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Fidelity Associates

1906 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Operator of an independent insurance agency in the U.S. state of Washington. The company focuses on on personal lines of insurance, commercial lines of insurance, group benefits, life insurance and disability insurance. It represents more than 100 insurance companies and is licensed in more than 35 U.S. states.

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Multi-line Insurance
Other Industries
Brokerage
Primary Office
  • PO Box 3144
  • Spokane, WA 99220
  • United States

+1 (509) 000-0000

Fidelity Associates Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Fidelity Associates Executive Team (1)

Name Title Board
Seat
Contact
Info
Scott Jones Owner, President & Chief Executive Officer