Mystic Capital Advisors Group Overview

  • Service
  • Financing Advisory
  • Founded
  • 2001
Founded
  • Employees
  • 5
Employees
  • Serviced Companies
  • 78
  • Serviced Deals
  • 78
  • Serviced Investors
  • 30

Mystic Capital Advisors Group General Information

Description

Founded in 2001, Mystic Capital provides a broad range of financial consulting services to the retail insurance, wholesale insurance and financial services industries. The firm's clients include insurance agencies and brokerage firms, managing general agents (MGAs), program administrators, insurance aggregators and wholesalers, banks, insurance companies and third party administrators (TPAs). Mystic Capital Advisors provides mergers and acquisition, target valuation, intermediary merger services, buyer and seller representation, deal structure and design, financing solicitation, key employee retention and due diligence advisory services. The firm is based in New York, New York.

Contact Information

Year Founded
2001
Service Provider Type
Financing Advisory
Primary Office
  • 165 Madison Avenue
  • Suite 402
  • New York, NY 10016
  • United States
+1 (212) 000-0000

Mystic Capital Advisors Group Services to Companies

Service on a Deal (78)

Company Name Service Provided Deal Date Deal Type Deal Amount
Zodiac Insurance Services Advisor: General Sep 2021 00000 0000000
0000000 & 00000000 Advisor: General Jan 2021 00000 0000000
000000'0 0000 Advisor: General Dec 2020 00000 0000000
00000 000000000 00 Advisor: General Dec 2020 00000 0000000
000000-0000000 Advisor: General Jul 2020 00000 0000000
00000 000000000 Advisor: General Sep 2019 00000 0000000
0000000 000 Advisor: General Apr 2019 00000 0000000
0000000 0000000000 Advisor: General Mar 2019 00000 0000000
KK Insurance Agency Advisor: General Feb 2019 00000 0000000
Prosurance Redeker Advisor: General Feb 2018 00000 0000000
You’re viewing 10 of 78 services to companies. Get the full list »
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Mystic Capital Advisors Group Services to Investors

Service on a Deal — Buy Side (69)

Investor Name Service Provided Deal Date Deal Type Deal Amount
World Insurance Associates Advisor: General Aug 2021 00000 0000000
00000 000000000 00 Advisor: General Jan 2021 00000 0000000
00000 000000000 00 Advisor: General Dec 2020 00000 0000000
000000000 0000000 Advisor: General Jul 2020 00000 0000000
000000000 0000000 Advisor: General Jul 2020 00000 0000000
000000000 00000000 Advisor: General Apr 2018 00000 0000000
000000 0000000 Advisor: General Apr 2016 00000 0000000
000 0000000000000 Advisor: General Mar 2016 00000 0000000
Hub International Advisor: General Jan 2016 00000 0000000
Confie Holding Advisor: General Jan 2016 00000 0000000
You’re viewing 10 of 69 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
PNC Advisor: General Mar 2010 00000 0000000
000000 0000000 000 Advisor: General Jan 2008 00000 0000000
To view Mystic Capital Advisors Group’s complete services on a deal — sell side history, request access »

Mystic Capital Advisors Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Mystic Capital Advisors Group Team (6)

Name Title Deals Office Contact
Info
Kevin Donoghue Co-Founder and Managing Director 0 New York, NY
Lorna Gunnersen Co-Founder and Director New York, NY
Kevin Smith Co-Founder & Director Charlotte, NC
Andrew Bathurst Director New York, NY
Mathew Klossner Director 0 New York, NY
You’re viewing 5 of 6 team members. Get the full list »