LISI Overview

  • Founded
  • 1977
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 2

LISI General Information


Operator of a general advisory agency for insurance brokers. The company provides local area expertise, training, service, knowledge and valuable tools including quoting, underwriting, enrollment, broker marketing and sales support to insurance brokers, enabling its affiliated brokers to offer medical, dental, vision and specialty coverage for large and small employers from different insurance carriers.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Other Commercial Services
Other Industries
Other Insurance
Primary Office
  • 1600 West Hillsdale Boulevard
  • Suite 201
  • San Mateo, CA 94402
  • United States
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LISI Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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LISI Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Operator of a general advisory agency for insurance brokers. The company provides local area expertise, training, servic
Other Commercial Services
San Mateo, CA


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New York, NY
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Los Angeles, CA
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LISI Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Softheon Accelerator/Incubator Backed New York, NY 000 00000 000000000000 00000
000000000 00000000 Private Equity-Backed Los Angeles, CA 000000000000
0000 000000000 Corporate Backed or Acquired Minneapolis, MN 000 000000&0
You’re viewing 3 of 3 competitors. Get the full list »

LISI Executive Team (3)

Name Title Board Seat Contact Info
Becky Patel Chief Executive Officer & President
Jeff Grocky Director of Marketing
Philip Lebherz Founder & Chairman
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LISI Board Members (1)

Name Representing Role Since
000000 0000000 LISI Founder & Chairman 000 0000
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LISI Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 000000 000 20-Sep-2018 000000000000000000 Clinics/Outpatient Services 0000 000000
Cenco Benefits Insurance Marketing (group medical insurance operations) 29-Jun-2007 Merger/Acquisition Life and Health Insurance 000000 0000000
To view LISI’s complete acquisitions history, request access »

LISI Subsidiaries (1)

Company Name Industry Location Founded
0000000 000000 000 Clinics/Outpatient Services Sacramento, CA 0000
To view LISI’s complete subsidiaries history, request access »