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Pivotal Insurance & Financial

2005 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial services. The company offers asset management, insurance planning and estate planning services to self-made entrepreneurs in Scottsdale, United States.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Acquirer
WealthPoint
Primary Office
  • 14850 North Scottsdale Road
  • Suite 400
  • Scottsdale, AZ 85254
  • United States

Pivotal Insurance & Financial Valuation and Funding

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

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