Investors in Insurance Brokers

Showing 1-50 out of 1428 matches

Assured Partners

AssuredPartners offers insurance brokerage services. The company offers services catering to property and casualty insurance, risk management, employee benefits, and personal insurance to middle-market businesses, public institutions, and high-net-worth individuals to achieve asset protection and secure their businesses from unforeseen risks.
Made 85 investments in Insurance Brokers

NFP

NFP Corp. is a prominent insurance broker and consultant based in New York, specializing in a comprehensive range of services that include corporate benefits, retirement planning, property and casualty insurance, and individual insurance solutions. Established in 1998, the company operates through two main segments: Insurance Brokerage and Consulting, which caters to corporate clients with tailored insurance solutions, and Advisor Services, which supports independent financial advisors with broker/dealer and registered investment advisory services. NFP Corp. focuses on serving middle-market companies, financial advisors, and high-net-worth individuals, leveraging its expertise and innovative technologies to foster strong relationships with insurers and financial institutions. The company was previously known as National Financial Partners Corp. and rebranded to NFP Corp. in March 2015.
Made 24 investments in Insurance Brokers

Inszone Insurance Services

Inszone is a full-service insurance brokerage firm which provides a broad array of property & casualty and employee benefits solutions.
Made 14 investments in Insurance Brokers

The Hilb Group

The Hilb Group is a property and casualty insurance provider and employee benefits broker focused on serving small and medium-sized businesses, primarily along the East Coast of the United States. The company offers a range of risk management and insurance services, including general lines and specialty niches such as cosmetic protection, passenger transportation, restaurants, education, and habitational insurance. By providing tailored insurance solutions, The Hilb Group enables organizations to safeguard their assets, protect their employees, and secure their future.
Made 18 investments in Insurance Brokers

Integrity Marketing Group

Integrity Marketing Group, LLC is a prominent provider of life and health insurance products, specializing in serving the senior market. Established in 2006 and headquartered in Dallas, Texas, the company offers a comprehensive range of insurance solutions, including Medicare supplements, Medicare Advantage plans, life insurance products, and various annuities. Integrity also provides long-term care products and final expense insurance, along with preneed products designed to alleviate future financial burdens. In addition to its insurance offerings, the company delivers consulting services such as product development and marketing management. Integrity Marketing Group collaborates with leading insurance carriers and distributes its products through a vast network of agents across the United States, thereby assisting clients in protecting their life, health, and wealth. The company also maintains additional offices in multiple states to support its expansive operations.
Made 7 investments in Insurance Brokers

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.
Made 6 investments in Insurance Brokers

Westland Insurance

Westland Insurance is an insurance brokerage company based in British Columbia that caters to the insurance needs of individuals, businesses, and non-profit organizations. The company offers a comprehensive range of insurance services, including auto, home, travel, liability, and hospitality insurance. By providing personalized insurance solutions, Westland Insurance aims to meet the unique requirements of its clients, taking into account their individual circumstances, income, and past occurrences. The brokerage facilitates access to multi-line insurance packages, allowing clients to secure coverage for their health, family, and assets over their lifetimes, with the convenience of purchasing insurance products online.
Made 9 investments in Insurance Brokers

Simplicity

Simplicity is a company that specializes in providing a range of services including sales and marketing strategies, education, training, insurance, and wealth management solutions. It focuses on delivering innovative insurance services and investment opportunities, as well as business development solutions, to meet the diverse needs of its clients. Through its comprehensive offerings, Simplicity aims to enhance the operational effectiveness and financial success of businesses in the insurance sector.
Made 9 investments in Insurance Brokers

Brown & Brown

Brown & Brown is an insurance agent and broker that specializes in providing a wide range of risk management solutions to protect what customers value most. Its offerings include property and casualty insurance, employee benefits, and various specialized coverages such as automobile, marine, and flood insurance. The company serves both individuals and organizations through its retail segment, which generates more than half of its revenue, and its national programs segment, which focuses on professional liability coverage among other services. Additionally, Brown & Brown provides strategic non-medical solutions, analytics, technology services, and employer stop loss services, ensuring comprehensive support for its clients' insurance and benefits needs. The company earns revenue primarily through commissions from insurance companies and direct fees from customers, while avoiding underwriting risk exposure.
Made 19 investments in Insurance Brokers

