Gallatin Point Capital

Gallatin Point Capital LLC is a private investment firm based in Greenwich, Connecticut, founded in 2017 by Matthew Botein and Lee Sachs. The firm specializes in opportunistic investments within the financial services sector, focusing on areas such as lending, insurance, asset management, financial technology, real estate finance, banking, and capital markets. As a Registered Investment Adviser, Gallatin Point Capital is committed to identifying, organizing, and acquiring businesses and assets, with an emphasis on intensive oversight to generate attractive risk-adjusted returns for its investors.

Matthew Botein

Co-Founder and Managing Partner

Jerry Chang

COO and CFO

Zhak Cohen JD

Managing Director and Member of the Investment Committee

Conor Eckert

Investment Associate

Sophie Gilson

Investment Analyst

Neil Glosman

Managing Director

Michael Halford

Managing Director

David Molyneux

Managing Director

David Moran

Managing Director and Head of Income Strategies

Zachary Moran

Associate

James Qian

Vice President

Stefan Schmitz

Managing Director

Harrison Schorr

Investment Associate

Jack Stein

Vice President

Nick Tavel

Investment Associate

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 offers a comprehensive range of services, including business insurance, employee benefits consulting, reinsurance, and specialty managing general agency services. By adopting a holistic and tailored approach, The Baldwin Group aims to provide innovative solutions that meet the specific needs of its clients. The firm focuses on fostering growth not only for its clients but also for its colleagues, insurance partners, and the communities it serves. It has been recognized as the third fastest-growing broker by Business Insurance, reflecting its commitment to excellence in the insurance industry.

Honey Insurance

Series A in 2024
Honey Insurance is an innovative provider of smart home insurance in Australia, focused on preventing avoidable accidents that can lead to costly claims. The company equips customers with smart home sensors designed to proactively detect risks such as fire, water damage, and theft. This forward-thinking approach allows households and landlords to receive alerts about potential mishaps, enhancing their protection and reducing the likelihood of damage. Honey Insurance offers flexible coverage that caters to essential needs as well as valuable items, ensuring that customers receive comprehensive and convenient protection for their homes.

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 is a workers' compensation insurance provider focused on offering coverage to small businesses through a straightforward online platform. Established in 2018, the company utilizes data analytics and a robust technology platform to assess risks accurately and price policies competitively. By leveraging extensive data sets, Pie Insurance aims to provide greater transparency and savings for small business owners. The company is committed to enhancing the workers' compensation experience with user-friendly features and expert support. Led by co-founder and CEO John Swigart, Pie Insurance is positioned to continue its growth and expand its offerings in the small business insurance market.

Insurance Supermarket

Private Equity Round in 2022
Insurance Supermarket International is a financial services firm based in Concord, Ontario, established in 2009. The company specializes in providing a comprehensive range of consumer insurance and investment services, focusing on life insurance solutions that are technology-driven and designed to simplify access to affordable coverage. It offers various products, including term life, whole life, simplified life insurance, health insurance, critical illness insurance, disability insurance, and long-term care insurance. Additionally, Insurance Supermarket provides financial planning and segregated funds to help clients achieve financial stability tailored to their budget, lifestyle, and needs at every stage of life.

Congressional Bank

Funding Round in 2021
Congressional Bank is a local community bank that offers a wide range of personal and commercial lending products. Its community bank division provides real estate loans, mortgage loans, and other business loans as well as sophisticated and competitive deposit products to businesses and individuals. Congressional Bank was established in 2003 and is based in Chevy Chase, MD.

Varo Bank

Series D in 2020
Varo Money is driven by a mission to redefine banking so it’s easy for everyone to make smart choices with their money. In one mobile app, Varo offers customers no-cost premium bank accounts and high-interest savings accounts offered through The Bancorp Bank, and tech-first features to help people manage their money more easily. The company was founded in 2015 and is headquartered in San Francisco, California.

Pie Insurance

Series B in 2020
Pie Insurance is a workers' compensation insurance provider focused on offering coverage to small businesses through a straightforward online platform. Established in 2018, the company utilizes data analytics and a robust technology platform to assess risks accurately and price policies competitively. By leveraging extensive data sets, Pie Insurance aims to provide greater transparency and savings for small business owners. The company is committed to enhancing the workers' compensation experience with user-friendly features and expert support. Led by co-founder and CEO John Swigart, Pie Insurance is positioned to continue its growth and expand its offerings in the small business insurance market.

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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