Wholesale Trading Insurance Services

Wholesale Trading Insurance Services Overview

Founded 2010
Founded
Status Private
Employees 22
Employees
Latest Deal Type Buyout/​LBO
Financing Rounds 1
Investments 3

Wholesale Trading Insurance Services General Information

Description

Operator of a wholesale insurance broker. The company offers casualty, financial, property, program and binding authority services to insurance wholesaler, retailers and insurance carriers.

Contact Information

Website
Formerly Known As
Wholesale Trading Co-Op Insurance Services
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Multi-line Insurance
Primary Office
  • 135 Main Street
  • Suite 1875
  • San Francisco, CA 94105
  • United States
+1 (855) 000-0000
Want detailed data on 2M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Wholesale Trading Insurance Services Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Wholesale Trading Insurance Services‘s full profile, request access.

Request a free trial

Wholesale Trading Insurance Services Competitors (12)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Amount
McCloskey Surplus and Excess Corporate Backed or Acquired Ridgefield Park, NJ 00 000000&0
0000 0000000 00000 Corporate Backed or Acquired San Diego, CA 0 000000&0
000000 00000 Private Equity-Backed Charlotte, NC 0000 00000 0000000 0000 00000
00000000 00000000 Private Equity-Backed Tustin, CA 00 000000000000
0000000 Corporate Backed or Acquired Little Rock, AR 000000&0

Wholesale Trading Insurance Services Executive Team (3)

Name Title Board Seat Contact Info
Kristopher Bauer President & Founder
Sean Burke Director, Finance
John Jennings President & Chief Executive Officer

Wholesale Trading Insurance Services Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Wholesale Trading Insurance Services‘s full profile, request access.

Request a free trial

Wholesale Trading Insurance Services Investments (3)

To view Wholesale Trading Insurance Services‘s complete investment and acquisition history, request access >>
Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 00000 07-Dec-2016 0000000000 Brokerage 0000 00000000
0.0. 00000 19-Sep-2016 0000000000 Insurance Brokers 0000 00000000
Trivedi-Capacity Associates 21-Apr-2016 Buyout/LBO Consulting Services (B2B) 0000 00000000

Wholesale Trading Insurance Services Subsidiaries (2)

Company Name Industry Location Founded
Trivedi-Capacity Associates Consulting Services (B2B) Mahwah, NJ 2004
0.0. 00000 Insurance Brokers Springfield, MO 0000