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SWBC Mortgage Corporation

SWBC Mortgage Corporation
1976 FOUNDED
M&A STATUS
1K-5K EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
8 INVESTMENTS
Description

Provider of insurance, mortgage and investment services. The company's insurance, mortgage, and investment offers insurance and financial products for financial institutions, businesses, and individuals.

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Investment Banks
Other Industries
Thrifts and Mortgage Finance
Other Insurance
Acquirer
Randolph Brooks Insurance Agency
Primary Office
  • 9311 San Pedro
  • Suite 600
  • San Antonio, TX 78216
  • United States

SWBC Mortgage Corporation Valuation and Funding

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

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SWBC Mortgage Corporation Competitors (26)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
MONY Life Insurance Company Corporate Backed or Acquired Syracuse, NY 0000 000000&0
0000 000000 Corporate Backed or Acquired Charlotte, NC 000000&0
00000000000 000000 Private Equity-Backed Berwyn, PA 000000000000
0000 0. 0000000 & Corporate Backed or Acquired Houston, TX 000 000000&0
000 0000000000000 Private Equity-Backed Chicago, IL 00000 000.00 0000000 0000 000.00
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SWBC Mortgage Corporation Investments & Acquisitions (8)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 0000000 13-Aug-2019 000000000000000000 Accounting, Audit and Tax Services (B2B) 0000 00000
0000-0000 00000 00 20-Oct-2014 000000000000000000 Other Commercial Services 0000000 00000
0000000 000000000 20-Oct-2014 000000000000000000 Other Commercial Services 0000000 00000
000000000 00000000 01-Oct-2012 000000000000000000 Commercial/Professional Insurance 0000000 00000
National Insurance Protection 01-Oct-2012 Merger/Acquisition Multi-line Insurance
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SWBC Mortgage Corporation Subsidiaries (2)

Company Name Industry Location Founded
Equi-Trax Asset Solutions Other Commercial Services Santa Barbara, CA 2007
0000000000 0000000 Accounting, Audit and Tax Services (B2B) Boerne, TX
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SWBC Mortgage Corporation Executive Team (8)

Name Title Board
Seat
Contact
Info
Susan Stewart Chief Executive Officer
Gary Dudley Co-Founder & President
Mark Walker President
Gary Rivas President, SWBC Ad Valorem Tax Advisors
Charlie Amato Co-Founder & Chairman
You’re viewing 5 of 8 executives. Get the full list »

SWBC Mortgage Corporation Board Members (1)

Name Representing Role Since Contact
Info
0000000 00000 SWBC Mortgage Corporation Co-Founder & Chairman 000 0000