Founders' Message

Insurance Advisory Partners was formed to fill a void in the insurance and insurtech advisory landscape where highly experienced, objective and insightful strategic, M&A and capital raising advice is hard to come by. We have seen the industry close up from the lens of investment banks, commercial banks, retail brokers, reinsurance brokers, a (re)insurance carrier, a cyber-risk advisor, and an insurtech venture capital fund. We believe this diverse and deep experience will make us highly effective advisors to both the traditional insurance and emerging insurtech sectors.

At Insurance Advisory Partners, we are obsessively committed to providing our clients with senior-level care and attention, unmatched industry expertise, and access to our deep and broad industry relationships. We will not delegate our responsibility to our clients to junior-level staff. And we will always act with the utmost integrity delivering, honest, objective, and carefully considered advice only in the absolute best interest of our clients.

We will always be perfectly transparent and honest with our clients. If we don’t know the answer, we will say so and work to find it. We will pride ourselves on providing advice that is based on thorough, thoughtful, and cutting-edge analytics. And we will constantly remind ourselves that sometimes our best advice will be to assist our clients in turning down or not pursuing a specific transaction. We will always hustle for our clients and be dogged advocates on their behalf.

In short, Insurance Advisory Partners is all about our clients. Outhustling, outsourcing, outthinking and out analyzing our competition to help our clients achieve their strategic and financial objectives and maximize their success.

david-kimmel
David Kimmel

Managing Partner/Co-Founder

tony-ursano
Tony Ursano

Managing Partner/Co-Founder