RMS Insurance Brokerage, LLC

Garden City, New York

Classification

Private

Financials

Revenue & Profit

Revenue

Valuation

Valuation

Ratios

Revenue / EBITDA
$123 MM
Valuation / Revenue
$123 MM
Valuation / Employees
$123 MM
EBITDA / Revenue
$123 MM
1-Year CAGR (Revenue)
03
3-Year CAGR (Revenue)
11
1-Year CAGR (Employees)
19
3-Year CAGR (Employees)
96

People

Employee Figures

Employees

Key Executives

NameTitleSocialsEmailPhone
John DoeEmployee
--
Jane DoeEmployee
John DoeEmployee
John DoeEmployee

401K

Total Active Participants
1234
No. Participants with Account Balances
56789
Total Liabilities Start of Year
1234
Total Assets Start of Year
56789

Deals

M&A2024-03-15Completed

Seller

Founders Group

Investor Sponsors

NorthBridge PE

Deal Amount

$120M

Target Company Valuation

$1.20 MM

Techniques

Acquisition of Assets, Taken Private

Stake Tags

100%

Is PE deal

Yes

Is deal PE backed

Yes

Total Acquired

100%

Secondary Transaction2023-09-01Canceled

Target

BrightHealth Technologies

Seller

Early Investors Consortium

Investor Sponsors

--

Deal Amount

Undisclosed

Target Company Valuation

NaN

Techniques

Secondary Sale, Management Buy-out (MBO)

Stake Tags

Majority

Is PE deal

No

Is deal PE backed

Yes

Total Acquired

65%

Funding

About

About

RMS Insurance Brokerage is an insurance brokerage firm specializing in providing insurance solutions to individuals, businesses, and organizations. RMS Insurance Brokerage offers personalized services and tailored coverage options to meet the unique needs and risk profiles of their clients. Product Breakdown: Property Insurance: RMS Insurance Brokerage offers property insurance coverage for residential and commercial properties. This includes protection against risks such as fire, theft, natural disasters, and vandalism, providing clients with financial safeguards for their valuable assets. Liability Insurance: The company provides liability insurance solutions to protect individuals and businesses against claims of bodily injury or property damage caused by their actions or products. This coverage helps mitigate the financial risks associated with legal liabilities and potential lawsuits. Business Insurance: RMS Insurance Brokerage offers a range of insurance products designed specifically for businesses. This includes commercial property insurance, general liability insurance, professional liability insurance, workers' compensation insurance, and business interruption insurance, among others. These solutions help businesses safeguard their operations, assets, and employees against unexpected events and losses. Personal Insurance: The company provides various personal insurance options to individuals and families. These include homeowners insurance, renters insurance, auto insurance, umbrella insurance, and personal liability insurance. These coverages offer financial protection and peace of mind in the face of personal risks and liabilities. Specialty Insurance: RMS Insurance Brokerage offers specialty insurance solutions tailored to specific industries or risks. This may include insurance for industries such as hospitality, healthcare, construction, technology, and more. They work closely with clients to understand their unique needs and provide customized coverage options. Risk Management Services: In addition to insurance coverage, RMS Insurance Brokerage provides risk management services to help clients identify, assess, and mitigate potential risks. This involves conducting risk assessments, developing risk management strategies, and implementing loss control measures to minimize exposure to risks and protect assets.

Keywords

Keywords

Classified

Private