Publications

IAP served as exclusive financial advisor to Assured Guaranty Ltd. on its entry into the annuity reinsurance market through the acquisition of Warwick Re Ltd.

Jan 21, 2026

On January 21, 2026, Assured Guaranty Ltd. (NYSE: AGO), the leading financial guarantor, announced its entry into the annuity reinsurance market through the acquisition of Warwick Re Ltd. (“Warwick Re”), a Bermuda-based life and annuity reinsurer.

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IAP Served As Exclusive Financial Advisor To SiriusPoint On Expansion Of IMG Following Acquisition Of Assist America

Dec 23, 2025

On December 23, 2025, SiriusPoint Ltd. (NYSE: SPNT), a global specialty insurer and reinsurer, announced that International Medical Group (“IMG”), a leader in global insurance benefits and assistance services, and SiriusPoint’s wholly owned subsidiary, will acquire Assist America, a global travel assistance services provider.

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The M&A Continuum in Insurance – The Voice of Insurance Podcast

Oct 22, 2025

The Voice of Insurance recently feature Tony Ursano, Managing Partner & Co-Founder at Insurance Advisory Partners, and Joe Plumeri, Chairman of Insurance Advisory Partners and former CEO of Willis Group.

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IAP served as Exclusive Financial Advisor to INSTANDA on its Investment Round led by CommerzVentures

Oct 16, 2025

On October 15, 2025, INSTANDA announced it has finalized a $20 million investment round led by CommerzVentures, alongside additional backing from existing investors Toscafund, Dale Ventures and former Hiscox CEO Bronek Masojada.

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IAP is Serving as Exclusive Financial Advisor to Lee Equity in Connection With its Investment in Arcadian.

Oct 6, 2025

On October 6, 2025, Lee Equity Partners, LLC (“Lee Equity”) announced its investment in Arcadian Risk Capital (“Arcadian”) by funds managed by Lee Equity.

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IAP Served as Exclusive Financial Advisor to Cytora Limited (“Cytora”) on its Sale to Applied Systems, Inc. (“Applied”)

Sep 9, 2025

Cytora is the pioneer of Generative AI applied to commercial insurance workflows that digitize risk workflows at unparalleled levels of performance, configurability and scalability across the enterprise. Its AI-driven digital risk processing platform enables carriers, MGAs, and brokers to digitize their intake and streamline the full policy lifecycle – from submission to claims servicing, mid-term adjustments, endorsements, and renewals.

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IAP is Serving as Financial Advisor to Aspen Insurance Holdings Limited (“Aspen”) (NYSE: AHL) on its Sale to a wholly owned subsidiary of Sompo International Holdings Ltd.

Aug 28, 2025

On August 27, 2025, Sompo Holdings, Inc., (“Sompo”) (8630.T) announced that a wholly owned subsidiary of Sompo International Holdings Ltd., has entered into a definitive merger agreement pursuant to which it will acquire 100% of the issued Class A ordinary shares of Aspen Insurance Holdings Limited (“Aspen”) (NYSE: AHL) for $37.50 per share in cash, representing aggregate consideration of approximately $3.5 billion.

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IAP Is Serving As Financial Advisor To CRC Group In Connection With Its Agreement Which Envisages The Acquisition Of Atrium’s Managing Agency From Investment Funds Managed By Stone Point Capital LLC And Other Investors

Jul 7, 2025

On July 7, 2025, CRC Group, one of North America’s leading independent wholesale specialty insurance distributors, announced an agreement with Atrium Underwriting Group Ltd. which envisages the acquisition of Atrium’s managing agency, a premier underwriting business at Lloyd’s that manages Syndicate 609, from investment funds managed by Stone Point Capital LLC and other investors.

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IAP Served as Exclusive Financial Advisor to Pinnacle Underwriting Pty Ltd and Pinnacle Holdings Group Pty Ltd (collectively, “Pinnacle Underwriting”) on the Sale to United Risk Global, LLC (“United Risk”)

Jun 18, 2025

On June 18, 2025, United Risk announced the acquisition of Pinnacle Underwriting. This transaction bolsters United Risk’s capabilities, scale, and geographic presence as one of the largest MGAs in the world.

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Insurance Advisory Partners Has Been Named the M&A Advisor of the Year by the Program Manager

Jun 4, 2025

This recognition is a testament to the dedication, insight, and relentless focus of our entire team at Insurance Advisory Partners as we strive to build the highest quality insurance investment banking business in the world. We’re proud to support program managers with strategic M&A advice that drives long-term success and transformation in the insurance industry.

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