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

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.

Subscribe to this Tiburon Research

Client Access

Tiburon CEO Summit Sponsors, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.