Our Partners
Antonio (Tony) Ursano, JR
Founder, CEO & Managing Partner
Tony located in New York has over 39 years of insurance industry and investment banking experience. He has seen the global insurance, insurance services and insurtech space from a broad lens of leading global investment banks, a leading global insurance and reinsurance broker, and a Bermuda-based speciality insurance and reinsurance carrier.
Tony has been involved in advising on over 150 insurance M&A transactions and hundreds of insurance capital raising transactions, spanning the spectrum of IPOs, common equity, convertible, preferred, debt, surplus, note, hybrid, and ILS deals.
Tony has always been a staunch advocate for his clients, consistently delivering honest, objective, thoughful, and creative advice. He is an effective and expert negotiator who understands the finesse and art of the deal. He is a builder and an innovator and has frequently written and spoken about trends in the global insurance, insurance services and Insurtech industries and on what the insurer of the future will look like.
Tony started his career as an analyst at Donaldson Lufkin & Jenrette, went to work at Merrill Lynch and SG Warburg before building and heading the Global Financial Institutions Group at Bank of America for 10 years before being named a Vice- Chairman. Tony then became head of corporate development for Willis Group and Founder and CEO of Willis Capital Markets and Advisory before going to TigerRisk Partners as President of the firm and CEO of TigerRisk Capital Markets and Advisory. Most recently before co-founding Insurance Advisory Partners, Tony was Group CFO of Hamilton Insurance Group and also served as member of the baord of directors of Hamilton for a period of two years. Currently Tony also serves as a member of the Board of Directors of Assured Guaranty LTD.
Tony graduated from the University of North Carolina Chapel Hill in 1987 as a Morehead Scholar where he majored in Economics and International studies. He was also a member of UNCs varsity lacrosee team which won the NCAA Division 1 National Championship in 1986. Prior to that, Tony graduated summa cum laude from Woodberry Forest School.
Tony acts as the Chairman of the Industry Board of Advisors of, and was instrumental in the founding of, the Institute for Risk Management and Insurance Innovation at UNC Chapel Hill. He also serves on the Morehead Cain Scholarship Fund Board at UNC Chapel Hill.
Founder, CEO & Managing Partner
Antonio (Tony) Ursano, JR
Founder, CEO & Managing Partner
Tony located in New York has over 39 years of insurance industry and investment banking experience. He has seen the global insurance, insurance services and insurtech space from a broad lens of leading global investment banks, a leading global insurance and reinsurance broker, and a Bermuda-based speciality insurance and reinsurance carrier.
Tony has been involved in advising on over 150 insurance M&A transactions and hundreds of insurance capital raising transactions, spanning the spectrum of IPOs, common equity, convertible, preferred, debt, surplus, note, hybrid, and ILS deals.
Tony has always been a staunch advocate for his clients, consistently delivering honest, objective, thoughful, and creative advice. He is an effective and expert negotiator who understands the finesse and art of the deal. He is a builder and an innovator and has frequently written and spoken about trends in the global insurance, insurance services and Insurtech industries and on what the insurer of the future will look like.
Tony started his career as an analyst at Donaldson Lufkin & Jenrette, went to work at Merrill Lynch and SG Warburg before building and heading the Global Financial Institutions Group at Bank of America for 10 years before being named a Vice- Chairman. Tony then became head of corporate development for Willis Group and Founder and CEO of Willis Capital Markets and Advisory before going to TigerRisk Partners as President of the firm and CEO of TigerRisk Capital Markets and Advisory. Most recently before co-founding Insurance Advisory Partners, Tony was Group CFO of Hamilton Insurance Group and also served as member of the baord of directors of Hamilton for a period of two years. Currently Tony also serves as a member of the Board of Directors of Assured Guaranty LTD.
Tony graduated from the University of North Carolina Chapel Hill in 1987 as a Morehead Scholar where he majored in Economics and International studies. He was also a member of UNCs varsity lacrosee team which won the NCAA Division 1 National Championship in 1986. Prior to that, Tony graduated summa cum laude from Woodberry Forest School.
Tony acts as the Chairman of the Industry Board of Advisors of, and was instrumental in the founding of, the Institute for Risk Management and Insurance Innovation at UNC Chapel Hill. He also serves on the Morehead Cain Scholarship Fund Board at UNC Chapel Hill.
Joe Plumeri
Joe Plumeri, a native of Trenton, New Jersey, has enjoyed a career in global businesses, community leadership and service on behalf of civic, philanthropic and charitable causes spanning six decades. Mr. Plumeri joined IAP as Chairman in September 2025. Prior to joining IAP, Mr. Plumeri served as a Senior Advisor to Kohlberg, Kravis Roberts & Co. L.P. (KKR), where he was appointed Executive Chairman of Selecta Group in May 2020, having joined the Group’s Board in March 2020.