The Ardonagh Group

The Ardonagh Group brings together leading businesses in their fields to create a smart new vision for the insurance industry.
Made 4 investments in Insurance Brokers

Alliant Insurance Services

Alliant Insurance Services is an insurance brokerage firm that specializes in providing a range of insurance and risk management solutions across various industries, including agriculture, aviation, construction, energy, and finance. The company offers property and casualty insurance, as well as workers’ compensation and employee benefits services. Its comprehensive portfolio includes risk management, life insurance, retirement and savings programs, and specialized coverage for Native American tribal and casino gaming operations. By distributing diversified insurance products and consulting services, Alliant aims to enhance the effectiveness and value of its clients' insurance and employee benefits programs.
Made 6 investments in Insurance Brokers

MassMutual Financial Group

MassMutual Financial Group, established in 1851 and headquartered in Springfield, Massachusetts, is a mutual life insurance company that offers a comprehensive range of financial services. These include life, accident, and health insurance, as well as disability income and long-term care insurance. The company also provides annuities, college savings plans, individual retirement accounts, mutual funds, and various investment and wealth management solutions. In addition to traditional insurance products, MassMutual engages in impact investing through initiatives aimed at fostering growth in technology and sustainability-driven businesses, particularly in underserved regions. With a focus on both financial security and social impact, MassMutual serves a diverse clientele, helping them achieve their financial goals through a variety of tailored solutions.
Made 10 investments in Insurance Brokers

International Finance Corporation

International Finance Corporation (IFC), established in 1956 and headquartered in Washington, D.C., is a member of the World Bank Group dedicated to private sector development in developing countries. The organization provides a range of financial and advisory services to foster economic growth across various sectors, including agriculture, infrastructure, manufacturing, healthcare, education, and technology. IFC invests in both direct projects and funds, focusing on emerging markets and prioritizing sustainability and inclusive development. It offers a diverse array of financial instruments, such as equity, loans, and quasi-equity products, while adhering to strict investment guidelines that exclude certain industries, such as weapons, tobacco, and gambling. IFC typically invests between $1 million and $100 million, supporting projects that are predominantly privately owned in member countries. The organization does not actively manage portfolio companies but seeks to exit investments through equity sales or public listings, often maintaining equity stakes for eight to fifteen years.
Made 9 investments in Insurance Brokers

European Bank for Reconstruction and Development

The European Bank for Reconstruction and Development (EBRD) is an international financial institution established in 1991 and headquartered in London, United Kingdom. Its primary mission is to foster economic development in Central and Eastern Europe, as well as in the Middle East and Africa, by providing project financing to banks, industries, and businesses. The EBRD focuses on supporting new ventures and facilitating investments in existing companies, while also assisting publicly owned entities in privatizing and restructuring municipal services. The bank engages in equity investments and provides various forms of debt financing, including senior, subordinated, mezzanine, and convertible debt. By collaborating with commercial partners and financial intermediaries, such as local banks and equity funds, the EBRD aims to enhance private sector growth and development across multiple sectors. Through its extensive experience, the EBRD has invested more than €130 billion in over 5,200 projects, playing a significant role in advancing economic transformation in the regions it serves.
Made 10 investments in Insurance Brokers

Insurtech Gateway

The insurance industry has so many barriers to entry, founders often run out of energy and money just trying to get in. The Gateway is a one-stop-shop for founders, where they can get underwriting paper, investment capital and advice on how to design and build their startup, all surrounded by great insurance partners. The Gateway fund supports the portfolio post incubation, to Series A and beyond. “The Gateway are our insurance sherpas, guiding us through the wilderness of insurance” Mark Musson, co-founder, Humn.ai (Gateway portfolio company) Insurers often struggle to innovate within their own businesses, the Gateway enable insurers to do this in a safe environment. They facilitate insurers, technology partners and insurtechs to get to know each other and work together, over the whole duration of building a business. The Gateway would like to meet early-stage founders with game-changing ideas or products, and progressive (re)insurers who are interested in collaboration.
Made 6 investments in Insurance Brokers

