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Align Financial Group, LLC

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Year established

2003

Location

San Diego CA US

Primary Industry

Insurance

About

Founded in 2018 and based in California, US, Align Financial Group, LLC was formed through the merger of General Insurance Agency and Catalytic Risk Managers & Insurance Agency, LLC. The company engages in the underwriting of insurance programs and products such as commercial auto, commercial environmental liability, worker's compensation, special casualty and excess liability insurance. The company also offers claims administration, product development, pricing, marketing, policy and payment processing services to insurance and reinsurance companies.
Current Investors
Howden Broking Group Limited, Bregal Sagemount, Catalytic Risk Managers & Insurance Agency, LLC

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Primary Industry
Insurance
Sub Industries
Marketing/Advertising, Claims Administration & Processing, Insurance Intermediaries
Website
www.aligngeneral.com
Total Amount Raised
Subscriber access only

Deals

Deals Type
Add-on, Trade Sale
Secondary Buyout
Private Debt
Add-on
Add-on
Deal Status Target (s) Deal Date Investor(s) Seller(s) Deal size (Mn) Enterprise value (Mn) Post-money valuation (Mn) EBITDA multiple (x) Revenue multiple (x) Lead partner (s)
Completed NationsBuilders Insurance Services, Inc. 27 Aug 2021
Completed Align Financial Group, LLC 12 Aug 2021
Completed Align Financial Group, LLC 15 Jun 2020
Completed National Lloyds Corporation 31 Jan 2020
Completed Deposit Choice, LLC 04 Nov 2019
Displaying 1-5 of 5

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