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← Pipeline·Keystone Insurance·LOI

Ask about Keystone Insurance — the deal brief is on the right. Try 'triage this deal', 'draft IC memo', or 'summarize DD findings'.

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Deal brief

Keystone Insurance

Keystone Insurance

Financial Services Wealth Management LOI
HQ Boston, MA USA
Employees 324
Founded 2002
Ownership vc backed

LTM financials

Revenue €75.2M
Adj. EBITDA €21.4M
Margin 28.5%
Ask EV €216M (10.8x)

Top customers

  • Meridian Hospitals LLC€2827k / yr
  • Wavecrest Retail Inc€2456k / yr
  • Wavecrest Retail Corp€919k / yr
  • Wavecrest Retail LLC€601k / yr

DD findings

  • No findings yet. Try running VDR Auditor.
Keystone Insurance is a wealth management business headquartered in Boston, MA, founded in 2002. LTM revenue $71M, 28% EBITDA margin, growing 5% YoY. vc backed-owned; currently loi.