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Wachau Insurance Advisors

1982 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of insurance brokerage and advisory services. The company provides insurance brokerage and consultancy services. It also provides wealth transfer plans for ultra high net worth individuals as well as corporate and executive benefit plans.

Formerly Known As
Barry Evans Josephs and Snipes
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Multi-line Insurance
Acquirer
Primary Office
  • NC
  • United States

Wachau Insurance Advisors Valuation and Funding

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

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Wachau Insurance Advisors Executive Team (1)

Name Title Board
Seat
Contact
Info
Curley Jonathan President & Secretary