Cowell Insurance Services, Inc.

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Cowell Insurance Services, Inc. - overview

Established

2009

Location

Overland Park, KS, US

Primary Industry

Insurance

About

Cowell Insurance Services, Inc. is a US-based insurance firm specializing in comprehensive property and casualty insurance solutions designed to protect the assets of high-net-worth individuals and families. Founded in 2009 by Lance Cowell and headquartered in Overland Park, US, Cowell Insurance Services, Inc. offers tailored insurance solutions.


The company has executed a total of 1 deal, with its most recent transaction occurring on March 4, 2026. The firm was acquired by Mariner Wealth Advisors, LLC, expanding its service offerings to include property and casualty insurance capabilities. Cowell Insurance Services, Inc. provides a comprehensive suite of personal property and casualty insurance solutions, including home, auto, umbrella, and specialty insurance policies.


Their offerings are tailored to align with clients' financial strategies, ensuring adequate coverage for high-net-worth individuals and families across the United States. The company generates revenue through the sale of insurance products offered via Cowell Insurance Services, an affiliated licensed agency. Business transactions involve direct engagement with clients to assess insurance needs and select appropriate coverage options, including high-limit liability and tailored policies for valuable assets. Compensation for advisory professionals is linked to insurance product sales, integrating their services with clients' financial management efforts.


Looking ahead, Cowell Insurance Services, Inc. aims to leverage the recent acquisition by Mariner Wealth Advisors, LLC on March 4, 2026, to enhance its service offerings by integrating property and casualty insurance capabilities. This strategic move is expected to allow the company to provide more comprehensive risk advisory solutions to clients. The funds from this acquisition will support the development of new insurance products and expand the company’s reach into new markets as part of its growth strategy.


Current Investors

Mariner Wealth Advisors, LLC

Primary Industry

Insurance

Sub Industries

Claims Administration & Processing, Commercial Insurance, Personal Insurance

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Cowell Insurance Services, Inc. - 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-onCompletedCowell Insurance Services, Inc.-

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