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
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Commercial Services
Other Industries
Other Insurance
Parent Company
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 Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Dickerson Insurance Services Private Equity-Backed Los Angeles, CA 000000000000
0000 000000000 Corporate Backed or Acquired Minneapolis, MN 000 000000&0
000000 Corporate Backed or Acquired Boston, MA 0000 000000&0

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

LISI Board Members (1)

Name Representing Role Since
000000 0000000 LISI Founder & Chairman 000 0000

LISI Acquisitions (2)

To view LISI‘s complete investment and acquisition history, request access »
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

LISI Subsidiaries (1)

Company Name Industry Location Founded
0000000 000000 000 Clinics/Outpatient Services Sacramento, CA 0000