Blue Ocean Financial Network Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Blue Ocean Financial Network General Information

Description

Operator of an agency focused on directly selling US, Hong Kong, and offshore domiciled life insurance and annuity products. The company's team has expertise in foreign national underwriting, impaired risk underwriting, and advanced life insurance planning using domestic and foreign entities as well as the arrangement of premium financing loans to finance large life insurance policies, thereby helping agents and advisors sell to global high-net-worth clients.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 851 Burlway Road
  • Suite 300
  • Burlingame, CA 94010
  • United States
+1 (650)
Primary Industry
Insurance Brokers
Corporate Office
  • 851 Burlway Road
  • Suite 300
  • Burlingame, CA 94010
  • United States
+1 (650)

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Blue Ocean Financial Network Valuation & Funding

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

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Blue Ocean Financial Network Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of an agency focused on directly selling US, Hong Kong, and offshore domiciled life insurance and annuity produ
Insurance Brokers
Burlingame, CA

Pasadena, CA
 

Lawndale, CA
 
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Blue Ocean Financial Network Competitors (20)

One of Blue Ocean Financial Network’s 20 competitors is Bolton & Company, a Private Equity-Backed company based in Pasadena, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Bolton & Company Private Equity-Backed Pasadena, CA
SeaTech Insurance Agency Corporate Backed or Acquired Lawndale, CA
Brown & Brown Corporation Daytona Beach, FL
USI Insurance Services Private Equity-Backed Valhalla, NY
AmWINS Private Equity-Backed Charlotte, NC
You’re viewing 5 of 20 competitors. Get the full list »

Blue Ocean Financial Network FAQs

  • Where is Blue Ocean Financial Network headquartered?

    Blue Ocean Financial Network is headquartered in Burlingame, CA.

  • What industry is Blue Ocean Financial Network in?

    Blue Ocean Financial Network’s primary industry is Insurance Brokers.

  • Is Blue Ocean Financial Network a private or public company?

    Blue Ocean Financial Network is a Private company.

  • What is Blue Ocean Financial Network’s current revenue?

    The current revenue for Blue Ocean Financial Network is .

  • Who are Blue Ocean Financial Network’s competitors?

    Bolton & Company, SeaTech Insurance Agency, Brown & Brown, USI Insurance Services, and AmWINS are some of the 20 competitors of Blue Ocean Financial Network.

  • When was Blue Ocean Financial Network acquired?

    Blue Ocean Financial Network was acquired on 05-May-2022.

  • Who acquired Blue Ocean Financial Network?

    Blue Ocean Financial Network was acquired by Simplicity Financial Marketing Holdings.

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