Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

InsurMark

InsurMark
1983 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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.

Ownership Status
Acquired/Merged
(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

InsurMark Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore InsurMark‘s full profile, request access.

Request full access to PitchBook

InsurMark Executive Team (2)

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