Acquisition of specialty insurance platform

Industry

Financial Services

Company Type

Specialty Finance

Location

US

Size

$450,000,000

Investment Type

Equity/Debt

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Helping Great Companies Grow

Overview

Our client (a team of accomplished insurance and asset management executives) is seeking $450+/- million of capital to acquire an underperforming financial services company engaged primarily in insurance and asset management (“Target” – – name of company available post NDA).

  • Target has strong growth prospects, expected to be achieved via:
    • enhanced management
    • strategic focus
    • reduced operating and debt costs
    • eliminating extraneous businesses
  • Pro forma purchase price of less than 5x EBITDA
  • Investor option for quick turnaround/sale or long-term hold
Helping Great Companies Grow

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CONTACT US

Hi. We're not around right now. But you can send us an email and we'll get back to you, asap.

Thanks, Ken

Ken Margolis | Managing Partner Castle Placement, LLC
1460 Broadway Street, Rte 400
New York, New York 10036
(212) 418-1188 | C: (516) 712-7784
kmargolis@castleplacement.com

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