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Summit Insurance Services

Summit Insurance Services
2007 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of insurance services based in Leesburg, Virginia and Moorefield, West Virginia. The company provides employee benefits, individual insurance, commercial insurance and consulting services.

Formerly Known As
Kelly Insurance Agency, Sager Insurance
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Multi-line Insurance
Other Industries
Commercial/Professional Insurance
Parent Company

Summit Insurance Services Valuation and Funding

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

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Summit Insurance Services Competitors (30)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Epic Insurance Solutions Agency Formerly PE-Backed Louisville, KY 000 000000&0
0000000000 0000000 Corporation Leonardtown, MD
00000 000000000 00 Private Equity-Backed West Melbourne, FL 00 000000000000
0000 000000000 Corporate Backed or Acquired Sikeston, MO 000000&0
0000000 & 00000000 Private Equity-Backed Columbia, SC 000000000000
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Summit Insurance Services Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Summit Insurance Services Executive Team (2)

Name Title Board
Seat
Contact
Info
Dario Campolattaro Chief Executive Officer
Cassi Spigle Chief Operating Officer