Lion Street:
A Life Insurance Producers Group

Recently Released!!!
Date Published: March 11, 2021
Summary PowerPoint Deck: 55 Slides
Reference PowerPoint Deck: 132 Slides

Lion Street was founded as Partners NewCo by Bob Carter in 2010. The company is based in Austin, TX. Lion Street has 134 employees, 700 producers, & $11.0 million earnings before interest, taxes, depreciation, & amortization (EBITDA). Lion Street is led by its CEO Bob Carter. Lion Street is privately owned. Its web site can be found at www.LionStreet.com

This research addresses the key historical phases of Lion Street, including:
  • Partners NewCo Phase
  • Capital Raising Phase
  • Awards Phase
Its profile includes the key statistics of the company, including its number of employees, producers, & earnings before interest, taxes, depreciation, & amortization (EBITDA).

Its profile includes detailed outlines of its core businesses, including:
  • Lion Street Independent
  • Wealth Management Platform
    • Lion Street Financial
    • Lion Street Advisors
  • Corporate & Business Solutions
  • Private Client Group

And its profile concludes with the highlights of its organizational structure & ownership.



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