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  1. Products
  2. Solutions
  3. Insights+
  4. News & content
  5. About
  1. Launch

CIC

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Year established

2013

Location

PA US

Primary Industry

Insurance

About

Based in Pennsylvania, US, and founded in 2013 by Michael Driscoll and Brendon Healy, Coastal Insurance Consulting, LLC, dba CIC, is a brokerage agency offering services for the financial market. In September 2022, Simplicity Financial Marketing Holdings Inc., a portfolio company of Lee Equity Partners, acquired Coastal Insurance Consulting, LLC. The company provides brokerage services including case management assistance, products, marketing, and underwriting for financial institutions and professionals. The company also provides access to insurance providers and products as well as the tools and resources needed to launch and expand a profitable business. With its acquisition in September 2022, the company plans to continue providing its agent and advisor partners with an array of products and marketing supports as well as access to additional resources.
Current Investors
Lee Equity Partners, Simplicity Financial Marketing Holdings Inc.

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Primary Industry
Insurance
Sub Industries
Insurance Intermediaries
Website
www.coastalic.net
Company Stage
Add-on
Total Amount Raised
Subscriber access only

Deals

Deals Type
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 CIC 14 Sep 2022
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