New York Life Insurance Company

New York, 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

New York Life Insurance Company is a provider of a wide range of insurance and financial solutions. With a rich history spanning over a century, the company has solidified its reputation as a reliable partner in safeguarding individuals, families, and businesses through a diverse portfolio of insurance products and services. Product/Service Line Breakdown: Life Insurance: New York Life is renowned for its life insurance offerings, providing a range of policies tailored to meet the diverse needs of individuals and families. These include term life, whole life, universal life, and variable universal life insurance options. These policies offer financial protection, legacy planning, and potential investment components. Annuities: The company offers various annuity products that provide individuals with retirement income solutions. Fixed, variable, and indexed annuities are designed to help individuals manage their retirement savings, create predictable income streams, and potentially benefit from market-linked returns. Long-Term Care Insurance: New York Life's long-term care insurance products address the financial challenges associated with extended medical care. These policies help individuals cover expenses related to nursing homes, assisted living facilities, and in-home care, easing the burden on families and preserving assets. Investment and Wealth Management: New York Life provides investment and wealth management services through its subsidiaries, offering investment solutions such as mutual funds, managed accounts, retirement planning, and estate planning services. These offerings aim to help clients grow and protect their wealth over time. Group Employee Benefits: The company offers group insurance products, including life, disability, and dental insurance, to businesses and organizations. These offerings help employers attract and retain talent while providing employees with valuable insurance coverage. Financial Planning and Consultation: New York Life's financial professionals offer personalized financial planning and consultation services. These professionals work closely with clients to assess their financial goals, create tailored strategies, and guide them toward achieving their short- and long-term objectives. Educational Resources: To empower clients and the public with financial knowledge, New York Life provides educational resources through seminars, webinars, articles, and tools. These resources cover topics such as retirement planning, investment strategies, and insurance fundamentals. Customer Service and Support: With a commitment to customer satisfaction, New York Life offers dedicated customer service and support to policyholders and clients. This includes assistance with policy inquiries, claims processing, and general inquiries related to insurance and financial products.

Keywords

Keywords

Classified

Private