Felix Morgan Overview
Felix Morgan General Information
Biography
Mr. Felix Morgan serves as Chief Executive Officer, previously served as Chief Operating Officer, Chief Financial Officer, and Board Member at PCF Insurance Services of the West. he served as Chief Executive Officer at PCF Insurance. He served as Chief Financial Officer at Peter C. Foy & Associates. He served as Chief Financial Officer at Verscend Technologies. He is a seasoned healthcare executive who will provide fiduciary, compliance, and planning oversight for the company. Morgan has more than 20 years of financial and operational leadership experience, including mergers and acquisitions and international operations, with the last 12 years focused on the healthcare technology and services sector. He joined Verscend from Aetna, where he was Chief Financial Officer for the insurance company's population health solutions; this encompassed commercial-facing technology solutions such as health information exchanges, analytics, and health outcomes. He has also held senior roles at Henry Schein and Ancestry.com.
Contact Information
Address
- 2500 West Executive Parkway
- Suite 200
- Lehi, UT 84043
- United States
Felix Morgan Positions (1)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| Trucordia | Company | Chief Executive Officer & Board Member | Lehi, UT | Insurance Brokers |
Felix Morgan Board Seats (1)
| Company | Industry | Ownership Status | Financing Status | Location | Since |
|---|---|---|---|---|---|
| Trucordia | Insurance Brokers | Privately Held (backing) | Private Equity-Backed | Lehi, UT |
Felix Morgan Lead Partner on Deals (4)
Felix Morgan has been the lead partner on 4 deals. Their latest deal was with The DeLuca Agency and Denver Insurance Brokerage, a insurance brokers company. The deal was made on 20-Nov-2024.
| Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
|---|---|---|---|---|---|---|
| The DeLuca Agency and Denver Insurance Brokerage | 20-Nov-2024 | Buyout/LBO | Completed | Insurance Brokers | Greenwood Village, CO | |
| Asset Insurance Agency | 01-Aug-2024 | Completed | Insurance Brokers | Peabody, MA | ||
| Kentucky Health Solutions | 01-Aug-2024 | Buyout/LBO | Completed | Life and Health Insurance | Lexington, KY | |
| DLD Insurance | 12-Jul-2024 | Buyout/LBO | Completed | Insurance Brokers | Irvine, CA |
Felix Morgan Network (10)
Board Members (5)
| Name | Company | Representing | Location | From |
|---|---|---|---|---|
| Rich Lawson | Trucordia | Self | Lehi, UT | |
| Peter Foy | Trucordia | Trucordia | Lehi, UT | |
| Trucordia | HGGC | Lehi, UT | ||
| Trucordia | Blue Owl Capital BDC | Lehi, UT |
Portfolio Executives (5)
| Name | Company | Role | Deal date | Location |
|---|---|---|---|---|
| Erik Muschette | Asset Insurance Agency | Founder & President | 01-Aug-2024 | Peabody, MA |
| Pete Alberti | Kentucky Health Solutions | Founder & Managing Partner | 01-Aug-2024 | Lexington, KY |
| DLD Insurance | Chief Operating Officer, Vice President & Director of Fixed Assets - Real Estate Division | 12-Jul-2024 | Irvine, CA | |
| DLD Insurance | Founder, President, Chairman & Chief Executive Officer | 12-Jul-2024 | Irvine, CA |
Felix Morgan FAQs
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Who is Felix Morgan?
Mr. Felix Morgan serves as Chief Executive Officer, previously served as Chief Operating Officer, Chief Financial Officer, and Board Member at PCF Insurance Services of the West.
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How much does Felix Morgan typically invest?
Felix Morgan's median deal size is .
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What is Felix Morgan’s main position?
Felix Morgan’s primary position is Chief Executive Officer & Board Member.
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What are the contact details for Felix Morgan?
Felix Morgan’s email address is fe and his phone number is +1 (801) .
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How many active board seats does Felix Morgan hold?
Felix Morgan holds a board seat in Trucordia.
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