PSA Insurance & Financial Services Overview

  • Founded
  • 1928
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 2
  • Investments
  • 6

PSA Insurance & Financial Services General Information

Description

Provider of insurance brokerage and risk management services. The company's insurance brokerage and risk management services include investment consulting, pension plans, benefits brokerage, employee advocacy, property insurance, workers compensation, alternative risk placement, automobile insurance, personal insurance, wealth management and other related services, enabling the clients and businesses to get tailored services to meet financial service needs.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Acquirer
MEDEX Insurance Services
Primary Office
  • 11311 McCormick Road
  • Suite 500
  • Hunt Valley, MD 21031
  • United States
+1 (410) 000-0000
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PSA Insurance & Financial Services Valuation & Funding

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

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PSA Insurance & Financial Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of insurance brokerage and risk management services. The company's insurance brokerage and risk management serv
Insurance Brokers
Hunt Valley, MD
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Chicago, IL
00000 As of 0000
00.000
000000000 00.000

0000 000

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000000000 0000000
Minneapolis, MN
000 As of 0000
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PSA Insurance & Financial Services Competitors (28)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Hub International Private Equity-Backed Chicago, IL 00000 00.000 000000000 00.000
0000 000000000 Corporate Backed or Acquired Minneapolis, MN 000 000000&0
00000 & 0000000000 Corporate Backed or Acquired Port Washington, WI 000 000.00 000000000000 000.00
0000 00000000 Corporation Warrington, PA 00 000000000 -
000000 00000 & 000 Corporation Bellevue, WA 000 000000000 -
You’re viewing 5 of 28 competitors. Get the full list »

PSA Insurance & Financial Services Executive Team (8)

Name Title Board Seat Contact Info
Trevor Lewis Jr. Chief Executive Officer
Ray Sweet Chief Financial Officer, Chief Operating Officer & Executive Vice President
Justin Hoffman Senior Vice President, Business Development & Chief Marketing Officer
Craig Routson JD Senior Vice President & Team Leader, PSA Risk Solutions Group
Kenneth Huber Senior Vice President, Employee Benefits Group
You’re viewing 5 of 8 executive team members. Get the full list »

PSA Insurance & Financial Services Acquisitions (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0.0. 0000 & 000000 01-Apr-2020 000000000000000000 Multi-line Insurance 00000 00000000
00000000000 000000 17-Oct-2016 000000000000000000 Consulting Services (B2B) 0000000 00000
000000000000 15-Apr-2014 000000000000000000 Consulting Services (B2B)
000 0000000000 000 03-Apr-2014 000000000000000000 Other Commercial Services
Edgewood Partners Insurance Center (Baltimore Operations) 09-Jan-2012 Merger/Acquisition Insurance Brokers
You’re viewing 5 of 6 acquisitions. Get the full list »

PSA Insurance & Financial Services Subsidiaries (2)

Company Name Industry Location Founded
NextLogical Benefit Strategies Consulting Services (B2B) Westminster, MD 2000
0.0. 0000 & 000000 Multi-line Insurance Baltimore, MD 0000
To view PSA Insurance & Financial Services’s complete subsidiaries history, request access »

PSA Insurance & Financial Services Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000000 15-Apr-2014 000000000000000000 Completed
  • 000 000000000 & 00
To view PSA Insurance & Financial Services’s complete exits history, request access »