Company profile: Studemont Group
1.1 - Company Overview
Company description
- Provider of investment advisory services offering wealth preservation and estate planning for business owners and high net worth families using life insurance and annuities; strategies for tax-free distributions; and life insurance products including Whole Life, Indexed Universal Life, and Buffered Variable Life. Advisory services provided by 212 Advisory Group, LLC d/b/a Studemont Group Advisory.
Products and services
- Wealth Preservation Solutions: Custom-engineered strategies leveraging life insurance and annuities to protect and manage wealth for business owners and high net worth families through individualized planning
- Life Insurance Products: Multi-product Whole Life, Indexed Universal Life, and Buffered Variable Life offerings that produce financial protection and growth opportunities
- Tax-Free Distributions: Structured strategies that architect distributions without tax implications, ensuring financial security for clients
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Studemont Group
Travel Guard
HQ: United States
Website
- Description: Provider of travel insurance and global assistance for leisure and corporate travelers, offering customizable plans covering medical expenses, trip cancellation, baggage, and 24/7 emergency services. Specialized plans include family coverage with car rental and pet bundles, backpacking with adventure sports add-ons, LGBTQ+ traveler coverage, and a pre-existing medical condition waiver when purchased shortly after initial trip deposit.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Symetra
HQ: United States
Website
- Description: Provider of retirement solutions to help individuals and organizations manage and grow their retirement savings; employee benefits including health, dental, and vision insurance; group life insurance; and disability insurance, offered through independent financial advisors, brokers, and agents.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Symetra company profile →
Unipol Gruppo
HQ: Italy
Website
- Description: Provider of insurance and banking services in Italy as the holding company of the Unipol Group, the second-largest insurance group in the Italian market and first in Non-Life, among the top ten in Europe, with consolidated direct insurance income of over €13bn as of 30 September 2014 (€6.4bn Non-Life; €6.8bn Life).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Unipol Gruppo company profile →
Martin Financial
HQ: United States
Website
- Description: Provider of financial services, offering insurance, college funding, and investment advisory services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full Martin Financial company profile →
Howick Mutual Insurance
HQ: Canada
Website
- Description: Provider of residential, commercial, farm, and automobile insurance services as a risk management company.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Howick Mutual Insurance company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Studemont Group
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Studemont Group
2.2 - Growth funds investing in similar companies to Studemont Group
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4 - Top valuation comps for Studemont Group
4.2 - Public trading comparable groups for Studemont Group
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