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Lucas & Dake

1907 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of insurance coverage for individuals and businesses. The company provides business, auto, home and life insurance cover, while specializing in managing professional liability risks and providing professional liability insurance in Vermont, New Hampshire, Massachusetts, Pennsylvania and New York for architects, professional engineers, certified public accountants and lawyers.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Multi-line Insurance
Acquirer
Marquis Agency
Primary Office
  • 1399 Monroe Avenue
  • Rochester, NY 14618
  • United States

Lucas & Dake Valuation and Funding

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

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Lucas & Dake Executive Team (1)

Name Title Board
Seat
Contact
Info
William Norton President