Ownership stake · Activity not yet classified

K2 Insurance Services, LLC

Transaction overview

Announced

Announced:

Exact closing date not established.

Lee Equity reported signing an agreement to acquire a majority ownership interest in K2 Insurance Services.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Lee Equity to Acquire Insurance Services Provider K2 ↗

    Lee Equity · Published May 14, 2019

    Reports Lee Equity's definitive agreement to acquire a majority ownership interest in K2 Insurance Services.

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K2 Insurance Services, LLC · RIA Monitor