Five Star Institute
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Five Star Institute - overview
Location
Dallas, TX, US
Primary Industry
Financial Services
About
Five Star Institute is a key player in the U. S. residential mortgage and real estate sector, offering educational resources, membership services, and strategic events for industry professionals. Five Star Institute specializes in supporting the U.
S. residential mortgage and real estate market. Founded by Michael Ruiz, the company is headquartered in Dallas, US. In June 2018, Calidant Capital invested in Five Star Institute, supported by equity from Southfield Mezzanine Capital.
The company has engaged in one deal as of the most recent deal date. The Five Star Institute (FSI) primarily offers a comprehensive suite of services aimed at supporting the U. S. residential mortgage and real estate market.
Their core offerings include membership groups, educational services, publishing, and strategic events such as conferences. FSI serves a diverse clientele that encompasses industry stakeholders, including real estate professionals, mortgage companies, and policy advocates, fostering collaboration and knowledge sharing to promote homeownership across various geographical markets in the United States. Revenue generation for the Five Star Institute is primarily driven through membership subscriptions, event registrations, and sponsorship partnerships. Businesses within the mortgage and real estate sectors engage with FSI by purchasing memberships that provide access to exclusive content, educational resources, and networking opportunities at conferences and events.
These memberships typically involve annual fees that facilitate entry to events and educational programs, enhancing connections and collaboration among industry professionals. Five Star Institute plans to innovate by designing new products and launching them in the near future, while expanding its reach into new geographical markets. Specific regions targeted for expansion have not been disclosed, but the company aims to utilize funding from the June 2018 investment to support these initiatives. Funding from Calidant Capital, with undisclosed financial terms, alongside additional equity from Southfield Mezzanine Capital, will bolster these growth strategies.
Current Investors
Calidant Capital, Southfield Capital
Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.thefivestar.com
Verticals
EdTech
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
Five Star Institute - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Growth | Completed | Five Star Institute | - |
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