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Marcolin + Associates

Marcolin + Associates
1999 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Operator of a general agency for brokers in the financial and insurance industries. The company offers insurance products and services for registered or non-registered funds on guaranteed interest or segregated fund, broker contracts/licensing services, mutual funds and annuities.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Brokerage
Other Industries
Insurance Brokers
Primary Office
  • 2000 Peel Street
  • Suite 700
  • Montreal, Quebec H3A 2W5
  • Canada

+1 (514) 000-0000

Marcolin + Associates Valuation and Funding

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

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Marcolin + Associates Executive Team (1)

Name Title Board
Seat
Contact
Info
Jim Marcolin President & Founder