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Equidae Insurance, INC.

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Charleston · West Virginia
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Equidae Insurance, INC. is a licensed insurance agency licensed in Charleston, WV. Lines listed: Equine Insurance, Farm and Liability, Commercial and Personal, Health, Livestock, Disability, Life, Supplemental. Founding or history: 2000. Agency Match assessments based on public information: Business Partnerships medium. 16 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Looking to Buy: not enough public facts for a score.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: scored from specialties, markets and carriers published on the agency's website.

Research

Detailed profile

Geography

1 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Three or more named leaders; public history of 15+ years in business or in the industry

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Three or more named leaders (supporting)+10 pts
  2. Public history of 15+ years in business or in the industry (supporting)+5 pts

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 8 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 5

Acquisition Research Fit is low. Formation year 2000 is on a verified record (26 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

  • Formation year 2000 is on a verified record (26 years in operation). Verified · +5 ptsequidaeinsurance.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry; three or more named leaders

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Three or more named leaders (supporting)+5 pts

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 8 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Medium · 45

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 45/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; several documented lines of business

  • Niche specialty line documented · Equine Insurance, Farm and Liability, Commercial and Personal, Health, Livestock, Disability, Life, Supplementequidaeinsurance.com
  • Three or more carriers named · Encovaequidaeinsurance.com
  • Several documented lines of business · Medicare Advantage, Individual Health (ACA), Group Healthequidaeinsurance.com
What this rating was based on (3 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Niche specialty line documented+20 pts
    • Equine Insurance, Farm and Liability, Commercial and Personal, Health, Livestock, Disability, Life, Supplementalequidaeinsurance.com
  2. Three or more carriers named+15 pts
  3. Several documented lines of business (supporting)+10 pts

Total: 45 points → Agency Match score 45/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 9 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #100227723 (NPN 18107597), licensed at Charleston, WV

sbs.naic.org
ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Locations & footprint

Charleston, West Virginia

Operating office · Kanawha Valley

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Equine Insurance, Farm and Liability, Commercial and Personal, Health, Livestock, Disability, Life, SupplementalFounding: 2000

People & affiliations

Stacey Halloran, President and AgentPublished

STACEY HALLORAN, MFAcc PRESIDENT AND AGENT Stacey Halloran is the founder and President of Equidae Insurance, Inc.

Tom Halloran, Chief Operating OfficerPublished

TOM HALLORAN CHIEF OPERATING OFFICER With over 37 years of experience in corporate management, Tom Halloran brings a wealth of expertise to Equidae Insurance.

Heather Pyles, Vice-President of Operations and AgentPublished

Heather Pyles VICE-PRESIDENT OF OPERATIONS AND AGENT Heather Pyles brings more than ten years of experience in the insurance industry

Erica Rector, Vice President of Growth & DevelopmentPublished

Erica Rector VICE PRESIDENT OF GROWTH & DEVELOPMENT Erica Rector brings more than 20 years of insurance industry experience to Equidae as Vice President of Growth & Development.

Stacey Allen Halloran, President and AgentPublished

Stacey Allen Halloran, President and Agent

Tom Halloran, Chief Operating OfficerPublished

Tom Halloran, Chief Operating Officer

Heather Pyles, Vice President of Operations and AgentPublished

Heather Pyles, Vice President of Operations and Agent

Names & entities

EQUIDAE INSURANCE, INC.Record

Legal name on license record

Facts from published sources (18 verified)

Line of businessPublicly sourced

Equine Insurance, Farm and Liability, Commercial and Personal, Health, Livestock, Disability, Life, Supplemental

“Coverage Equine Insurance Farm and Liability Commercial and Personal Health Livestock Disability Life Supplemental”
equidaeinsurance.com
Line of businessPublicly sourced

Medicare Advantage, Individual Health (ACA), Group Health

“We offer Medicare Advantage, Individual Health (ACA) and Group Health coverage options.”
equidaeinsurance.com
Line of businessPublicly sourced

Pet Insurance

“Pet Insurance Quote”
equidaeinsurance.com
Line of businessPublicly sourced

IHO Liability and Tack

“IHO Liability and Tack Quote”
equidaeinsurance.com
FoundingPublicly sourced

2000

“In 2000, Stacey established Advantage Accounting, Inc., a consulting and accounting firm that served small businesses in the equine and insurance sectors.”
equidaeinsurance.com
LeadershipPublicly sourced

Stacey Halloran, President and Agent

“STACEY HALLORAN, MFAcc PRESIDENT AND AGENT Stacey Halloran is the founder and President of Equidae Insurance, Inc.”
equidaeinsurance.com
LeadershipPublicly sourced

Tom Halloran, Chief Operating Officer

“TOM HALLORAN CHIEF OPERATING OFFICER With over 37 years of experience in corporate management, Tom Halloran brings a wealth of expertise to Equidae Insurance.”
equidaeinsurance.com
LeadershipPublicly sourced

Heather Pyles, Vice-President of Operations and Agent

“Heather Pyles VICE-PRESIDENT OF OPERATIONS AND AGENT Heather Pyles brings more than ten years of experience in the insurance industry”
equidaeinsurance.com
LeadershipPublicly sourced

Erica Rector, Vice President of Growth & Development

“Erica Rector VICE PRESIDENT OF GROWTH & DEVELOPMENT Erica Rector brings more than 20 years of insurance industry experience to Equidae as Vice President of Growth & Development.”
equidaeinsurance.com
CarrierPublicly sourced

Encova

“Throughout her career, she has worked with respected carriers such as Westfield, Travelers, and Encova, gaining valuable experience in insurance operations and client service.”
equidaeinsurance.com
CarrierPublicly sourced

Travelers

“Throughout her career, she has worked with respected carriers such as Westfield, Travelers, and Encova, gaining valuable experience in insurance operations and client service.”
equidaeinsurance.com
CarrierPublicly sourced

Westfield

“Throughout her career, she has worked with respected carriers such as Westfield, Travelers, and Encova, gaining valuable experience in insurance operations and client service.”
equidaeinsurance.com
Line of businessPublicly sourced

Equine Insurance, Farm and Liability, Commercial and Personal Health, Livestock, Disability, Life, Supplemental

“Coverage Equine Insurance Farm and Liability Commercial and Personal Health Livestock Disability Life Supplemental”
equidaeinsurance.com
Office locationPublicly sourced

608 Virginia Street East, Suite 302 Charleston, WV 25301

“Equidae Insurance, Inc. 608 Virginia Street East, Suite 302 Charleston, WV 25301”
equidaeinsurance.com
LeadershipPublicly sourced

Leadership: Stacey Allen Halloran, President and Agent

“Stacey Allen Halloran, President and Agent”
equidaeinsurance.com
LeadershipPublicly sourced

Leadership: Tom Halloran, Chief Operating Officer

“Tom Halloran, Chief Operating Officer”
equidaeinsurance.com
LeadershipPublicly sourced

Leadership: Heather Pyles, Vice President of Operations and Agent

“Heather Pyles, Vice President of Operations and Agent”
equidaeinsurance.com
Line of businessPublicly sourced

Equine Insurance, Farm and Liability, Commercial and Personal Health, Livestock, Disability, Life, Supplemental

“Coverage Equine Insurance Farm and Liability Commercial and Personal Health Livestock Disability Life Supplemental”
equidaeinsurance.com