Stellus Capital Management

Stellus Capital Management is a middle-market investment firm founded in 2012, with roots tracing back to 2004 within the D.E. Shaw Group. The firm specializes in private credit and energy private equity, managing approximately $1.5 billion in assets across its investment platforms. The private credit platform primarily focuses on originating direct loans to lower middle-market companies, while the energy private equity platform provides flexible equity capital to small and mid-sized energy firms. Each platform operates with dedicated investment teams that manage strategy-specific private institutional funds. Stellus Capital Management has a strong track record, having deployed over $9 billion across 350 transactions, and is headquartered in Houston, Texas.
Made 2 investments in Insurance Brokers

Markd

Markd is a venture capital company focused on funding and partnering with transformative Insurtechs.
Made 5 investments in Insurance Brokers

ManchesterStory

ManchesterStory Group is a venture capital firm based in West Des Moines, Iowa, established in 2016 by Dave Miles and Matt Kinley. The firm specializes in investing in early-to-growth stage companies within the InsurTech, FinTech, and HealthTech sectors. As a Registered Investment Adviser, ManchesterStory Group focuses on identifying innovative startups and established companies that are poised for significant growth, aiming to provide strategic support and capital to enhance their development and market presence.
Made 6 investments in Insurance Brokers

True Global Ventures (TGV)

True Global Ventures is a unique, international, early-stage vehicle formed by the world's leading technology entrepreneurs-turned-angel-investors. True Global Ventures leverages the personal networks and expertise of its founders to support the next generation of superstar entrepreneurs. Founded by Dušan Stojanović, awarded Business Angel of the Year in Europe in 2013 and nominated as one of the top four angels in 2009 by the European Business Angel Network, the True Global Ventures team includes entrepreneur-angels from mainly Stockholm, Paris, Berlin, Beijing, Shanghai, Hong Kong, Silicon Valley and New York. With every partner having deep startup operating experience and successful exits as entrepreneurs, as well as the investment expertise that comes from having completed prior to True Global Ventures a combined total of over 350 angel investments, True Global Ventures gives new meaning to the term 'smart money'. They do invest money but on top of the money they are specialised in 5 areas: 1. Bringing in Customers and Partners 2. Internationalise the company 3. Help refinance the company with introductions of traditional VC, Loans and Private Equity Firms 4. Help acquiring companies as well as exiting the company 5. Recruiting in general and especially of engineers. True Global Ventures typically invests from USD 100 000 to USD 600 000 into very early stage companies lead exclusively by serial entrepreneurs, and then provides them with hands-on assistance and access to the extensive personal networks of the True Global Ventures partners. The investment vehicule is focused on highly scalable Internet, software and mobile applications, with companies that are headquartered in Silicon Valley, New York, Berlin, Paris, Stockholm, Beijing, Shanghai and Hong Kong, and who can make optimal use of the international perspective that True Global Ventures brings to the table. True Global Ventures does not invest in Hardware, Cleantech and Medtech.
Made 2 investments in Insurance Brokers

Benhamou Global Ventures

Benhamou Global Ventures is an early-stage venture capital firm founded in 2003 by Eric Benhamou and based in Menlo Park, California. The firm focuses on investing in innovative companies, particularly those involved in cloud technologies, virtual and software-defined networking, productivity applications, cybersecurity, mobility, and the Internet of Things. Additionally, it has a keen interest in startups that leverage enterprise artificial intelligence. With a commitment to building valuable companies, Benhamou Global Ventures aims to support the growth of technologies that shape the future of business and enhance operational efficiency.
Made 2 investments in Insurance Brokers

Service Provider Capital

Service Provider Capital is a venture capital firm established in 2014 and located in Golden, Colorado. The firm focuses on co-investing in seed and series A rounds, primarily in collaboration with institutional venture funds. It targets a diverse range of sectors, including artificial intelligence, machine learning, blockchain, cannabis, cybersecurity, e-commerce, education technology, fintech, hardware, information technology, robotics, and health. By concentrating on these industries, Service Provider Capital aims to support innovative companies at critical stages of their development.
Made 3 investments in Insurance Brokers

