Life Policy Pros, Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Life Policy Pros, Inc. - overview
Established
2018
Location
Princeton, NJ, US
Primary Industry
Business Support Services
About
Founded in 2018 by its President, Michael P. Kelly, and based in New Jersey, the US, Life Policy Pros, Inc. , operates as a business support service provider that partners with insurance advisors and planners. In July 2022, Simplicity Financial Marketing Holdings, Inc.
, a portfolio company of Lee Equity Partners, acquired Life Policy Pros, Inc. The company offers various support services to advisors that include developing objectives, developing marketing plans, and many more. The company also connects clients with advisors for comprehensive planning and other advisory services. Following the July 2022 acquisition, the company plans to accelerate its growth and expand its service offerings.
Current Investors
Simplicity Financial Marketing Holdings Inc.
Primary Industry
Business Support Services
Sub Industries
Consulting Services, Marketing/Advertising, Personal Insurance, Life Insurance
Website
www.lifepolicypros.org
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Life Policy Pros, Inc. - 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Life Policy Pros, Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.