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Wholesale Trading Insurance Services

Wholesale Trading Insurance Services
2010 FOUNDED
PRIVATE STATUS
21-30 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
3 INVESTMENTS
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.

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

Wholesale Trading Insurance Services Valuation and Funding

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

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Wholesale Trading Insurance Services Competitors (10)

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 000.00 000000000000 000.00
00000000 00000000 Private Equity-Backed Tustin, CA 00 000000000000
0.0. 0000 Private Equity-Backed Dallas, TX 0000 000000000000 0000
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Wholesale Trading Insurance Services Investments (3)

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
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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
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Wholesale Trading Insurance Services Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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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