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The Smith Companies

The Smith Companies
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Operator of an independent insurance brokerage consulting firm. The company specializes in all aspects of the insurance planning process and supports independent financial advisors, national financial institutions, stock brokerage firms and banks to better serve their clients.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Insurance
Parent Company
LTC Global
Primary Office
  • 225 Friend Street
  • Suite 600
  • Boston, MA 02114
  • United States

+1 (800) 000-0000

The Smith Companies Valuation and Funding

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

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The Smith Companies Executive Team (1)

Name Title Board
Seat
Contact
Info
Timothy Smith Chief Executive Officer & President