Tech Company M&A Transactions

PlanSource Acquisition

On 3/26/2019, PlanSource was acquired by Vista Equity Partners. The companies did not announce the acquisition terms for the deal.

Transaction Overview

Company Name
Announced On
Transaction Type
M&A Terms
Financial terms of the transaction were not disclosed.

Company Information

Company Status
Acquired or Merged
Mailing Address
101 South Garland Ave. 203
Orlando, FL 32801
Email Address
Not Recorded
PlanSource helps employees discover and review benefit options with ease, as well as offer tools to help make complex benefit concepts and terminology simple. For Brokers, with the information and tools PlanSource provides, navigating the evolving landscape of healthcare becomes second nature.
PlanSource LinkedIn Company Profile
Social Media
PlanSource Company Twitter Account
Company News
PlanSource News
PlanSource on Facebook
PlanSource on YouTube

Management Team

Email & Social
Chief Executive Officer
Dayne Williams
  Dayne Williams LinkedIn Profile  Dayne Williams Twitter Account  Dayne Williams News  Dayne Williams on Facebook
Chief Financial Officer
Michael Cooper
  Michael Cooper LinkedIn Profile  Michael Cooper Twitter Account  Michael Cooper News  Michael Cooper on Facebook
Chief Operating Officer
Nancy Sansom
  Nancy Sansom LinkedIn Profile  Nancy Sansom Twitter Account  Nancy Sansom News  Nancy Sansom on Facebook
Chief Technical Officer
Ryan Baldwin
  Ryan Baldwin LinkedIn Profile  Ryan Baldwin Twitter Account  Ryan Baldwin News  Ryan Baldwin on Facebook
Anita Messal
  Anita Messal LinkedIn Profile  Anita Messal Twitter Account  Anita Messal News  Anita Messal on Facebook
VP - Bus. Development
Bradley Taylor
  Bradley Taylor LinkedIn Profile  Bradley Taylor Twitter Account  Bradley Taylor News  Bradley Taylor on Facebook
VP - Sales
Phillip Carollo
  Phillip Carollo LinkedIn Profile  Phillip Carollo Twitter Account  Phillip Carollo News  Phillip Carollo on Facebook
VP - Sales
Adam Hameed
  Adam Hameed LinkedIn Profile  Adam Hameed Twitter Account  Adam Hameed News  Adam Hameed on Facebook



Browse more venture capital transactions:

Prev: 3/26/2019: TARGAN venture capital transaction
Next: 3/26/2019: CyberX venture capital transaction


Share this article


Where The Data Comes From

We do our best to report on tech company VC transactions. VC transactions on this site are sourced from news reports and company announcements. The data comes to us via our partnership with, an affiliated venture.


Additional Resources for Entrepreneurs

Lists of Venture Capital and Private Equity Firms

Franchise Opportunities


Business Glossary