Sammons Financial Group

Sammons Financial Group is an insurance holding company whose member companies offer financial services and retirement products. They offer life insurance, annuities, retirement-planning products, and portfolio-management solutions.

Esfand Dinshaw

President and Executive Committee Member

4 past transactions

Ruby Reinsurance

Post in 2023
Ruby Re will reinsure RGA business and will not deal with clients directly at first. Ruby Re will receive an automatic quota share of all future qualifying business from RGA (subject to certain criteria, such as achieving underwriting requirements and regulatory clearances).

Beacon Capital Management

Acquisition in 2021
Beacon Capital Management, Inc. is an employee-owned investment management firm based in Centerville, Ohio, founded in 2001. The firm primarily serves individual investors, pension and profit-sharing plans, and corporations by offering tailored investment management and consulting services. Beacon Capital focuses on creating client-specific equity and fixed income portfolios, investing in global public equity markets, emerging markets, mutual funds, and exchange-traded funds. For its equity investments, the firm emphasizes growth and value stocks of small-cap companies across various sectors, while its fixed income strategy includes bonds, debt securities, and government securities. Utilizing a combination of fundamental and quantitative analysis, as well as in-house research, Beacon Capital aims to deliver innovative portfolio management solutions and proprietary risk management strategies, with the goal of providing consistent returns for mid to long-term investors.

Bestow

Series C in 2020
Bestow Inc. is a digital insurance company based in Dallas, Texas, specializing in life insurance services. Founded in 2016 by Jonathan Abelmann and Melbourne O'Banion, Bestow leverages data-driven technology and algorithmic underwriting to assess risks efficiently. The company partners with prominent life insurance carriers to enhance financial stability for individuals by streamlining processes from origination and underwriting to administration. Bestow aims to reduce costs and maximize efficiency in the life insurance sector, positioning itself as a leading platform in this market.

Bestow

Series B in 2020
Bestow Inc. is a digital insurance company based in Dallas, Texas, specializing in life insurance services. Founded in 2016 by Jonathan Abelmann and Melbourne O'Banion, Bestow leverages data-driven technology and algorithmic underwriting to assess risks efficiently. The company partners with prominent life insurance carriers to enhance financial stability for individuals by streamlining processes from origination and underwriting to administration. Bestow aims to reduce costs and maximize efficiency in the life insurance sector, positioning itself as a leading platform in this market.
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