Greenlight Reinsurance

Greenlight Re (www.greenlightre.ky) is a specialist property and casualty reinsurance company based in the Cayman Islands and Ireland. The company provides a variety of custom-tailored reinsurance solutions to the insurance, risk retention group, captive and financial marketplaces. Established in 2004, Greenlight Re selectively offers customized reinsurance solutions in markets where capacity and alternatives are limited. With a focus on deriving superior returns from both sides of the balance sheet, Greenlight Re's assets are managed according to a value-oriented, equity-focused strategy that complements the Company's business goal of long-term growth in book value per share.
Made 4 investments in Insurance Brokers

Randall & Quilter Investment Holdings

R&Q is an AIM listed company specialising in a wide variety of insurance products and services. The Group was founded by Ken Randall and Alan Quilter in 1991. Since then, R&Q has pursued a buy and build strategy to create a comprehensive range of investment activities and services in the global non-life insurance market and is focused on the following four core areas.
Made 11 investments in Insurance Brokers

The Clear Group

Clear Insurance Management is the insurance broker entity of The Clear Group. We focus on providing specialist insurance solutions while maintaining the highest professional and ethical standards. We identify suitable insurance cover and ensure you’re protected. We work with you to establish the right protection for your business, for your people and for you.
Made 5 investments in Insurance Brokers

BHMS Investments

BHMS Investments, LP is a private equity firm established in 2010 and headquartered in New York City. The firm specializes in leveraged buyouts, industry consolidation, recapitalizations, growth capital, and distressed financing within the lower middle market segment. It is focused on a diverse range of sectors including business services, healthcare, logistics, hard industrials, and transportation, primarily targeting opportunities in the United States and Canada. BHMS Investments typically invests between $10 million and $35 million in companies with a minimum sales revenue of $10 million, emphasizing control investments. The firm's management team comprises experienced partners with backgrounds in finance, including private equity and distressed investing.
Made 5 investments in Insurance Brokers

Aon

Aon is a prominent global professional services firm headquartered in London, specializing in risk management, insurance brokerage, reinsurance, and human resources solutions. With a workforce exceeding 60,000 employees across 120 countries, Aon caters to a diverse range of industries, including healthcare, financial services, construction, and technology. The company offers tailored solutions in risk consulting, helping businesses optimize their risk financing structures. Its subsidiary, Aon Fire Protection Engineering, provides fire protection engineering and consulting services to various sectors. Additionally, Aon operates the Aon Center for Innovation and Analytics in Dublin, focusing on data analytics to drive product and service innovation. By delivering comprehensive risk, retirement, and health solutions, Aon enables organizations to make informed decisions that enhance their operational resilience and growth potential.
Made 3 investments in Insurance Brokers

Beazley Group

Beazley plc is the parent company of specialist insurance businesses with operations in Europe, the US, Canada, Latin America, Asia, the Middle East and Australia. Beazley manages six Lloyd’s syndicates and, in 2016, underwrote gross premiums worldwide of $2,195.6 million. All Lloyd’s syndicates are rated A by A.M. Best. In the US, our underwriters focus on writing specialist insurance products in the admitted market, backed by Beazley Insurance Company, Inc., an admitted property/casualty carrier in all 50 states; and surplus lines risks, backed by the Beazley syndicates at Lloyd’s. Beazley Insurance Company, Inc. is rated A by A.M. Best.
Made 5 investments in Insurance Brokers

Zurich Insurance Group

Zurich Insurance Group is a prominent multi-line insurance provider headquartered in Zurich, Switzerland. Established in 1872, the company offers a diverse array of general and life insurance products tailored for individuals, small businesses, mid-sized and large enterprises, as well as multinational corporations. With a presence in over 170 countries, Zurich aims to meet the varying needs of its clients by providing comprehensive coverage options, including life, property, and casualty insurance. In addition to its core insurance services, Zurich is increasingly focused on prevention initiatives that promote well-being and climate resilience. The company is committed to sustainability, targeting net-zero emissions by 2050 and actively engaging in projects such as reforestation and biodiversity restoration. Employing approximately 60,000 individuals, Zurich strives to create a positive impact while maintaining its reputation for responsible business practices.
Made 5 investments in Insurance Brokers

PIB Group

PIB Group is a growing group of insurance advisory businesses. we have grown rapidly through acquisitions and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.
Made 7 investments in Insurance Brokers

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.
Made 2 investments in Insurance Brokers

