Phelan Caswell Insurances Ltd.
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Phelan Caswell Insurances Ltd. - overview
Established
1998
Location
Dublin, -, Ireland
Primary Industry
Insurance
About
Founded in 1998 in Dublin, Ireland, Phelan Caswell Insurances Ltd. focuses on delivering insurance and financial planning services. The firm has maintained its core business model without major pivots and operates as an independent entity. The founder's history is not explicitly documented, and specific details about prior ventures are unavailable.
As of February 6, 2025, Phelan Caswell Insurances Ltd. was fully acquired by Clear Insurance Management Limited, enhancing the latter's service offerings in Ireland. Phelan Caswell Insurances Ltd (PCI) specializes in providing a comprehensive range of insurance and financial planning services designed to meet the diverse needs of businesses and individuals. Their core product offerings include various types of business insurance solutions such as property and business interruption insurance, cyber insurance, professional indemnity, directors and officers insurance, and event insurance.
Additionally, PCI offers financial planning services encompassing retirement planning, investment solutions, and personal protection plans. The company primarily serves clients across Ireland, focusing on sectors such as construction, hospitality, equine, and manufacturing. Their client base comprises small to medium-sized enterprises, large corporations, and individual clients seeking tailored insurance packages and expert financial advice. Phelan Caswell Insurances operates on a transaction structure that involves direct interactions with clients for the provision of insurance and financial planning services.
The firm generates revenue through commissions on insurance premiums, fees for financial planning consultations, and ongoing service agreements with businesses. Typical transactions occur when clients engage PCI to assess their insurance needs, leading to the creation of customized insurance policies or financial plans. The firm’s pricing structure varies by service type, with flagship offerings such as business insurance and retirement planning being key revenue generators.
Current Investors
Clear Insurance Management Limited
Primary Industry
Insurance
Sub Industries
Investment Banking, Claims Administration & Processing, Insurance Intermediaries
Website
www.pcinsurances.ie
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Phelan Caswell Insurances Ltd. - 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 | Phelan Caswell Insurances Ltd. | - |
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