Confie Holding Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 3,750

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 24

  • Investments
  • 119

Confie Holding General Information

Description

Provider of insurance brokerage services based in Huntington Beach, California. The company is engaged in the distribution of insurance products and is primarily focused on personal lines and small commercial insurance.

Contact Information

Website
www.confie.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Commercial/Professional Insurance
Multi-line Insurance
Corporate Office
  • 7711 Center Avenue
  • Suite 200
  • Huntington Beach, CA 92647
  • United States
+1 (714) 000-0000

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Confie Holding Valuation & Funding

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

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Confie Holding Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of insurance brokerage services based in Huntington Beach, California. The company is engaged in the distributi
Insurance Brokers
Huntington Beach, CA
3,750 As of 2023
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Valhalla, NY
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Dubuque, IA
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Confie Holding Competitors (38)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
USI Insurance Services Private Equity-Backed Valhalla, NY 00000 00.000 000000000 00 00.000
Cottingham & Butler Corporation Dubuque, IA 000
EPIC Insurance Brokers & Consultants Private Equity-Backed San Francisco, CA 0000 00.000 000000000 00.000
Heffernan Insurance Brokers Private Equity-Backed Walnut Creek, CA 000 000000000 00
NSM Insurance Group Private Equity-Backed Conshohocken, PA 0000 000.00 000000000 00
You’re viewing 5 of 38 competitors. Get the full list »

Confie Holding Executive Team (18)

Name Title Board Seat Contact Info
Cesar Soriano Chief Executive Officer
Michael Kaplan Chief Financial Officer
Tom Hammond Chief Strategy Officer
Tim Clark Chief Human Resources Officer
Chris Alfaras Chief Information Officer
You’re viewing 5 of 18 executive team members. Get the full list »

Confie Holding Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Confie Holding Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Confie Holding Investments & Acquisitions (119)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Apollo Insurance Services 01-Sep-2023 0000000000 Insurance Brokers
Bluefire Insurance 12-Jun-2023 0000000000 Insurance Brokers 00000 000
Estrella Insurance 09-May-2023 0000000000 Insurance Brokers 00000 000
CoWest Insurance Group 03-Oct-2022 0000000000 Multi-line Insurance 00000 000
ASAP Insurance 15-Jul-2021 Merger/Acquisition Insurance Brokers 00000 000
You’re viewing 5 of 119 investments and acquisitions. Get the full list »

Confie Holding Subsidiaries (26)

Company Name Industry Location Founded
Freeway Insurance (Insurance Brokers) Insurance Brokers Homestead, FL 2009
Baja Auto Insurance Insurance Brokers Cypress, CA 0000
Bluefire Insurance Insurance Brokers Irving, TX 0000
Alamo Auto Insurance of East Texas Insurance Brokers Tyler, TX 0000
Insurance Associates Marketplace Agency Insurance Brokers Buffalo, NY 0000
You’re viewing 5 of 26 subsidiaries. Get the full list »

Confie Holding Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
Day & Read 09-Feb-2018 0000000000 Completed
  • 5 buyers
Harmony Insurance 03-Jan-2012 Buyout/LBO Completed
  • 2 buyers
To view Confie Holding’s complete exits history, request access »

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