Commonwealth Capital Brokerage, LLC
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Commonwealth Capital Brokerage, LLC - overview
Location
-, PA, US
Primary Industry
Insurance
About
Based in Pennsylvania, US, and co-founded by Drew Grifo and Stephen Ruggieri, Commonwealth Capital Brokerage, LLC operates as a national insurance general agency assisting professional advisors in identifying and delivering innovative planning strategies to their clients. In April 2023, the firm was acquired by Simplicity Financial Marketing Holdings Inc. , a portfolio company of Lee Equity Partners. The company collaborates with professional advisors and assists them in navigating their clients' complex financial needs.
The areas where the company serves its services are advanced planning in asset protection, wealth accumulation, retirement, estate and business planning, estate planning, business planning, premium finance, captive insurance planning, annuities, and long-term care. The April 2023 acquisition will support Commonwealth Capital Brokerage, LLC in its growth expansion plans and continuously meet the needs of the clients in its targeted market.
Current Investors
Simplicity Financial Marketing Holdings Inc.
Primary Industry
Insurance
Sub Industries
Insurance Intermediaries
Website
www.ccbinsurance.net
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Commonwealth Capital Brokerage, LLC - deals
| Deals Type | 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Commonwealth Capital Brokerage, LLC | - |
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