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Sammons Financial

8300 Mills Civic Parkway, West Des Moines, IA, 50266, United States

Overview

Insurance holding company offering financial and retirement products.

Founded

1938

Deals ยท 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series B
Series C
Series D

Geographic focus

United States

Sector focus

Finance
Financial Services
Retirement

Investment portfolio

4rounds
NAMEDATESIZE
Bestow
May 2025Participated
$170 MSeries D
Ruby Reinsurance
Nov 2024Participated
$480 MOther Equity
Bestow
Dec 2020Participated
$70 MSeries C
Bestow
Apr 2020Participated
$50 MSeries B
Bestow
May 2025Participated
$170 MSeries D
Ruby Reinsurance
Nov 2024Participated
$480 MOther Equity
Bestow
Dec 2020Participated
$70 MSeries C
Bestow
Apr 2020Participated
$50 MSeries B
4
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Insights

Time horizon

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Deal Distribution

Sammons Financial: 4 funding rounds are recorded in the selected participation categories.All available history.
Sammons Financial: 4 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Series C+02
Other Equity01

Monthly Deal Activity

Sammons Financial: 4 deals are recorded across 79 months.All available history.
Sammons Financial: 4 deals are recorded across 79 months. All available history
MonthDeals
Apr '201
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '201
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '241
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '251
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Sammons Financial: Fintech is the largest displayed sector by deal count (4 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Sammons Financial: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Developer Tools3

Deal Size Distribution

Sammons Financial: 4 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Sammons Financial: 4 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M2
$100M-$250M1
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Sammons Financial: United States has the largest recorded deal count among the displayed regions (4 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Sammons Financial: United States has the largest recorded deal count among the displayed regions (4 deals). All available history
RegionDeals
United States4
Sammons Financial: 13 co-investors are shown, with Core Innovation Capital sharing 3 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Sammons Financial: 13 co-investors are shown, with Core Innovation Capital sharing 3 recorded deals. All available history
Co-investorShared deals
Core Innovation Capital3
Morpheus Ventures3
New Enterprise Associates3
Valar Ventures3
Breyer Capital2
AllianceBernstein1
Enstar Group1
EnTrust Global1
Goldman Sachs1
Golub Capital1
Hudson Structured Capital Management1
Smith Point Capital1
TriplePoint Capital1

Investment Strategy

Sammons Financial: Led accounts for 0% and participating for 100% of round participation.All available history.
Sammons Financial: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating4100%
Sammons Financial: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Sammons Financial: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Carmen Walter

Vice President, Corporate Markets

Esfand Dinshaw

Chairman & Chief Executive Officer

John Melvin

SVP & Chief Investment Officer

Philip Eichelberger

Vendor