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Company profile: Smith Company

1.1 - Company Overview

Smith Company Logo

Smith Company

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of concierge-level insurance planning solutions for insurance professionals, financial planners, investment advisors, and high-net-worth clients. Offerings include advanced life insurance planning, wealth transfer and preservation, estate and business continuation planning, charitable giving and legacy strategies, valued advisor education, and a virtual insurance department.

Products and services

  • Advanced Life Insurance Planning: Architects advisor-integrated strategies for high-net-worth clients to manage life insurance policies effectively, backed by concierge-level, one-on-one support for insurance professionals and financial planners
  • Life Insurance Planning: Engineers estate-optimized strategies prioritizing wealth transfer and preservation for high-net-worth individuals, delivering personal, concierge-level guidance and coordinated support to investment advisors and insurance professionals
  • Wealth Transfer Planning: Constructs tax-efficiency-driven arrangements to minimize costs when passing wealth to heirs, with one-on-one support and valued advisor education tailored for financial planners and insurance professionals

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Smith Company

Harbour Pensions Logo

Harbour Pensions

HQ: Portugal Website
  • Description: Provider of international retirement scheme administration, offering the security of dealing with an experienced, well-respected Retirement Scheme Administrator, backed by a team with legal, financial, banking and pensions expertise.
  • 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 Harbour Pensions company profile →
Evolve Pensions Logo

Evolve Pensions

HQ: United Kingdom Website
  • Description: Provider of workplace pension services to pension schemes, employers, trustees, and consultants, offering support for pension schemes and their trustee boards.
  • 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 Evolve Pensions company profile →
Papaya Growth Opportunity Logo

Papaya Growth Opportunity

HQ: United States Website
  • Description: Provider of partnership agency services as Papaya Growth Opportunity Corp. I (NASDAQ: PPYAU).
  • 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 Papaya Growth Opportunity company profile →
First Derivative Logo

First Derivative

HQ: United Kingdom Website
  • Description: Provider of capital markets consulting addressing operational, data, and technology challenges in financial markets; KX Technology services incorporating the kdb+ time-series database for in-memory computing and streaming analytics; and application engineering, data engineering, data architecture, and modernisation & cloud services to update and migrate systems to cloud environments.
  • 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 First Derivative company profile →
First Affirmative Logo

First Affirmative

HQ: United States Website
  • Description: Provider of registered investment advisory services specializing in Sustainable, Responsible, Impact (SRI) investing, based in Colorado and serving clients through a nationwide network of investment professionals since 1988.
  • 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 First Affirmative 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 Smith Company

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Smith Company

2.2 - Growth funds investing in similar companies to Smith Company

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4 - Top valuation comps for Smith Company

4.2 - Public trading comparable groups for Smith Company

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4.3 - M&A Transactions similar to Smith Company

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Smith Company

What does Smith Company do?

Smith Company is a provider of concierge-level insurance planning solutions for insurance professionals, financial planners, investment advisors, and high-net-worth clients. Offerings include advanced life insurance planning, wealth transfer and preservation, estate and business continuation planning, charitable giving and legacy strategies, valued advisor education, and a virtual insurance department.

Who are Smith Company's competitors?

Smith Company's competitors and similar companies include Harbour Pensions, Evolve Pensions, Papaya Growth Opportunity, First Derivative, and First Affirmative.

Where is Smith Company headquartered?

Smith Company is headquartered in United States.

How many employees does Smith Company have?

Smith Company has 1,000 employees 🔒.

When was Smith Company founded?

Smith Company was founded in 2010 🔒.

What sector and industry vertical is Smith Company in?

Smith Company is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Smith Company

Who are the top strategic acquirers in Smith Company's sector and industry

Top strategic M&A buyers and acquirers in Smith Company's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Smith Company?

Top strategic M&A buyers groups and sectors for Smith Company include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Smith Company's sector and industry vertical

Which are the top PE firms investing in Smith Company's sector and industry vertical?

Top PE firms investing in Smith Company's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Smith Company's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Smith Company's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Smith Company's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Smith Company include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Smith Company's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Smith Company?

The key public trading comparables and valuation benchmarks for Smith Company include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Smith Company for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Smith Company with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Smith Company's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Smith Company with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Smith Company's' sector and industry vertical?

Access recent funding rounds and capital raises in Smith Company's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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