Socius Insurance Services Overview
- Year Founded
-
1997

- Status
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Acquired/Merged
- Employees
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105

- Latest Deal Type
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M&A
- Financing Rounds
-
3
- Investments
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1
Socius Insurance Services General Information
Description
Provider of insurance brokerage services intended for businesses. The company specializes in directors and officers insurance, errors and omissions insurance, employment practices liability insurance, cyber, property and casualty as well as umbrella coverages, thereby working in partnership with various firms to fulfill the needs of its client's insurance needs.
Contact Information
Website
sociusinsurance.com(Operating Subsidiary)
Corporate Office
- 99 Osgood Place
- Suite 200
- San Francisco, CA 94133
- United States
Corporate Office
- 99 Osgood Place
- Suite 200
- San Francisco, CA 94133
- United States
Socius Insurance Services Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Socius Insurance Services Comparisons
Industry
Financing
Details
Socius Insurance Services Competitors (7)
One of Socius Insurance Services’s 7 competitors is The O'leary Company, a Corporation company based in Jacksonville, FL.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
The O'leary Company | Corporation | Jacksonville, FL | ||||
Xs Brokers Insurance Agency Inc | Corporation | High Point, NC | ||||
CRC Group | Corporate Backed or Acquired | Birmingham, AL | ||||
AmWINS | Private Equity-Backed | Charlotte, NC | ||||
Brightway Insurance | Private Equity-Backed | Jacksonville, FL |
Socius Insurance Services Signals
Socius Insurance Services Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
Socius Insurance Services Investments (1)
Socius Insurance Services’s most recent deal was a Buyout/LBO with Kelly Underwriting Services. The deal was made on 18-Jan-2023.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Kelly Underwriting Services | 18-Jan-2023 | Buyout/LBO | Insurance Brokers |
Socius Insurance Services Affiliates
Subsidiaries (1)
Name | Industry | Location | Year Founded |
---|---|---|---|
Kelly Underwriting Services | Farmingdale, NY | 2012 |
Socius Insurance Services FAQs
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When was Socius Insurance Services founded?
Socius Insurance Services was founded in 1997.
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Where is Socius Insurance Services headquartered?
Socius Insurance Services is headquartered in San Francisco, CA.
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What is the size of Socius Insurance Services?
Socius Insurance Services has 105 total employees.
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What industry is Socius Insurance Services in?
Socius Insurance Services’s primary industry is Insurance Brokers.
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Is Socius Insurance Services a private or public company?
Socius Insurance Services is a Private company.
-
What is the current valuation of Socius Insurance Services?
The current valuation of Socius Insurance Services is
. -
What is Socius Insurance Services’s current revenue?
The current revenue for Socius Insurance Services is
. -
How much funding has Socius Insurance Services raised over time?
Socius Insurance Services has raised $6.57M.
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Who are Socius Insurance Services’s investors?
Abry Partners has invested in Socius Insurance Services.
-
Who are Socius Insurance Services’s competitors?
The O'leary Company, Xs Brokers Insurance Agency Inc, CRC Group, AmWINS, and Brightway Insurance are some of the 7 competitors of Socius Insurance Services.
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When was Socius Insurance Services acquired?
Socius Insurance Services was acquired on 03-Jul-2023.
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Who acquired Socius Insurance Services?
Socius Insurance Services was acquired by RT Specialty.
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