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IPS Advisors

IPS Advisors
1978 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
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

IPS Advisors Valuation and Funding

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

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IPS Advisors Competitors (5)

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 000000000000
000 00000000 Private Equity-Backed Vancouver, Canada 000000000000
000000000 Private Equity-Backed Louisville, KY 00 000000000000
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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

1 Former Executive

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