Coe Agency, LLC

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Coe Agency, LLC - overview

Established

2000

Location

Rio Rancho, NM, US

Primary Industry

Insurance

About

Based in New Mexico, US, and founded in 2000, co-owned by Brad Coe and Amanda Coe, Coe Agency, LLC operates as a provider of insurance brokerage coverage and risk management services. In December 2024, Inszone Insurance Services, Inc. , a portfolio company of Lightyear Capital and BHMS Investments, acquired Coe Agency, LLC. Coe Agency, LLC specializes in providing business and individual insurance solutions.


The agency operates as an independent entity, serving clients across New Mexico, Arizona, and Texas. The company’s offerings include insurance services for both personal and commercial sectors, designed to serve various insurance demands such as auto, home, health, and liability coverage. As of 2024, the firm’s Coe Agency, LLC targets individual consumers and small to medium-sized businesses looking for committed insurance partners.


Current Investors

Inszone Insurance Services, Inc.

Primary Industry

Insurance

Sub Industries

Health Insurance, Insurance Intermediaries, Personal Insurance, Commercial Insurance, Life Insurance

Website

www.coeagencyllc.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Coe Agency, LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedCoe Agency, LLC-

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