Gallatin Point Capital

Gallatin Point Capital, established in 2017, is a Connecticut-based private investment firm. It specializes in opportunistic investments within the financial services sector, targeting both equity and debt. The firm's focus includes financial institutions, services, and assets, aiming to generate attractive risk-adjusted returns for its investors. Gallatin Point Capital actively manages a portfolio of businesses and holdings, providing intensive oversight to maximize investment outcomes.

Jerry Chang

COO and CFO

Zhak Cohen JD

Managing Director and Member of the Investment Committee

Conor Eckert

Investment Associate

Conor Eckert

Investment Associate

Sophie Gilson

Investment Analyst

Neil Glosman

Managing Director

Michael Halford

Managing Director

David Molyneux

Managing Director

Zachary Moran

Associate

David Moran

Managing Director and Head of Income Strategies

James Qian

Vice President

Stefan Schmitz

Managing Director

Harrison Schorr

Investment Associate

Jack Stein

Vice President

Nick Tavel

Investment Associate

Lance Toler

Managing Director

Derek Walker

Managing Director

Andrew Yates

Vice President

Sammi Zhang

Investment Associate

10 past transactions

The Baldwin Group

Post in 2025
The Baldwin Group is an independent insurance and risk management firm based in Tampa, Florida, established in 2011 by Kris Wiebeck and Lowry Baldwin. The company specializes in providing a comprehensive range of services, including business insurance, benefits consulting, reinsurance, and specialty managing general agent (MGA) solutions. It adopts a holistic and tailored approach to risk management and employee benefits, focusing on delivering innovative insights and solutions to its clients. The Baldwin Group is dedicated to supporting its clients, colleagues, insurance company partners, and communities by deploying advanced resources and capital to foster growth. Recognized for its rapid expansion, the firm was ranked the third fastest-growing broker by Business Insurance.

Honey Insurance

Series A in 2024
Honey Insurance is Australia's first smart home insurance provider, dedicated to preventing avoidable accidents in households. The company offers flexible coverage options that cater to essential needs as well as additional valued possessions. By equipping customers with smart home sensors, Honey proactively protects against common incidents such as fire, theft, and water damage. This innovative approach allows homeowners and landlords to receive alerts for potential mishaps, thereby reducing risk and ensuring a more efficient insurance experience. Honey Insurance aims to transform the traditional home insurance model by focusing on prevention rather than reaction.

Delos Insurance

Seed Round in 2023
Delos is a digital property insurance provider for homeowners in catastrophe areas. Insurance is difficult to find in high risk regions; few insurers write in these areas and the ones that do are expensive and slow. One main cause for this problem is low resolution catastrophe models, which have caused regular insurers to pull out of high risk areas. Our team has extensive experience in data science and aerospace engineering and is creating new, higher-resolution catastrophe models. We use these models to create a new home risk rating system. We will also use our models to innovate on product, actively managing our client's risk and helping them prepare for their likely perils.

Pie Insurance

Series D in 2022
Pie Insurance, established in 2017 and headquartered in Washington D.C., specializes in providing workers' compensation insurance services to small businesses via an online platform. The company offers A.M. Best A-rated insurance coverage, including protection against illness, injury, disability, and death. Pie Insurance employs data analytics and user-friendly online features to accurately assess risks, enabling them to offer competitive pricing and enhance transparency for their clients. The company, led by co-founder and CEO John Swigart, began selling policies directly to customers in 2018 and aims to expand its offerings and strategic initiatives to better serve small business owners.

Insurance Supermarket

Private Equity Round in 2022
Insurance Supermarket International is a financial services firm based in Concord, Ontario, founded in 2009. The company specializes in providing a comprehensive range of consumer insurance and investment services, focusing on life insurance solutions. Its offerings include term life, whole life, simplified life, health, critical illness, disability, and long-term care insurance. Additionally, Insurance Supermarket provides financial planning and segregated funds, tailoring its services to meet the unique financial needs and lifestyles of its clients at every stage of life. By leveraging technology, the firm aims to simplify access to affordable coverage, enhancing the financial stability of its customers and helping them achieve their financial goals.

Congressional Bank

Funding Round in 2021
Congressional Bancshares, Inc. is the bank holding company for Congressional Bank, a community bank based in Bethesda, Maryland. Established in 2005, Congressional Bank provides a range of commercial banking services to customers in Maryland and the District of Columbia. The bank focuses on serving the financial needs of local businesses and individuals, emphasizing personalized service and community engagement.

Varo Bank

Series D in 2020
Varo Money, Inc. is a digital bank based in San Francisco, California, that offers a range of online banking products and services, including bank and savings accounts, checking accounts, and overdraft protection. Established in 2015 and known for being the only U.S. consumer fintech with a national bank charter, Varo aims to serve as a comprehensive banking partner for millions of Americans, especially those seeking better financial solutions. The company combines fintech innovation with the security of a chartered bank, providing tools and insights to enhance financial resilience for its customers. Varo's platform also includes features such as spending analysis, real-time budgeting, cash flow forecasts, direct deposits, and online bill payments, all designed to empower users to make informed financial decisions and improve their overall financial well-being.

Pie Insurance

Series B in 2020
Pie Insurance, established in 2017 and headquartered in Washington D.C., specializes in providing workers' compensation insurance services to small businesses via an online platform. The company offers A.M. Best A-rated insurance coverage, including protection against illness, injury, disability, and death. Pie Insurance employs data analytics and user-friendly online features to accurately assess risks, enabling them to offer competitive pricing and enhance transparency for their clients. The company, led by co-founder and CEO John Swigart, began selling policies directly to customers in 2018 and aims to expand its offerings and strategic initiatives to better serve small business owners.

Phoenix Financial

Post in 2019
Phoenix Financial is a dynamic Leader in Israeli insurance, asset management, and financial services. Managing $130 billion in assets, Phoenix continues to access Israel's vibrant and innovative economic activity by providing a robust portfolio of products and services for private and corporate clients. The company creates value for its clients and distribution partners through service excellence and constant innovation. Group subsidiaries include Phoenix Insurance, Phoenix Investment House, Phoenix Pension & Provident Funds, Phoenix Gama, and Phoenix Agencies.

Acrisure

Acrisure, LLC is an insurance brokerage firm based in Caledonia, Michigan, founded in 2005. The company specializes in providing a wide range of insurance and risk management solutions, including property and casualty insurance, employee benefits, and various specialty lines. Acrisure serves a diverse clientele, including personal, small, and mid-sized businesses, as well as larger commercial accounts. Its services encompass a variety of sectors, such as transportation, healthcare, retail, hospitality, and construction, addressing complex risk challenges and facilitating effective loss-sensitive programs. Through its comprehensive offerings, Acrisure aims to enhance collaboration among agency partners and identify new business opportunities. The company operates as a subsidiary of Acrisure Holdings, Inc.
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