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Mystic Capital Advisors Group

Mystic Capital Advisors Group
ADVISORY SERVICE
2001 FOUNDED
5 EMPLOYEES
65 SERVICED COMPANIES
65 SERVICED DEALS
27 SERVICED INVESTORS
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.

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 (65)

Company Name Service Provided Deal Date Deal Type Deal Amount
Strategic Insurance Underwriters Advisor: General Jul 2017 00000 0000000
000 0000000000 Advisor: General Apr 2016 00000 0000000
000000 000000000 Advisor: General Mar 2016 00000 0000000
000 00000 0000 000 Advisor: General Jan 2016 00000 0000000
000000-000000 0000 Advisor: General Oct 2015 00000 0000000
0000000 000000000 Advisor: General Oct 2015 00000 0000000
00000000 000000000 Advisor: General Jan 2015 00000 0000000
000000 00000000 00 Advisor: General Nov 2014 00000 0000000
Interstate Brokerage Advisor: General Sep 2014 00000 0000000
InSource (Insurance) Advisor: General Jan 2014 00000 0000000
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Mystic Capital Advisors Group Services to Investors

Service on a Deal — Buy Side (61)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Confie Seguros Advisor: General Apr 2016 00000 0000000
000 0000000000000 Advisor: General Mar 2016 00000 0000000
000 0000000000000 Advisor: General Jan 2016 00000 0000000
000000 0000000 Advisor: General Jan 2016 00000 0000000
000 0000000000000 Advisor: General Jan 2016 00000 0000000
000000 0000000 Advisor: General Nov 2015 00000 0000000
000 0000000000000 Advisor: General Oct 2015 00000 0000000
000 0000 00000 Advisor: General Aug 2015 00000 0000000
USI Insurance Services Advisor: General Jun 2015 00000 0000000
Hub International (United States) Advisor: General Jan 2015 00000 0000000
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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
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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 New York, NY
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