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World Insurance Associates

World Insurance Associates
2011 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
Debt Refin. LATEST DEAL TYPE
$50M LATEST DEAL AMOUNT
1 INVESTORS
Description

Owner and operator of an insurance firm in the United States. The company's services include group benefits, property and casualty insurance along with transportation, hospitality, self-storage facilities, enabling clients to have an extensive, cost-effective personal and business insurance solutions.

Ownership Status
Privately Held (backing)
Financing Status
Private Debt Financed
Primary Industry
Insurance Brokers
Other Industries
Other Insurance
Property and Casualty Insurance
Primary Office
  • 656 Shrewsbury Avenue
  • Suite 200
  • Tinton Falls, NJ 07701
  • United States

+1 (732) 000-0000
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World Insurance Associates Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Debt Refinancing 18-Jul-2018 $50M Completed Generating Revenue
1. Debt - General Completed Generating Revenue
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World Insurance Associates Investments & Acquisitions (28)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0. 0000000 01-Apr-2019 000000000000000000 Insurance Brokers 0000000 0000000
00000-000000 00000 01-Apr-2019 000000000000000000 Multi-line Insurance 0000000 0000000
000000 000000000 01-Mar-2019 000000000000000000 Multi-line Insurance 0000000 0000000
000000000000 00000 01-Mar-2019 000000000000000000 Multi-line Insurance 0000000 0000000
Financial Planning Concepts 01-Feb-2019 Merger/Acquisition Other Financial Services 0000000 0000000
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World Insurance Associates Subsidiaries (16)

Company Name Industry Location Founded
AIV Group Commercial/Professional Insurance Avenel, NJ 2010
000000 0. 00000000 Insurance Brokers Bala Cynwyd, PA 0000
00 000000000 00000 Multi-line Insurance Long Branch, NJ 0000
00000 000000000 00 Multi-line Insurance Neptune, NJ 0000
000000000 00000000 Other Financial Services Staten Island, NY 0000
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World Insurance Associates Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Macquarie Group Asset Manager 000 0000 000000 0

World Insurance Associates Executive Team (8)

Name Title Board
Seat
Contact
Info
Richard Eknoian Co-Founder & Chief Executive Officer
Frank Costa Principal and Chief Operating Officer
Jeffrey Deldin Partner
Phil Nisbet Partner
Jennifer D'Agostino Director of Marketing and Training

1 Former Executive

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