IPS Advisors Overview

  • Founded
  • 1978
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

IPS Advisors General Information


Operator of an independent life and health benefits brokerage and consulting firm in Dallas, Texas. The company consults clients on corporate employee benefits, 401k retirement plans, executive benefits, actuarial services as well as consults on life insurance services for business succession planning, estate planning, family offices and high net worth individuals.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Consulting Services (B2B)
Primary Office
  • 10000 North Central Expressway
  • Suite 1100
  • Dallas, TX 75231
  • United States
+1 (214) 000-0000
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IPS Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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IPS Advisors Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Operator of an independent life and health benefits brokerage and consulting firm in Dallas, Texas. The company consults
Insurance Brokers
Dallas, TX


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Bethesda, MD
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IPS Advisors Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Employee Benefits Group Formerly PE-Backed Bethesda, MD 00 000000&0
0000000 000000000 Formerly PE-Backed Kansas City, MO 0000 000000 - 000
00000000000 000000 Corporate Backed or Acquired Santa Barbara, CA 00 000000000 -
000 000000000 0000 Private Equity-Backed Valhalla, NY 0000 00000 000000000 00000
000000000 Private Equity-Backed Louisville, KY 00 000000000000
You’re viewing 5 of 8 competitors. Get the full list »

IPS Advisors Executive Team (5)

Name Title Board Seat Contact Info
Randall Martell Co-Managing Partner
Rod Sager Co-Managing Partner
Brent Weegar Principal
Michelle Lewis Principal
To view IPS Advisors’s complete executive team members history, request access »