20min chapter

Private Equity Deals with Capital Allocators cover image

Univista – David Perez (Avance Investment Management), (S3.EP.04)

Private Equity Deals with Capital Allocators

CHAPTER

Univista: A South Florida Insurance Agency

This chapter discusses Univista, a South Florida-based insurance agency founded and run by Cuban immigrants. It covers the history and business of Univista, the sourcing of the deal, opportunities and risks, and the deal process. The conversation also touches on valuation and financing, drivers of the business post-acquisition, and the exit strategy.

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