Integro

Integro is an insurance brokerage and risk management firm. Clients credit Integro's superior technical abilities and creative, collaborative work style for securing superior program results and pricing. The firm's acknowledged capabilities in brokerage, risk analytics and claims are rewriting industry standards for service and quality. Launched in 2005, Integro and its family of specialty insurance and reinsurance companies, some having served clients for more than 150 years, operate from offices in the United States, Canada, Bermuda and the United Kingdom.
Made 3 investments in Insurance Brokers

Aviva Life Insurance Company India

Aviva Life Insurance Company India Ltd. offers a comprehensive range of life and health insurance products and services designed to meet the diverse needs of its customers. Established in 2000 and headquartered in Gurgaon, India, the company provides individual plans encompassing savings, retirement, protection, investments, health, and rural needs, as well as group plans that include term insurance and credit protection. Aviva Life Insurance also caters to children's insurance needs and offers several products online. The company utilizes a strong sales force, including financial planning advisors, along with extensive distribution networks throughout India. As a subsidiary of Dabur Invest Corp., Aviva Life Insurance aims to help customers prepare for various life challenges and opportunities, ensuring financial security for the present and the future.
Made 3 investments in Insurance Brokers

UIL Finance

IL Limited, formerly Utilico Investments Limited, is a closed end investment company. The Company is engaged in investing the pooled funds of its shareholders in accordance with its investment objective and policy, generating a return for shareholders and spreading the investment risk. Its investment objective is to maximize shareholder returns by identifying and investing in investments across the world where the underlying value is not reflected in the market price.
Made 3 investments in Insurance Brokers

IA Capital Group

IA Capital Group, Inc. is a venture capital firm based in New York City, founded in 1992. Specializing in insurtech and fintech, the firm focuses on innovative early and growth stage companies within the insurance and financial services sectors. IA Capital Group engages in direct investments, including private equity, buyouts, and venture capital, targeting areas such as payments, financial infrastructure, property and casualty insurtech, health insurtech, and wealth technology. The firm invests between $1.5 million and $10 million in companies with sales exceeding $2 million, typically holding both majority and minority stakes. With a strong emphasis on strategic partnerships, IA Capital Group manages venture capital programs for multiple insurers and has a proven track record of fostering emerging growth companies across the United States, Canada, Central America, Mexico, and the Caribbean.
Made 8 investments in Insurance Brokers

Liquid 2 Ventures

Liquid 2 Ventures is a venture capital firm based in San Francisco, California, that specializes in seed-stage investments in technology startups. Founded in 2015 by Joe Montana, Mike Miller, and Michael Ma, the firm focuses on identifying and supporting early-stage companies with high growth potential in the tech sector. By providing both financial backing and strategic guidance, Liquid 2 Ventures aims to foster innovation and help emerging businesses navigate their initial stages of development.
Made 10 investments in Insurance Brokers

Fintel

Fintel is a fintech and support services company operating in the UK retail financial services sector. It specializes in providing financial data and intelligence through digital technologies. The company primarily focuses on intermediary services, offering compliance and regulation support to individual financial intermediary member firms, such as independent financial advisers, mortgage advisers, and wealth managers. Fintel also encompasses distribution channels and research segments, ensuring a comprehensive suite of services tailored to the needs of financial professionals. With a commitment to enhancing the operational efficiency of its clients, Fintel leverages its expertise and technological capabilities to deliver valuable insights and support within the financial services industry.
Made 1 investment in Insurance Brokers

Lightyear Capital

Lightyear Capital LLC is a private equity firm based in New York, established in 2000. The firm specializes in investing in the financial services sector, focusing on areas such as asset and wealth management, banking, brokerage, commercial and consumer finance, financial technology, healthcare financial services, insurance, payments and processing, specialty finance, and tech-enabled business services. Lightyear Capital typically targets middle-market companies with enterprise values under $500 million, making investments ranging from $25 million to $100 million, while also considering larger amounts. The firm aims to acquire controlling or majority stakes in its investments. With a team of principals averaging over 25 years of industry experience, Lightyear Capital is well-equipped to navigate the complexities of financial services investing.
Made 2 investments in Insurance Brokers

