Gallatin Point Capital

Founded in 2017, Gallatin Point Capital is a Connecticut-based investment firm focused on equity and debt investments within the financial services sector. The company aims to generate attractive risk-adjusted returns by identifying, acquiring, and intensively overseeing a portfolio of businesses and assets.

Jerry Chang

COO and CFO

Zhak Cohen JD

Managing Director and Member of the Investment Committee

Conor Eckert

Investment Associate

Sophie Gilson

Investment Analyst

Neil Glosman

Managing Director

Michael Halford

Managing Director

David Molyneux

Managing Director

Zachary Moran

Associate

David Moran

Managing Director and Head of Income Strategies

James Qian

Vice President

Stefan Schmitz

Managing Director

Harrison Schorr

Investment Associate

Jack Stein

Vice President

Nick Tavel

Investment Associate

Lance Toler

Managing Director

Derek Walker

Managing Director

Andrew Yates

Vice President

Sammi Zhang

Investment Associate

10 past transactions

The Baldwin Group

Post in 2025
Founded in 2011 by Kris Wiebeck and Lowry Baldwin, The Baldwin Group is an independent firm specializing in insurance and risk management. Headquartered in Tampa, Florida, the company offers tailored solutions for businesses, focusing on holistic risk management, insurance, employee benefits, and reinsurance.

Honey Insurance

Series A in 2024
Honey Insurance is Australia's first smart home insurance provider, dedicated to preventing avoidable accidents in households. The company offers flexible coverage options that cater to essential needs as well as additional valued possessions. By equipping customers with smart home sensors, Honey proactively protects against common incidents such as fire, theft, and water damage. This innovative approach allows homeowners and landlords to receive alerts for potential mishaps, thereby reducing risk and ensuring a more efficient insurance experience. Honey Insurance aims to transform the traditional home insurance model by focusing on prevention rather than reaction.

Delos Insurance

Seed Round in 2023
Delos Insurance is a digital property insurer serving homeowners in catastrophe-prone regions where traditional carriers are scarce or expensive. The company addresses underwriting challenges driven by low-resolution catastrophe models that cause insurers to pull back from high-risk markets. Leveraging deep expertise in data science and aerospace engineering, Delos develops high-resolution catastrophe models and a home risk-rating system to improve risk assessment. Its platform combines climate and catastrophe modeling with patented artificial intelligence risk models to underwrite comprehensive policies and deliver risk-mitigation services where others have exited. By actively managing client risk and innovating on product design, Delos helps homeowners prepare for likely perils and obtain more reliable coverage in high-risk areas.

Pie Insurance

Series D in 2022
Pie Insurance is a technology-enabled workers’ compensation insurer that provides online coverage to small businesses. The company uses high-quality data sets and analytics to segment and price policies, assess risk, and pass savings to owners, supported by an online experience and a price predictor that estimates risk profiles and pricing. It began selling policies in 2018 and is based in Washington, DC, led by co-founder and CEO John Swigart. Pie targets small and medium-sized enterprises, aiming to increase transparency in coverage and empower business owners to make informed purchasing decisions. The business emphasizes straightforward, data-driven underwriting and seeks to expand through strategic initiatives to offer scalable workers’ comp solutions via a digital platform.

Insurance Supermarket International

Private Equity Round in 2022
Founded in 2009, Insurance Supermarket International specializes in technology-driven life insurance solutions. It simplifies access to affordable coverage, offering a range of personal protection products including term life, health, critical illness, disability, and long-term care insurance.

Congressional Bank

Funding Round in 2021
Congressional Bancshares, Inc. is the bank holding company for Congressional Bank, a community bank based in Bethesda, Maryland. Established in 2005, Congressional Bank provides a range of commercial banking services to customers in Maryland and the District of Columbia. The bank focuses on serving the financial needs of local businesses and individuals, emphasizing personalized service and community engagement.

Varo Bank

Series D in 2020
Varo Money, Inc. is a digital bank based in San Francisco, California, that offers a range of online banking products and services, including bank and savings accounts, checking accounts, and overdraft protection. Established in 2015 and known for being the only U.S. consumer fintech with a national bank charter, Varo aims to serve as a comprehensive banking partner for millions of Americans, especially those seeking better financial solutions. The company combines fintech innovation with the security of a chartered bank, providing tools and insights to enhance financial resilience for its customers. Varo's platform also includes features such as spending analysis, real-time budgeting, cash flow forecasts, direct deposits, and online bill payments, all designed to empower users to make informed financial decisions and improve their overall financial well-being.

Pie Insurance

Series B in 2020
Pie Insurance is a technology-enabled workers’ compensation insurer that provides online coverage to small businesses. The company uses high-quality data sets and analytics to segment and price policies, assess risk, and pass savings to owners, supported by an online experience and a price predictor that estimates risk profiles and pricing. It began selling policies in 2018 and is based in Washington, DC, led by co-founder and CEO John Swigart. Pie targets small and medium-sized enterprises, aiming to increase transparency in coverage and empower business owners to make informed purchasing decisions. The business emphasizes straightforward, data-driven underwriting and seeks to expand through strategic initiatives to offer scalable workers’ comp solutions via a digital platform.

Phoenix Financial

Post in 2019
Phoenix Financial is a dynamic Leader in Israeli insurance, asset management, and financial services. Managing $130 billion in assets, Phoenix continues to access Israel's vibrant and innovative economic activity by providing a robust portfolio of products and services for private and corporate clients. The company creates value for its clients and distribution partners through service excellence and constant innovation. Group subsidiaries include Phoenix Insurance, Phoenix Investment House, Phoenix Pension & Provident Funds, Phoenix Gama, and Phoenix Agencies.

Acrisure

Founded in 2005, Acrisure is a leading U.S.-based insurance brokerage company specializing in property and casualty, benefits, and specialty lines for medium to large commercial clients.
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