Focus

We are focused on partnering with companies in the Insurance & Financial Services industry. Focusing on one sector affords us deep industry insights, strategies and an extensive network of relationships. The Insurance & Financial Services sector is set to experience massive fundamental changes and companies in this industry are being forced to do things differently, often without the comfort of knowing how. By combining our expertise with the knowledge and passion of owners and management teams, we help embrace change responsibly to grow and build best in class companies.

Insurance & Financial Services Sector

  • Insurance distribution (IMOs, FMOs, MGAs, wholesalers, etc.)
  • Insurance technology and tech-enabled services
  • Asset, wealth management and brokerage related products, services and technologies

 

Investment Criteria

  • Transaction Types: Minority, majority and change of control situations for growth, shareholder liquidity, recapitalization and acquisition
  • Profitability: $1 million – $10 million of cash flow
  • Management:¬†Invested, growth-minded, ready for change
  • Geography: Companies in the central U.S. region preferred, but will consider companies outside that region based on strategic fit
  • Co-Investors:¬†To ensure sufficient runway for growth and/or acquisitions, we partner with other institutional investors specifically chosen based on the unique situation of each company