The Equita Group
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The Equita Group - overview
Established
1986
Location
Richardson, TX, US
Primary Industry
Insurance
About
Based in Texas, US, and founded in 1986, The Equita Group, formally known as Equita Financial and Insurance Services, is a life and health insurance distributor. In October 2020, AmeriLife Group, LLC, a portfolio company of Thomas H. Lee Partners, Reservoir Capital Group, Black Diamond Capital Partners, and Cannae Holdings, Inc. , acquired The Equita Group.
As of 2023, the company’s president is Chase Urich. The Equita Group collaborates with 10,000 independent agents and various insurance providers like Equita Final Expense Services (EFES), Complete Senior Benefits, and Equita Holding Corporations to provide customers with various insurance services, such as life and health insurance. The company provides services like retirement and estate planning; Medicare, and annuity services through its distribution channels: independent contractors and direct-to-consumer.
Current Investors
AmeriLife Group, LLC
Primary Industry
Insurance
Sub Industries
Marketing/Advertising, Insurance Intermediaries
Website
www.theequitagroup.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
The Equita Group - 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 | The Equita Group | - |
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