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Lockton company logo
Corporation
FINANCE | Insurance
lockton.com

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Investments

1

Portfolio Exits

2

Partners & Customers

10

About Lockton

Lockton is a privately held insurance broker that provides clients with risk management, insurance, and employee benefits consulting services that aim to improve their businesses.

Lockton Headquarter Location

444 West 47th Street Suite 900

Kansas City, Missouri, 64112,

United States

+1 816 960 9000

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Lockton Web Traffic

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Page Views per Million (PVPM)
Reach per Million (RPM)
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Lockton Rank

Research containing Lockton

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CB Insights Intelligence Analysts have mentioned Lockton in 1 CB Insights research brief, most recently on Sep 25, 2019.

Latest Lockton News

Lockton Investments

1 Investments

Lockton has made 1 investments. Their latest investment was in Bold Penguin as part of their Series B on September 9, 2019.

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Lockton Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/23/2019

Series B

Bold Penguin

$32M

Yes

4

Date

9/23/2019

Round

Series B

Company

Bold Penguin

Amount

$32M

New?

Yes

Co-Investors

Sources

4

Lockton Portfolio Exits

2 Portfolio Exits

Lockton has 2 portfolio exits. Their latest portfolio exit was Lockton - US Retirement on November 11, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/11/2021

Divestiture

Lockton - US Retirement

$99M

2

1/14/2021

Acquired

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$99M

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10

Date

11/11/2021

1/14/2021

Exit

Divestiture

Acquired

Companies

Lockton - US Retirement

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Valuation

$99M

$99M

Acquirer

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Sources

2

10

Lockton Acquisitions

10 Acquisitions

Lockton acquired 10 companies. Their latest acquisition was Burke Pensions & Financial Services on July 05, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/5/2022

$99M

Acquired

1

2/10/2022

$99M

Acquired

1

2/10/2022

$99M

Acquired

1

10/7/2021

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$99M

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10

1/29/2020

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$99M

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10

Date

7/5/2022

2/10/2022

2/10/2022

10/7/2021

1/29/2020

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

Acquired

Acquired

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Sources

1

1

1

10

10

Lockton Partners & Customers

10 Partners and customers

Lockton has 10 strategic partners and customers. Lockton recently partnered with Creative Planning on November 11, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

11/3/2021

Partner

United States

Lockton and Creative Planning announce agreement to join forces creating a market leading retirement practice

In the spirit of partnership and shared vision , Lockton will take an equity position in Creative Planning to underscore the firms ' mutual commitment and forge an aligned , tangible and differentiated partnership .

1

8/19/2021

Vendor

United States

Comptroller: City was unprepared for Covid

The partnership will provide Lockton 's employer clients with access to Ciba 's personalized program for diabetes treatment and symptom management , which involves wearable monitors , one-on-one coaching and custom dietary plans .

1

8/17/2021

Partner

United States

8/17/2021

Partner

United States

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10

8/11/2021

Partner

Bermuda

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10

Date

11/3/2021

8/19/2021

8/17/2021

8/17/2021

8/11/2021

Type

Partner

Vendor

Partner

Partner

Partner

Business Partner

Country

United States

United States

United States

United States

Bermuda

News Snippet

Lockton and Creative Planning announce agreement to join forces creating a market leading retirement practice

In the spirit of partnership and shared vision , Lockton will take an equity position in Creative Planning to underscore the firms ' mutual commitment and forge an aligned , tangible and differentiated partnership .

Comptroller: City was unprepared for Covid

The partnership will provide Lockton 's employer clients with access to Ciba 's personalized program for diabetes treatment and symptom management , which involves wearable monitors , one-on-one coaching and custom dietary plans .

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Sources

1

1

10

10

Lockton Team

284 Team Members

Lockton has 284 team members, including current Founder, Chief Operating Officer, Executive Vice President, Tim Meacham.

Name

Work History

Title

Status

Tim Meacham

Founder, Chief Operating Officer, Executive Vice President

Current

Peter Clune

Zurich Brasil Seguros

Chief Executive Officer

Current

Doug Hutcherson

Chief Executive Officer

Current

Peter Jackson

Osborne Clarke, Bupa, RSA Group, Aon, KPMG, and Mars

Chief Executive Officer

Current

John Lumelleau

Chief Executive Officer, President

Current

Name

Tim Meacham

Peter Clune

Doug Hutcherson

Peter Jackson

John Lumelleau

Work History

Zurich Brasil Seguros

Osborne Clarke, Bupa, RSA Group, Aon, KPMG, and Mars

Title

Founder, Chief Operating Officer, Executive Vice President

Chief Executive Officer

Chief Executive Officer

Chief Executive Officer

Chief Executive Officer, President

Status

Current

Current

Current

Current

Current

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