1.9.3.2Vertical
Global Employer of Record (EOR)
EOR providers co-employing international workers for multinational clients.
Market snapshot
These figures describe Payrolling & Employer of Record (EOR) (1.9.3), the segment that Global Employer of Record (EOR) sits within — not Global Employer of Record (EOR) on its own.
- Market size
- ~$198B
- Growth
- ~2.2%CAGR (2017–22, nominal)
- Companies
- ~4,200
FragmentationConsolidatingEstimate
U.S. Census Bureau 2022 CBP/Economic Census, NAICS 561330 (Professional Employer Organizations); ~3.7M worksite employees. Receipts largely reflect pass-through co-employment costs, not value-add.
Business model & economics
Revenue model
Per-employee administration fees plus benefits margin and float
Key economics
- Recurring revenue
- High
- EBITDA margin
- Thin on gross revenue; meaningful on net admin/benefit revenue
- Capex intensity
- Low
embedded co-employment relationships with low churn
Characteristics
- Reported revenue is largely pass-through; value-add is the admin/benefit margin.
- Co-employment depth makes the relationship sticky and switching costly.
- Global EOR platforms have rapidly expanded cross-border employment.
M&A deal context
Deal activityHigh
Who’s acquiring
- PEO consolidators
- Global-EOR & payroll platforms
- PE-backed HR-services roll-ups
What’s driving deals
- Consolidation of regional PEOs for benefits-purchasing scale.
- Rapid growth of global EOR for cross-border hiring.
- Recurring, sticky revenue attractive to financial buyers.
Find Global Employer of Record (EOR) acquisition targets
Search Acquisera’s index for companies classified under Global Employer of Record (EOR) (1.9.3.2) and build a targeted deal pipeline.
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