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Trumark Insurance & Financial Services

Trumark Insurance & Financial Services
2000 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services to advisers and high net-worth clients. The company engages in designing and execution of client strategies for the accumulation, protection, and efficient transfer of wealth.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Asset Management
Primary Office
  • 6685 Owens Drive
  • Pleasanton, CA 94588
  • United States

+1 (925) 000-0000

Trumark Insurance & Financial Services Valuation and Funding

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

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Trumark Insurance & Financial Services Executive Team (7)

Name Title Board
Seat
Contact
Info
Thomas Bellig JD Principal
Timothy Bellig Principal
Nicki Garrett Case Manager
Jon Allen Vice President

3 Former Executives

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