Company profile: Fundamental Global
1.1 - Company Overview
Company description
- Provider of alternative asset management and related services, including reinsurance through FGReβs participation in global contracts and syndicates; merchant banking and SPAC co-sponsorship with strategic and regulatory support; asset management generating net investment income and managing third-party reinsurance capital; and entertainment venue products like projection screens and technical support.
Products and services
- Asset Management: Institutional-grade asset management produces net investment income and manages third-party reinsurance capital within alternative asset mandates, focusing on income generation and stewardship of externally sourced reinsurance capital
- FGRe: Licensed Cayman Islands insurance company participates in the global reinsurance market through various contracts and syndicates, engaging across diversified reinsurance arrangements and multi-party syndicate structures
- Merchant Banking and SPACs: Regulatory-compliant platform co-sponsors SPACs and merchant banking interests, delivering strategic and regulatory support for ownership and fees across SPAC transactions and related merchant banking activities
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Fundamental Global
instiHub
HQ: United Kingdom
Website
- Description: Provider of actionable management tools and unique data insights solutions for stakeholders of the asset management industry.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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Aegon
HQ: The Netherlands
Website
- Description: Provider of global insurance, pensions, retirement, and asset management services, including life, accident and health; property and casualty, home and car; annuities and savings products; individual investment accounts; retirement plan and stable value solutions; and retail and institutional investment management. Operates via Transamerica, UK workplace platforms, and a China life insurance joint venture.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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American Financial Systems
HQ: United States
Website
- Description: Provider of supplemental executive benefit plan solutions and services, offering full-service plan design, funding optimization, implementation, record keeping, client management, and funding administration. Leverages proprietary technologies and the experience of the AFS team to deliver high-quality services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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1347 Capital
HQ: United States
Website
- Description: Provider of subsidiary capabilities within Kingsway Financial Services, a holding company functioning as a merchant bank focused on long-term value creation. Utilized alongside 1347 Advisors LLC to pursue Kingswayβs initiatives involving stakes in insurance industry assets.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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Metis Ireland
HQ: Ireland
Website
- Description: Provider of a clear financial road map that can help visitors and their families reach their life goals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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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 Fundamental Global
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Buyer group 1: ββββββββ ββββββββ
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Key Products: ββββββββ, ββββββββ, ββββββββ, ββββββββ
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Buyer group 2: ββββββββ ββββββββ
ββ companies
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Key Products: ββββββββ, ββββββββ, ββββββββ, ββββββββ
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Buyer group 3: ββββββββ ββββββββ
ββ companies
Description: ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ
Key Products: ββββββββ, ββββββββ, ββββββββ, ββββββββ
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Fundamental Global
2.2 - Growth funds investing in similar companies to Fundamental Global
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4 - Top valuation comps for Fundamental Global
4.2 - Public trading comparable groups for Fundamental Global
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