Insurance Sector Advisors & Consultants
Transaction support for the Insurance Distribution and Insurance Tech sectors.
Benefit From Our Experience
Transactions that are well designed and well placed, are more likely to succeed. We have more than four decades of experience building and funding insurance-related companies.
Presentation
How you tell your story is as important as the story you tell. We will make sure that your vision and strength is clear to investors.
Negotiation
Our experience in structuring transactions to meet the needs of all parties increases the likelihood of a successful close and future relationship
Due Diligence
We'll ask the questions that need to be addressed before you can close. At closing, we can facilitate your due diligence process.
Post-Transaction Support
We stay on with many clients; helping them grow as companies and as leaders.
Strategic Development
Our network of relationships help your company reach its potential faster by connecting you with industry leaders who support your goals.
Board Representation
We have decades of experience managing and advising growing companies.
Execution Support
Post-funding, executing your plan for growth becomes critical. We'll help you manage the challenges of rapid growth while delivering on your commitments to investors and partners.