Insurance Advisory Partners

We specialize in sell-side and buy-side M&A, capital raises, newco formations and general strategic advice focused solely on the insurance industry.

Description of Product or Services you would like to promote in the Association:

Insurance Advisory Partners ("IAP") is an independent, employee-owned investment banking partnership focused exclusively on the global insurance, insurance services and insurtech industry. We provide our clients with a broad range of capital raising, M&A advisory and strategic advice. Our product offering includes: 

• Sell-Side M&A Advisory
• Buy-Side M&A Advisory
• Capital Raising
• Valuations
• IPO Advisory
• NewCo Formations
• Fairness Opinions
• Strategic Alternatives
• Business Plans 

How does your product or service specifically target/benefit Program Administrators:

Our experience gives us a unique perspective and insight into the strategic challenges and opportunities facing the industry and our clients. We have significant transaction and operational experience within each vertical of the insurance industry. This allows us to provide a thoughtful and holistic view when advising MGAs/MGUs/program administrators on accelerating growth, perpetuation, or another strategic initiative.

What differentiates your product from others in the marketplace?

• Unparalleled insurance industry experience and expertise
• Honest, transparent, objective, and thoughtful advice
• Keen industry insight and deep industry relationships
• Obsessed with delivering unmatched client service
• Extensive M&A and capital-raising experience
• Providing constant senior-level care and attention
• No conflicts; always acting in the best interest of our clients
• Superb deal judgment & negotiating expertise
• Known for creative, innovative, and unique ideas