50+ total transactions — 12 tracked below spanning 2019–2026 · 4 industries
Exclusive financial advisor to Xceedance, a global provider of technology-enabled insurance services, data, and digital solutions, on growth investment from Portage Capital Solutions.
Exclusive financial advisor to Neo Insurance Solutions, a Miami-based technology-enabled MGA and IMO focused on U.S. health insurance market, on equity investment from ITOCHU Corporation.
Exclusive financial advisor to Bees360, a Houston-based provider of drone-enabled property inspection services to P&C insurance industry, on sale of its claims division to Eberl Claims Service.
Exclusive financial advisor to CalcFocus, a provider of cloud-native policy administration and illustration solutions to life, health, and annuity insurance markets, on growth investment from Pamlico Capital.
Exclusive financial advisor to Insurance Systems Inc., a Toronto-based provider of enterprise software solutions to P&C insurance industry, on investment from NexPhase Capital.
Exclusive financial advisor to Flyreel, a Denver-based property insurtech using AI and machine learning for self-service home inspections, on its sale to LexisNexis Risk Solutions.
Exclusive financial advisor to AgencyBloc, a leading agency management system purpose-built for life and health insurance agencies/brokers/MGAs, on strategic equity investment from Resurgens Technology Partners.
Exclusive financial advisor to Epic-Premier Insurance Solutions, a leading provider of end-to-end core systems software for MGAs, program managers, and wholesale brokers, on its sale to Insurity.
Exclusive financial advisor to WELIS, a premier provider of mission-critical life and annuity illustration software for US insurance carriers, on its sale to iPipeline.