Cornerstone Financing
Debt Financing in 2024
Cornerstone Financing is a financial services company that helps homeowners access and utilize their home equity for various financial planning purposes. It offers a unique, patent-pending insurance and investment funding approach, allowing clients to convert their home equity into tax-free cash, thereby enhancing their financial security and future planning.
Oka, The Carbon Insurance Company
Seed Round in 2024
Oka, The Carbon Insurance Company, aims to enhance the carbon credit market by offering insurance solutions tailored for companies and organizations involved in this sector. By focusing on establishing a more secure and transparent market, Oka seeks to promote higher-quality offset projects that yield genuine impacts on climate change. The company leverages advanced technology in earth monitoring and global environmental data, along with strategic partnerships, to assess risks and create suitable carbon credit insurance policies. This approach provides clients with security and confidence in an otherwise unregulated and opaque market, enabling them to meet sustainability objectives and transition towards net-zero emissions.
Tivly
Venture Round in 2022
Founded in 2009, Tivly is a business intermediary headquartered in Saint Petersburg, Florida. It specializes in facilitating commercial insurance purchases for small businesses across various sectors.
Ripe Thinking
Acquisition in 2021
Ripe Thinking is an insurtech company that specializes in providing digital insurance solutions designed to be easy to purchase and understand. The firm focuses on delivering a range of insurance products tailored to various sectors, including sports, leisure, businesses, individuals, and valuables. By leveraging technology and industry expertise, Ripe Thinking aims to simplify the insurance experience for its clients, ensuring that the offerings are straightforward and free from complicated jargon. This approach enables customers to effectively manage risks and protect against unforeseen events.
Five Sigma
Series A in 2021
Founded in 2017, Five Sigma develops a cloud-native SaaS platform for automating claims management processes in the insurance industry. Its solution uses AI/ML capabilities to simplify claims processing, improve adjuster decision-making, reduce errors and leakage, enhance compliance, and boost customer experience.
ERS Insurance
Private Equity Round in 2021
ERS Insurance Group is a leading provider of personal lines insurance, specializing in motor insurance services within the United Kingdom. The company offers a diverse range of coverage options for everyday vehicles, including private and classic cars, vans, motorcycles, taxis, and agricultural vehicles. Additionally, ERS Insurance addresses household and personal accident insurance needs. The firm also provides underwriting, insurance broking, and outsourcing services, allowing brokers and insurers to develop tailored products that effectively meet customer requirements. With a focus on specialist risk insurance, ERS Insurance aims to create a dynamic and coherent business model in a sector that remains under-exploited by competitors.
Quintes Holding
Private Equity Round in 2020
Quintes Holding B.V. is an independent insurance broker based in Culemborg, the Netherlands. Established in 2012, the company provides financial advice to both individuals and businesses, focusing on tailored insurance solutions. In addition to its brokerage services, Quintes Holding offers proxy plus services, enhancing its ability to meet diverse client needs in the insurance market.
Ontellus
Acquisition in 2020
Ontellus is a leading provider of record retrieval services for insurance carriers, self-insured corporations, and law firms. It leverages extensive industry experience and advanced technology to deliver comprehensive records procurement solutions, enabling clients to make informed decisions and expedite claims resolution.
Relation Insurance
Acquisition in 2019
Relation Insurance is a leading insurance broker offering superior risk management and benefits consulting services across the U.S. It ranks among the top 45 largest agencies by revenue and employs nearly 500 staff in over 30 locations nationwide, specializing in property casualty insurance for education, employee benefits, public entities, and transportation sectors.
Armour Group
Private Equity Round in 2018
Armour is a leader in the P&C run-off and headquartered in Bermuda.
The business has multiple capabilities including the new re-insurer working with the established asset management and specialist servicing companies. It is a leading provider of capital and services to the global P&C run-off market. Armour specializes in the creation and implementation of run-off solutions, services and acquisitions within the global insurance and reinsurance market place.
Simply Business
Acquisition in 2016
Simply Business is the largest business insurance broker in the UK, specializing in providing tailored insurance solutions for small businesses, landlords, and shops. Based in London, the company offers a variety of flexible coverage options, including public liability insurance, allowing clients to compare quotes from leading insurers. Customers can easily purchase policies online and receive instant coverage, along with immediate access to their insurance documents. Recognized for its commitment to customer service, Simply Business has been acknowledged in The Sunday Times Best Companies list. The company focuses on helping clients manage and mitigate future risks through its comprehensive commercial insurance brokerage services.
Wellington Insurance Group
Acquisition in 2016
Wellington Insurance Group, Inc. is an insurance risk distribution and financial services organization headquartered in Fort Worth, Texas. The company operates through various subsidiaries, specializing in the underwriting of low-severity and short-tailed risks within the personal lines insurance market. With a strong focus on specialized expertise and market knowledge, Wellington provides tailored insurance solutions. Its financial service capabilities are supported by collaborations with prominent names and regulatory bodies in the insurance and reinsurance sectors, ensuring a high level of service and reliability for its clients.
Beach & Associates
Acquisition in 2014
Beach & Associates Limited is an independent reinsurance brokerage firm based in Toronto, Canada, founded in 1988. The company specializes in providing a comprehensive range of reinsurance products and advisory services to address the complex needs of its clients. Its offerings include property casualty reinsurance for various sectors, such as technical risks, offshore energy, and workers' compensation, as well as corporate aggregate protection products like whole account stop loss and parametric catastrophe coverage. Beach & Associates is recognized for its ability to develop alternative reinsurance solutions tailored to specific client requirements, leveraging the expertise of its experienced senior management team. The firm also provides essential services including account management, reinsurance contract negotiation, claims assistance, and premium collection. Operating as a subsidiary of Acrisure, LLC, Beach & Associates has built a strong reputation for placing reinsurance programs that meet complex and technical business demands.
Alacrity Solutions Group
Acquisition in 2014
Founded in 1976, Alacrity Solutions Group provides comprehensive property and casualty claims assessment and processing services. It offers claim administration services, housing management for emergency response and recovery activities, specialty staffing services, and more. The company serves insurance companies, commercial clients, and government sectors, with a focus on streamlining the claims process through advanced technology and skilled professionals.
Equity Insurance Group
Acquisition in 2013
Equity Insurance Group is a specialist motor insurer.
ERS Insurance
Acquisition in 2012
ERS Insurance Group is a leading provider of personal lines insurance, specializing in motor insurance services within the United Kingdom. The company offers a diverse range of coverage options for everyday vehicles, including private and classic cars, vans, motorcycles, taxis, and agricultural vehicles. Additionally, ERS Insurance addresses household and personal accident insurance needs. The firm also provides underwriting, insurance broking, and outsourcing services, allowing brokers and insurers to develop tailored products that effectively meet customer requirements. With a focus on specialist risk insurance, ERS Insurance aims to create a dynamic and coherent business model in a sector that remains under-exploited by competitors.