Search Results for: insurance services

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners
InsurTech News

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

Fintech News Desk
Partnership with Management to Support Company’s Next Phase of Growth K2 Insurance Services, a leading independent specialty insurance program manager, announced that Warburg Pincus, a leading global growth investor, has agreed to acquire the company from Lee Equity Partners, LLC a growth oriented middle market private equity firm. The investment......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Incenter Insurance Solutions Announces Lender Insurance Services, Bringing More Efficiency To The Commercial Lending Process
InsurTech News

Incenter Insurance Solutions Announces Lender Insurance Services, Bringing More Efficiency To The Commercial Lending Process

Fintech News Desk
Offerings Include Real Estate Investment Portfolio Reviews and Specialty Insurance for Short-Term Opportunities Incenter Insurance Solutions, part of the Incenter family of companies, announced its Lender Insurance Services. “Our Lender Insurance Services not only empower our clients to ensure compliant insurance coverage across all investment properties; they help them do so efficiently......
Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services
InsurTech News

Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services

Fintech News Desk
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the merger of its client, Peak Performance Team, Inc. with PCF Insurance Services of the West, LLC. The acquisition closed on July 15, 2022. Latest Fintech News: Accenture Invests in pulsESG to Advance ESG......
WSFS Announces Sale of BMT Insurance Advisors to Patriot Growth Insurance Services, LLC
InsurTech News

WSFS Announces Sale of BMT Insurance Advisors to Patriot Growth Insurance Services, LLC

Fintech News Desk
WSFS Financial Corporation announced it sold the business of BMT Insurance Advisors (BMTIA), an independent insurance brokerage and risk management consulting firm throughout the United States that builds custom insurance solutions for consumers and businesses, to Patriot Growth Insurance Services, LLC (Patriot). The deal includes an offer of continuing employment......
G2 Insurance Services Joins Relation Insurance Services
InsurTech News

G2 Insurance Services Joins Relation Insurance Services

Fintech News Desk
Transaction brings one of the nation’s leading independent insurance brokerage firms to Relation; will expand national footprint and areas of expertise. Relation Insurance Services one of the largest and fastest-growing national insurance agencies, announcedit has acquired the assets of California-based G2 Insurance Services, LLC (“G2”). The transaction brings an established,......
SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity
InsurTech News

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Fintech News Desk
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has acquired SkyPoint......
Inszone Insurance Services Announces the Acquisition of Caleb Insurance and Financial Services
Finance InsurTech News

Inszone Insurance Services Announces the Acquisition of Caleb Insurance and Financial Services

Fintech News Desk
Agency Becomes the 3rd acquisition for Inszone in Texas Inszone Insurance Services, a rapidly growing national provider of benefits, personal, and commercial lines insurance, announced the acquisition of Caleb Insurance and Financial Services, Inc. “Combined with Inszone’s resources, market access and process and procedures, we are excited for the growth......
C3 Risk & Insurance Services Elected as Partner by Assurex Global
InsurTech News Risk Management

C3 Risk & Insurance Services Elected as Partner by Assurex Global

Fintech News Desk
Insurer now included in exclusive group of 97 independent brokerages comprising the worldwide partnership C3 Risk & Insurance Services (C3), a San Diego-based specialty insurance brokerage, announced its membership in Assurex Global, the world’s largest privately held commercial insurance, risk management and employee benefits brokerage group, on March 15, 2022. While......
Relation Insurance Services Acquires the Assets of Ernie Yarborough Insurance Agency
InsurTech News

Relation Insurance Services Acquires the Assets of Ernie Yarborough Insurance Agency

Fintech News Desk
Transaction adds to Relation’s presence in South Carolina Relation Insurance Services, one of the largest and fastest-growing national insurance agencies, announced it acquired the assets of South Carolina-based Ernie Yarborough Insurance Agency (“Yarborough”). Yarborough was previously part of Nationwide Mutual Insurance Company’s (“Nationwide”) exclusive distribution model. Terms of the transaction......
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