Confie Holding Overview

  • Founded

  • 2008

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 3,500

Employees
  • Latest Deal Type

  • Buyout/​LBO

  • Financing Rounds

  • 17

  • Investments

  • 115

Confie Holding General Information

Description

Provider of insurance brokerage services in the United States. The company is engaged in the distribution of insurance products 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
Multi-line Insurance
Parent Company
Alliant Insurance Services
Primary 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 in the United States. The company is engaged in the distribution of insurance p
Insurance Brokers
Huntington Beach, CA
3,500 As of 2021
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000000000 0000000
Arcadia, WI
000 As of 0000
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Valhalla, NY
0000 As of 0000
00.000
000000000 00.000
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Confie Holding Competitors (30)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Tricor Insurance Private Equity-Backed Arcadia, WI 000 0000000 0000
000 000000000 0000 Private Equity-Backed Valhalla, NY 0000 00.000 000000000 00.000
000000 00000 Private Equity-Backed Charlotte, NC 0000 00000 000000000 00000
000 000000000 0000 Private Equity-Backed Conshohocken, PA 0000 000.00 000000000000 000.00
00000 & 00000 0000 Corporation Daytona Beach, FL 00000 000000000000
You’re viewing 5 of 30 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 (115)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 00000000 15-Jul-2021 0000000000 Insurance Brokers 00000 000
0000000 00000 13-Jan-2021 0000000000 Insurance Brokers 00000 000
000000 000000 01-Aug-2019 0000000000 Insurance Brokers 00000 000
00000000 0000 10-Jul-2019 0000000000 Automotive Insurance 00000 000
Best Rate Insurance 15-May-2019 Buyout/LBO Multi-line Insurance 00000 000
You’re viewing 5 of 115 investments and acquisitions. Get the full list »

Confie Holding Subsidiaries (27)

Company Name Industry Location Founded
Trinity Insurance Insurance Brokers Homestead, FL 2009
0000 0000 00000000 Automotive Insurance Dallas, TX 0000
000 & 0000 Multi-line Insurance Little Falls, NY 0000
00000 0000 0000000 Automotive Insurance Tyler, TX 0000
00000 000000000 00 Multi-line Insurance Springfield, MA 0000
You’re viewing 5 of 27 subsidiaries. Get the full list »

Confie Holding Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 000000000 03-Jan-2012 0000000000 Completed
  • 2 buyers
To view Confie Holding’s complete exits history, request access »