Investment Banking | Mergers & Acquisitions


Our insurance investment banking team specializes in insurance-related investment banking transactions, including clients in property, casualty, life and health. We also have expertise in insurance service and related companies including insurance brokerage, general agency, claims management, insurance technology and reinsurance. We couple extensive industry-specific expertise with investment banking best-practices to ensure clients receive the support and assistance they desire through a complex process.

We assist our insurance clients across the financial advisory spectrum by providing merger, acquisition, restructuring, capital requisition and general financial advisory assistance to insurance firms in the middle market. Our combination of both transactional and technical expertise across the insurance industry provides with the comfort and confidence they would expect from an expert team of transaction professionals. In addition, deep-seated relationships with top insurance firms gives our clients faster, immediate access to the resources needed to create a successful capital event.

Our team works on both buy-side and sell-side mergers and acquisitions, providing industry specific expertise to the transaction process including a deep understanding of risk-based capital, ratings agency impacts and statutory accounting rules and regulations. This understanding allows us to better assist with the nuances, including regulatory approvals, unique to the industry.

By offering a boutique level of connection with the human resources of a large investment bank, we are able to provide the end-to-end solutions our clients often need in navigating difficult capital transactions. With each client engagement, our team focuses on successful client outcomes by managing a difficult and thorny process from start to finish.

Because no two transactions are ultimately the same, we provide a disciplined, systematic approach with a flexible creativity to ensure our clients nail their objected outcomes. Get in touch with a member of our insurance investment banking team today to discuss your next transaction.

Insurance Capital Advisory

Maximizing seller value in mergers & acquisitions

Tell us about your M&A needs

1 Step 1

Our M&A Process

Mergers & Acquisitions Advisory
for the middle market.
  • Strategic Planning

  • Assess Financial Readiness

  • Align M&A Criteria

  • Research Target Industry

  • Target List Building

  • Target Outreach

  • Engage Targets

  • Letter of Intent (LOI)

  • Due Diligence

  • Closing

  • Target Integration

Insurance Investment Bank