InsurMark Overview

  • Founded
  • 1983
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

InsurMark General Information


Operator of an advisor development organization (ADO). The company seeks to align the independent financial advisor with best-of-breed resources and services from a dedicated professional team, product partners, technology vendors, practice management leaders and business development systems enabling its advisor-clients to optimize the value of their business and attain the lifestyle they desire.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Insurance
Other Financial Services
Parent Company
Primary Office
  • 820 Gessner
  • Suite 970
  • Houston, TX 77024
  • United States
+1 (713) 000-0000
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InsurMark Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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InsurMark Executive Team (2)

Name Title Board Seat Contact Info
Steve Kerns Co-Founder, President & Chief Executive Officer
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