TA X

TA Associates Management is a private equity investment firm established in 1968 and headquartered in Boston, Massachusetts. The firm specializes in growth equity investments across five targeted sectors: technology, healthcare, financial services, consumer products and services, and business services. TA Associates focuses on investing in profitable and growing companies that exhibit potential for sustained expansion. Its investment activities are primarily concentrated in North America and Europe, with a strategy aimed at identifying opportunities within established markets. As a Registered Investment Adviser, TA Associates is committed to fostering the growth of its portfolio companies while maintaining a disciplined investment approach.
Made 10 investments in Insurance Brokers

The Baldwin Group

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.
Made 3 investments in Insurance Brokers

Synovus Financial

Synovus Financial Corp., based in Columbus, Georgia, is a financial services company with approximately $29 billion in assets. It operates through its wholly owned subsidiary, Synovus Bank, which offers a comprehensive range of commercial and retail banking services. These services include business banking, personal banking, mortgage services, and wealth management. Synovus Bank provides specialized offerings such as treasury management, asset-based lending, and international banking, along with financial planning and investment advisory services. The company serves customers through 28 locally-branded divisions, 253 branches, and 335 ATMs across Georgia, Alabama, South Carolina, Florida, and Tennessee. Founded in 1888 and originally known as Columbus Bank and Trust Company, Synovus Bank has been recognized for its reputation in the banking sector.
Made 2 investments in Insurance Brokers

American Family Ventures

American Family Ventures is a venture capital arm of American Family Insurance Company specializing in seed to series B, startup, growth capital, and early stage investments. It seeks to invest in companies that are developing technologies, concepts and business models relevant to our vision of the future of the insurance industry and areas related to insurance, FinTech, data/analytics, IoT and cyber security.home automation, connected vehicles, households and organizations in order to improve safety, efficiency and quality of life, data and analytics. It seeks to invest in companies that can improve American Family's core insurance business. The firm considers taking minority equity positions and invests between $0.5 million and $2 million. American Family Ventures was founded in 2010 and is based in Madison, Wisconsin with additional office in Madison, Wisconsin.
Made 7 investments in Insurance Brokers

Credit Suisse

Credit Suisse is a global financial services company that provides a wide range of advisory, investment, and banking services to diverse clients, including financial institutions, corporations, and governments. The firm operates through several segments, including Global Markets, Investment Banking & Capital Markets, and International Wealth Management, offering products such as over-the-counter derivatives, equities, fixed income securities, and foreign exchange services. It specializes in complex financial needs, offering advisory services on mergers and acquisitions, corporate restructurings, and capital raising through public and private placements. Additionally, Credit Suisse emphasizes a client-focused integrated banking strategy, aiming to deliver innovative financial solutions tailored to meet the unique demands of its clientele. Established in 1990 and headquartered in London, Credit Suisse International acts as a subsidiary of Credit Suisse AG, reflecting the company's commitment to global reach and cultural diversity in its operations.
Made 3 investments in Insurance Brokers

MetaProp

MetaProp is a New York-based venture capital firm established in 2015, specializing in the real estate technology sector, commonly known as PropTech. The firm has invested in over 175 technology companies that span the entire real estate value chain. It operates multiple funds catering to both financial and strategic real estate investors, providing access to a diverse portfolio that covers more than 20 billion square feet of real estate across various asset types and global markets. In addition to its investment activities, MetaProp engages in community leadership through initiatives such as the PropTech Place innovation hub and the MetaProp Accelerator at Columbia University. The firm also organizes global events like NYC Real Estate Tech Week and produces publications including the Global PropTech Confidence Index and PropTech 101, further establishing its role as a thought leader in the industry.
Made 7 investments in Insurance Brokers

iA Financial Group

Founded in 1892, iA Financial Group offers a comprehensive range of life and health insurance products, savings and retirement plans (RRSP, TFSA, etc.), mutual and segregated funds, securities, auto and home insurance, mortgages and car loans as well as a host of other financial products and services. Responsible for the administration and management of over $126.2 billion in assets, our publicly-listed company ranks among Canada’s largest and most prominent insurance companies. Thanks to our conservative investment policy, wise capital management practices and solid risk management culture, iA Financial Group enjoys financial stability and flexibility, which allows it to grow and withstand any potential economic shocks.
Made 2 investments in Insurance Brokers

