Insurance & Financial Services

Insurance & Financial Services

Our Insurance & Financial Services team offers private equity sponsors a breadth of expertise to help them leverage the opportunities in this highly regulated and rapidly changing industry. Our team operates across all major sectors of Insurance & Financial Services.

Insurance & Financial Services Sectors

Select from the list below.
  • Auto Finance and Insurance (F&I) Products
  • Captive Insurance Services
  • Claims Handling/Loss Adjusting
  • MGAs/MGUs/Program Managers
  • Retail Brokers
  • Risk-Bearing Insurance Carriers
  • Other Related Insurance Services Wholesale Brokers
  • Workers’ Compensation Bill Review and Case Management
See All Transactions

Deal Announcements

Portfolio Group and Capital Z Partners Insurance & Financial Services MidAtlantic Capital Group and Parthenon Capital Partners Insurance & Financial Services Propel Insurance Agency, LLC and Flexpoint Ford, LLC Insurance & Financial Services Peter C. Foy and BHMS Investments Insurance & Financial Services ReSource Pro and DFW Capital Partners Insurance & Financial Services CRS Temporary Housing and GenNx360 Insurance & Financial Services Mercer Advisors, Inc. and Genstar Capital Insurance & Financial Services HighTower Advisors and Thomas H. Lee Partners Insurance & Financial Services Institutional Cash Distributors and Parthenon Capital Partners Insurance & Financial Services Center Square Investment Management and Lovell Minnick Partners Insurance & Financial Services Zenith American and Beecken Petty O’Keefe Insurance & Financial Services ClearBalance and Angelo, Gordon & Co. Insurance & Financial Services Hanson McClain Advisors and Parthenon Capital Partners Insurance & Financial Services Prime Risk Partners and Thomas H. Lee Partners Insurance & Financial Services Worley Claims Services and Aquiline Capital Partners Insurance & Financial Services U.S. Risk and Kohlberg & Company Insurance & Financial Services Consolidated Services Group and Excellere Partners Insurance & Financial Services ARC Excess & Surplus, LLC and Stone Point Capital Insurance & Financial Services Acrisure, LLC and ABRY Partners, LLC Insurance & Financial Services Wealth Enhancement and Lightyear Capital Insurance & Financial Services Goosehead Insurance Insurance & Financial Services Alera Group Holdings, Inc. and Genstar Capital Insurance & Financial Services Hodges Mace, LLC and Stone Point Capital Insurance & Financial Services

Team

Meet our Insurance & Financial Services Team
William Kindorf William Kindorf

William Kindorf

Managing Director

Relationship Management
Head of Specialty Industries
Jason Schryver Jason Schryver

Jason Schryver

Managing Director

Relationship Management

Insurance & Financial Services
Clayton Bruce Clayton Bruce

Clayton Bruce

Director

Underwriting & Portfolio Management

Insurance & Financial Services
Dante Arciero Dante Arciero

Dante Arciero

Vice President

Underwriting & Portfolio Management
Insurance & Financial Services
David Kelly David Kelly

David Kelly

Vice President

Underwriting & Portfolio Management

Insurance & Financial Services