Deal History

Recapitalization and growth capital investment in Vanguard Claims, a leading third-party administrator and independent adjusting platform serving global Lloyd's of London markets and domestic U.S. insurance customers. Investment supported technology expansion, data reporting enhancement, and disciplined acquisition strategy for founder-led consolidation platform.

Exclusive sell-side advisory on acquisition by Longshore Capital Partners of Southwest Adjusters, a leading multi-line independent insurance adjustment agency headquartered in Dickinson, Texas. SWA provides nationwide outsourced insurance claim adjusting services for property, catastrophe, desk, and damage appraisal claims across major carriers. Transaction included growth strategy for add-on acquisitions.

Sell-side advisory to shareholders on acquisition of Aegis Corporation by Charles Taylor, a UK-based insurance and professional services platform. Aegis provides risk pools and self-insured entities with customized insurance products and claims management services. Strategic acquisition within insurance services sector.

Buy-side advisory to Davies Group on acquisition of Wakely Actuarial, a provider of actuarial consulting and software services to insurance companies, health plans, and other financial institutions. Transaction reflects consolidation within professional services and actuarial consulting sectors.

Advisory on acquisition of DocuPhase, a technology-enabled document and workflow platform serving the financial services industry. The platform provides document management and process automation solutions for banks, insurers, and other financial institutions.

Sell-side advisory on acquisition of LeaseDimensions, a financial services technology firm providing lease accounting and asset management software, by Genpact, a global business process management and financial services BPO firm. Transaction reflected consolidation of financial process outsourcing businesses.