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Universal Insurance Services

Universal Insurance Services
1988 FOUNDED
M&A STATUS
51-60 EMPLOYEES
2ndary - Private LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of life insurance and financial advisory distribution services. The company's sophisticated consulting and advisory services create a strategic foundation for estate planning, executive benefits and business planning enabling high net worth individuals, corporate, private equity, executive benefit, RIAs, insurance agents, attorneys, CPA's, investment organizations, broker dealers and general agencies to attains the best possible answers for their clients, through advanced planning techniques, underwriting, carrier and product support, sales assistance and more.

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Education and Training Services (B2B)
Acquirer
Primary Office
  • 225 North East Mizner Boulevard
  • Suite 675
  • Boca Raton, FL 33432
  • United States

Universal Insurance Services Valuation and Funding

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

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Universal Insurance Services Former Investors

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

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Universal Insurance Services Executive Team (3)

Name Title Board
Seat
Contact
Info
Michael Sorensen Managing Partner & Chief Executive Officer
Mitchell Smith Managing Principal & Managing Partner

1 Former Executive

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