Company profile: Security National Financial
1.1 - Company Overview
Company description
- Provider of life insurance, funeral and cemetery services, and mortgage lending through three segments. Security National Life Insurance Company offers end-of-life insurance products and services; Memorial Mortuaries & Cemeteries provides funeral and cemetery services through multiple brands and locations; Security National Mortgage Company is a full-service lender offering a variety of loan products and competitive interest rates.
Products and services
- Funeral Service: Memorial Mortuaries & Cemeteries delivers funeral and cemetery services through multiple brands and locations, featuring multi-location operations
- Life Insurance: Security National Life Insurance Company offers end-of-life insurance products and services, with end-of-life-focused offerings
- Mortgage Loans: Security National Mortgage Company is a full-service lender delivering a variety of loan products and competitive interest rates
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Security National Financial
Tiptree
HQ: United States
Website
- Description: Provider of specialty insurance products and related services through its principal operating subsidiary, combining insurance operations with investment management expertise and investing via Tiptree Capital across a broad spectrum of opportunities.
- 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 Tiptree company profile →
Lincoln Benefit Life
HQ: United States
Website
- Description: Provider of life insurance and annuity solutions, focusing on servicing existing policies and contracts. Manages variable life products, including fund changes and closures, and engages in reinsurance transactions, such as assuming fixed annuity reserves.
- 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 Lincoln Benefit Life company profile →
Dental Systems
HQ: United States
Website
- Description: Provider of insurance verification services for dental practices; online dental continuing education and training via IAPlus Academy; and front office assistance including recall, appointment scheduling, payment posting, write-off adjustments, claims submission, report tracking, and aging claim follow-up. Also offers employer plans and affordable care.
- 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 Dental Systems company profile →
Universal Insurance
HQ: United States
Website
- Description: Provider of personal residential insurance for homeowners, renters/tenants, and condo unit owners, with related coverages and limited commercial and residential multi-peril insurance. Through subsidiaries, offers claims management (Alder Adjusting), risk management advisory (Evolution Risk Advisors), and reinsurance placement (Blue Atlantic Reinsurance Corporation), distributed via 9,000+ agents and online channels including Clovered.
- 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 Universal Insurance company profile →
WeGroup
HQ: Switzerland
Website
- Description: Provider of financial consulting services for individuals and businesses in the insurance industry.
- 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 WeGroup 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 Security National Financial
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Security National Financial
2.2 - Growth funds investing in similar companies to Security National Financial
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4 - Top valuation comps for Security National Financial
4.2 - Public trading comparable groups for Security National Financial
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