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Fortegra Financial

Fortegra Financial
1981 FOUNDED
M&A STATUS
501-600 EMPLOYEES
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
15 INVESTMENTS
Description

Provider of insurance products and third-party administration services. The company markets and administers insurance and payment protection products. It provides its products to financial institutions, and also is a third-party administrator. It caters to the clients in the automotive, banking, credit union, consumer finance, retail, credit card, and vacation ownership industries. The company operates through its subsidiaries which include, Bankers Life of Louisiana, Insurance Company of the South, and American Guaranty Insurance Company.

Formerly Known As
Life of the South
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
BPO/Outsource Services
Other Industries
Multi-line Insurance
Parent Company
Primary Office
  • 10151 Deerwood Park Boulevard
  • Building 100, Suite 330
  • Jacksonville, FL 32256
  • United States

+1 (866) 000-0000

Fortegra Financial Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Fortegra Financial Investments & Acquisitions (15)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000000 0 01-Jul-2019 000000000000000000 Automotive Insurance 0000000 000000000 00
00000000 000000000 01-Feb-2013 000000000000000000 00.00 Other Insurance
000000000 31-Dec-2012 000000000000000000 00.00 Brokerage 0000000 000000000 00
00000000000 31-Dec-2012 0000000000 Network Management Software 0000000 000000000 00
MHA & Associates 24-Apr-2012 Merger/Acquisition 00000 Other Insurance 0000000 000000000 00
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Fortegra Financial Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 11-Mar-2011 000000000000000000 0000 Completed
  • 00000000 000000000
Bliss & Glennon 16-Apr-2009 Buyout/LBO Completed
  • 2 buyers
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Fortegra Financial Subsidiaries (4)

Company Name Industry Location Founded
Auto Knight Motor Club Other Commercial Services Palm Desert, CA 2002
000000000 Brokerage Jacksonville, FL 0000
000000 000000000 0 Automotive Insurance Prague, Czech Republic 0000
00000 000 00000000 Other Insurance Columbus, GA 0000
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Fortegra Financial Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Fortegra Financial Executive Team (12)

Name Title Board
Seat
Contact
Info
Richard Kahlbaugh JD President & Chief Executive Officer
Daniel Reppert Executive Vice President & President (Bliss & Glennon)
Joe McCaw President
Walter Mascherin Executive Vice President & Chief Financial Officer
Christopher Romaine Executive Vice President & Chief Operating Officer

2 Former Executives

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Fortegra Financial Board Members (9)

Name Representing Role Since Contact
Info
0000 0000000000 00.0 Self Director 000 0000
0000000 000000000 Self Director 000 0000
00000 0000000 Self Director 000 0000
0000 0000000 Self Director 000 0000
000 0000000 Self Director 000 0000

4 Former Board Members

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