Press Releases

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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IAP Acted As Exclusive Financial Advisor To Optio On Its Acquisition Of Custodian Management Ltd

May 12, 2025

On May 8, 2025, Optio, a leading international specialty MGA group, announced the acquisition of UK-based MGA Custodian Management Ltd, a highly respected professional indemnity and management liability specialist.

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IAP Acted As Exclusive Financial Advisor To Certain Funds Managed By Stone Point Capital LLC In Connection With The Sale Of Their Majority Stake In ARC Excess & Surplus, LLC (“ARC”) To CRC Group (“CRC”)

May 2, 2025

On May 1, 2025, CRC Group announced its acquisition of ARC Excess & Surplus, LLC from certain funds managed by Stone Point Capital LLC. ARC meaningfully strengthens CRC’s specialty capabilities, placing over $1bn in annual premium, focused on management and professional liability.

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IAP Acted As Exclusive Financial Advisor To Patriot Select & Placement Agent For The Notes

Apr 15, 2025

On April 15th, 2025, Patriot Select Property & Casualty Insurance Company (“Patriot”) announced that it is entering the residential property insurance market in Florida and has raised capital in the form of promissory notes and surplus notes (collectively, the “Notes”) from a consortium of institutional investors, individual investors and strategic partners. Additionally, Patriot expects to obtain a financial strength rating acceptable to all mortgage markets in Q2 2025.

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