Mitsui Sumitomo Insurance Company

Mitsui Sumitomo Insurance Company, Limited, headquartered in Tokyo, Japan, is a prominent provider of non-life insurance products. Founded in 1918, the company offers a diverse range of insurance solutions, including fire and allied, marine, personal accident, voluntary automobile, and compulsory automobile liability coverage. Mitsui Sumitomo was established in October 2001 through the merger of Mitsui Marine & Fire Insurance Co., Ltd. and The Sumitomo Marine & Fire Insurance Co., Ltd., combining their strengths to enhance service delivery and product offerings. As a subsidiary of MS&AD Insurance Group Holdings, Inc., Mitsui Sumitomo Insurance plays a significant role in the Japanese insurance market, catering to a wide array of customer needs.
Made 1 investment in Insurance Brokers

Crescent Capital Group

Crescent Capital Group is a global alternative investment firm established in 1991 and headquartered in Los Angeles, California. The firm focuses on investing in various debt securities across all levels of a company's capital structure, with particular emphasis on below investment grade credit. Its investment strategies include senior bank loans, high-yield bonds, mezzanine debt, distressed debt, and other private debt securities. Crescent Capital Group serves a diverse range of industries, including electronics, telecommunications, agriculture, healthcare, and financial services. With a team of approximately 60 investment professionals, the firm manages significant assets through both marketable securities and private investment partnerships, demonstrating its commitment to providing tailored financing solutions across multiple sectors. In addition to its Los Angeles headquarters, Crescent Capital maintains offices in New York, Boston, and London.
Made 1 investment in Insurance Brokers

Howden Group Holdings

Howden Group Holdings is an international insurance intermediary that operates both an insurance broking and underwriting agency. The company serves businesses across multiple regions, including Europe, Africa, the Middle East, Latin America, the United States, and Australasia. It provides a diverse range of services that includes unique risk services, insurance broking, and underwriting, tailored to various industries and risk classes. By offering these comprehensive solutions, Howden Group Holdings aims to help clients manage and mitigate potential uncertainties and risks effectively.
Made 2 investments in Insurance Brokers

Aflac

Aflac is a financial services company based in Columbus, Georgia, that specializes in supplemental and renewable insurance solutions for individuals and businesses in the United States and Japan. Founded in 1955, Aflac provides a diverse range of insurance products, including accident, cancer, critical illness, life, hospital, short-term disability, dental, and vision insurance. The company markets its offerings primarily through independent distributors, with a significant focus on direct sales to consumers at their workplaces. In addition to its insurance products, Aflac offers various services to employers, such as cafeteria plans, policyholder change plans, COBRA administration, and enrollment solutions. Aflac also has a venture capital arm, Aflac Corporate Ventures, which invests in early-stage companies in both the United States and Japan, fostering innovation in the insurance sector.
Made 1 investment in Insurance Brokers

Applied Underwriters

Applied Underwriters specializes in providing global risk services, focusing on workers' compensation insurance and broader financial solutions. The company aims to assist governments, businesses, and individuals in navigating financial risks by employing innovative approaches to traditional insurance and reinsurance practices. By emphasizing a deep understanding of the complexities of risk and the human factors involved, Applied Underwriters helps small and mid-sized businesses effectively manage their risks and uncover profitable opportunities. The firm has built a reputation for its disciplined financial strength, earning high ratings for its insurance products, and it is committed to sustainability and community development through its operations. With a global perspective, Applied Underwriters extends its capabilities to various markets, fostering economic growth and improved living standards by connecting people and capital in creative ways.
Made 1 investment in Insurance Brokers

The Carlyle Group

The Carlyle Group is a global alternative asset manager founded in 1987, specializing in private equity, real assets, and investment solutions. The firm invests in both early and later-stage companies across various sectors, focusing on leveraged buyouts, venture and growth capital, real estate, and leveraged finance investments. Carlyle aims to achieve attractive risk-adjusted returns by investing significant capital into businesses and management teams, emphasizing long-term value creation strategies to enhance the potential of its portfolio companies. Through its diverse investment approach, Carlyle seeks to deliver substantial capital appreciation and maintain a strong presence in the global financial markets.
Made 12 investments in Insurance Brokers