Insurance Brokerage and Investment Advisory Businesses of Quintes Financial Services, LLC Asset Profile

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

Location

Primary Industry

Financial Services

About

Based in US, Insurance Brokerage and Investment Advisory Businesses of Quintes Financial Services, LLC is a financial service company that provides insurance services as brokerage and investment advisory services. In October 2022, Hub International Limited announced that it has acquired the Insurance Brokerage and Investment Advisory Businesses of Quintes Financial Services, LLC. Insurance Brokerage and Investment Advisory Businesses of Quintes provides retirement planning and wealth management intermediaires and consuting services. It designs, implements, and manages qualified retirement plans, including 401(K) 403(b) and 457(b) plans, and cash balance plans.

Current Investors

Hub International Limited

Request a demo to show more

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking, Insurance Intermediaries

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on, Corporate Carve Out

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	Insurance Brokerage and Investment Advisory Businesses of Quintes Financial Services, LLC	06 Oct 2022

Displaying 1-1 of 1

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.