Sierra Financial Holdings - M&A Summary and Business Overview

Financial ServicesCompany

Sierra Financial Holdings M&A Summary

Sierra Financial Holdings has acquired 1 company, including 1 in the last 5 years.

Sierra Financial Holdings has acquired in 1 US state. The Company’s most targeted sectors include insurance (100%).

Sierra Financial Holdings Business Overview

Where is Sierra Financial Holdings headquartered?

Sierra Financial Holdings is headquartered in Houston, Texas.

What sector is Sierra Financial Holdings in?

Sierra Financial Holdings is a financial services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Sierra Financial Holdings

Sierra Financial Holdings LLC

4550 Post Oak Place Dr, Suite 244,
Houston, Texas 77027
United States,
www.sierrafinancialholdings.com

Sierra Financial Holdings is a privately held company specializing in financial services, including insurance and mortgage banking. Sierra Financial Holdings focuses on serving the Latino market with a range of products, such as life insurance and residential mortgage solutions. Sierra Financial Holdings is based in Houston, Texas.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1
+1000.20.40.60.81-0.4-0.21.21.40

Most Recent M&A

Company Date Value Type
Preferred Security Life Insurance Co. 2025-03-19 - Add-on Acquisition
Colorado Springs, Colorado
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Colorado 1 - - -
Total 1 - - -

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