing fee transparency, strategic purchasing leverage, and conflict-free advisory to help clients manage healthcare costs and insurance programs.
Differentiator
Problem solved
Functional benefit
Products and services
- Health & Benefit Plan Assessments Comprehensive assessments of health and retirement benefit plans to evaluate cost efficiency, compliance, and performance for clients.
- Broker Procurement & Evaluations Independent evaluation and competitive search services to help clients secure the right insurance broker and advisory partners.
- Portfolio Optimization & Oversight Strategic oversight and optimization services for private equity portfolio companies to improve benefits outcomes and reduce costs.
- Transaction & Harmonization Support M&A and transaction support services to ensure smooth benefits transitions during mergers, acquisitions, and organizational changes.
- Leveraged Purchasing Group purchasing programs that leverage aggregated buying power across portfolio companies to secure better pricing and terms from vendors.
- Portfolio Company Support Ongoing advisory and support services for portfolio companies to manage benefits programs, broker relationships, and cost optimization.
Quantifiable outcome
- $1,800,000 annual savings achieved in Portfolio Life & Disability RFP with 9 of 10 portcos participating
- +3 more outcomes
Companies that use Red Gate Advisors
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Red Gate Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Red Gate Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- CIGNAcoreStrategic relationship established with CIGNA insurer through the Portfolio Purchasing Program. CIGNA was selected as the strategic partner following a competitive RFP across multiple insurers for Life & Disability coverage. The relationship was structured to facilitate future transactions and premium savings for PE portfolio companies.
- Top U.S. BrokerscoreRedgate maintains strong relationships with all top U.S. brokers in the commercial insurance and employee benefit industry. These broker partnerships enable Redgate to help PE firms achieve optimal results from broker relationships while maintaining independence and client-first alignment.
- Insurers and Service ProvidersminorRedgate collaborates with insurers and service providers to achieve optimal results for clients. The firm acts as an intermediary advocating for policyholders to ensure fair compensation structures and optimal contract terms.
Scale indicators5 records
Recent moves5 records
Expansion highlights5 records
Red Gate Advisors competitors and assessment
Company assessmentBroad incumbents
- USI Insurance Services: USI is a large US insurance brokerage serving mid-market and large clients including PE-backed companies across benefits, property/casualty, and retirement planning. Comparable to Red Gate in providing benefits advisory and broker-of-record services to PE portfolio companies.
- Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management services firm with significant PE practice serving portfolio companies. Comparable to Red Gate in benefits consulting, broker procurement, and transaction support.
- Aon plc: Aon is a global insurance brokerage and advisory firm, recently combining with NFP, with substantial PE practice serving portfolio companies. Comparable to Red Gate in benefits advisory, risk consulting, and broker procurement for PE-backed companies.
- Lockton: Lockton is a major independent insurance brokerage that provides employee benefits consulting, risk management, and brokerage services to PE-backed companies. Comparable to Red Gate across the benefits advisory and broker procurement services it sells into PE portfolio companies.
- Brown & Brown, Inc. Brown & Brown is a major insurance brokerage that provides employee benefits and commercial insurance advisory to employers, including PE-backed companies. Comparable to Red Gate across its benefits and risk advisory services.
- Marsh McLennan: Marsh is one of the world's largest insurance brokerages, with significant PE practice and benefits consulting through its Mercer subsidiary. Comparable to Red Gate in providing large-scale benefits advisory and broker services to portfolio companies.
- NFP (an Aon company): NFP is a large insurance brokerage and benefits consulting firm with a dedicated private equity practice serving portfolio companies. It is a direct comparable in offering health/benefits advisory and broker oversight to PE firms, though with a much broader portfolio across personal lines, wealth, and corporate benefits.
Emerging players
- Sequoia Benefits Group: Sequoia Benefits Group is a benefits consulting firm with a private equity-focused practice serving portfolio companies with employee benefits advisory and optimization services. Comparable to Red Gate as a smaller, specialized PE-focused benefits consultancy.
Direct peers
- Holmes Murphy: Holmes Murphy is an independent insurance brokerage and benefits consulting firm with experience serving PE-backed companies. It offers comparable services including benefits advisory, broker procurement, and risk management consulting.
- OneDigital: OneDigital is a large US employee benefits and insurance consulting firm serving employers including PE-backed companies. It competes directly with Red Gate in providing benefits advisory, broker evaluation, and benefits optimization, though at significantly greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Red Gate Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Red Gate Advisors leadership team
Management profileNumber of profiles
Red Gate Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Red Gate Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Red Gate Advisors
What does Red Gate Advisors do?
Red Gate Advisors is an independent insurance and employee benefit consulting firm that delivers advisory services to Private Equity firms and their portfolio companies. Its core offerings include Health & Benefit Plan Assessments, Broker Procurement & Evaluations, Portfolio Optimization & Oversight, Transaction & Harmonization Support, Leveraged Purchasing, and Portfolio Company Support—all delivered as conflict-free advisory services without commissions or broker-side incentives.
Is Red Gate Advisors a public or private company?
Red Gate Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Red Gate Advisors founded?
Red Gate Advisors was founded in 2013. It employs 1 to 10 people.
Where is Red Gate Advisors based?
Red Gate Advisors is headquartered in Madison, United States, in the North America region.
How does Red Gate Advisors make money?
One revenue line is on record: consulting and Advisory Services.
Who are Red Gate Advisors's main competitors?
Broad incumbents on record are USI Insurance Services, Arthur J. Gallagher & Co., Aon plc, Lockton, Brown & Brown, Inc., Marsh McLennan and NFP (an Aon company). Sequoia Benefits Group is listed as an emerging player. Direct peers are Holmes Murphy and OneDigital.
Does Red Gate Advisors have an API?
No public API is recorded for Red Gate Advisors.