Our Insurance Group provides comprehensive financial advisory and capital raising services for insurance companies in the life, property/casualty, insurance brokerage and insurance services sectors. Our clients range in size from small and mid-sized privately held companies to some of the largest publicly traded and mutual insurance companies in the U.S.

M&A Advisory and Execution Services

We provide mergers and acquisition advisory and execution services to both buyers and sellers, from due diligence and financial modeling to structuring and negotiation of key transaction terms, and we tailor our services to each client’s objectives. We apply our deep understanding of the insurance industry, extensive M&A transaction experience and expertise in the valuation of insurance companies to achieve our clients’ goals. Our firm’s private partnership structure affords us an independent point of view and has made us one of the most sought-after financial advisors for delivering fairness opinions to boards of directors in transactions and special situations.

Capital Raising Services

By leveraging our firm’s strong relationships with a broad range of investors in insurance companies, we add significant value to the capital raising efforts of our clients. We help clients evaluate the full range of capital raising alternatives, including initial public offerings, secondary and follow-on equity offerings, public and private debt offerings and trust preferred and hybrid securities offerings. We assist our clients in assessing the cost, availability and suitability of various alternatives relative to their long-term business and strategic objectives.