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Kelley & Swain

1992 FOUNDED
M&A STATUS
11-20 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of employee-benefit consultancy services. The company offers group benefits including medical, dental, vision, life, disability, retirement, voluntary benefits, executive medical and reimbursement plans.

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Other Insurance
Primary Office
  • 1743 Creekside Drive
  • Suite 200
  • Folsom, CA 95630
  • United States

Kelley & Swain Valuation and Funding

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

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Kelley & Swain Executive Team (4)

Name Title Board
Seat
Contact
Info
Scott Kelley Principal & Co-Founder
Craig Lewis Principal

2 Former Executives

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