Previously, Mr. Plumeri served as Vice Chairman of the Board of Directors of First Data Corporation, the world’s largest payments and business solutions company. He joined the company in 2013 after serving for 13 years as Chairman & CEO of Willis Group Holdings and, prior to that, more than 30 years in a variety of leadership roles at Citigroup and its predecessor companies.
A renowned public speaker and authority on leadership, Mr. Plumeri is the author of the national bestselling book The Power of Being Yourself.
Chairman
Joe Plumeri
Joe Plumeri, a native of Trenton, New Jersey, has enjoyed a career in global businesses, community leadership and service on behalf of civic, philanthropic and charitable causes spanning six decades. Mr. Plumeri joined IAP as Chairman in September 2025. Prior to joining IAP, Mr. Plumeri served as a Senior Advisor to Kohlberg, Kravis Roberts & Co. L.P. (KKR), where he was appointed Executive Chairman of Selecta Group in May 2020, having joined the Group’s Board in March 2020.
Previously, Mr. Plumeri served as Vice Chairman of the Board of Directors of First Data Corporation, the world’s largest payments and business solutions company. He joined the company in 2013 after serving for 13 years as Chairman & CEO of Willis Group Holdings and, prior to that, more than 30 years in a variety of leadership roles at Citigroup and its predecessor companies.
A renowned public speaker and authority on leadership, Mr. Plumeri is the author of the national bestselling book The Power of Being Yourself.
New York Office
Lou Caltavuturo
Partner
Lou Caltavuturo joined IAP as a Partner in the firm’s New York office in April 2026.
With more than 25 years of insurance advisory experience, Lou brings a deep and well-rounded perspective to the IAP team. Over the course of his career, he has advised on transactions exceeding $19 billion in aggregate value, working with leading insurance carriers, brokers, MGAs, and other insurance services businesses.
Lou joins IAP from Sica Fletcher, where he served as Managing Director. Prior to that, he was Co-Founder and President of Vantage Insurance Partners. He also spent over 15 years at Dowling Hales as a Managing Director, advising on several landmark transactions in the insurance distribution sector. Earlier in his career, Lou held roles at Fox-Pitt Kelton and Deutsche Bank.
Partner
Lou Caltavuturo
Partner
Lou Caltavuturo joined IAP as a Partner in the firm’s New York office in April 2026.
With more than 25 years of insurance advisory experience, Lou brings a deep and well-rounded perspective to the IAP team. Over the course of his career, he has advised on transactions exceeding $19 billion in aggregate value, working with leading insurance carriers, brokers, MGAs, and other insurance services businesses.
Lou joins IAP from Sica Fletcher, where he served as Managing Director. Prior to that, he was Co-Founder and President of Vantage Insurance Partners. He also spent over 15 years at Dowling Hales as a Managing Director, advising on several landmark transactions in the insurance distribution sector. Earlier in his career, Lou held roles at Fox-Pitt Kelton and Deutsche Bank.
Randall Dulecki
Partner/Chief Operating Officer
Randy joined Insurance Advisory Partners as a Partner in the firm’s New York office in November 2021. Prior to IAP, Randy was on the Finance team at Hamilton Insurance Group and before that he spent 20 years in investment banking in senior operations and compliance roles.
At both TigerRisk and Willis Securities, Randy was a Managing Director and the Chief Administrative and Chief Compliance Officers. Randy began his career at Bank of America where he became a Director and was the Business Manager for the Financial Institutions Group in the Global Investment Bank.
Randy holds the FINRA Series 7, 24, 63, 79 and 99 securities licenses.
Randy graduated summa cum laude from Montreat College with a Bachelor of Business Administration.
Partner/Chief Operating Officer
Randall Dulecki
Partner/Chief Operating Officer
Randy joined Insurance Advisory Partners as a Partner in the firm’s New York office in November 2021. Prior to IAP, Randy was on the Finance team at Hamilton Insurance Group and before that he spent 20 years in investment banking in senior operations and compliance roles.
At both TigerRisk and Willis Securities, Randy was a Managing Director and the Chief Administrative and Chief Compliance Officers. Randy began his career at Bank of America where he became a Director and was the Business Manager for the Financial Institutions Group in the Global Investment Bank.
Randy holds the FINRA Series 7, 24, 63, 79 and 99 securities licenses.
Randy graduated summa cum laude from Montreat College with a Bachelor of Business Administration.
Tyler Linders
Partner
Tyler joined Insurance Advisory Partners as a Partner in the firm’s New York office in August 2021.
Tyler is a Partner at Insurance Advisory Partners (“IAP”), where he is responsible for sourcing transactions and advising clients on mergers and acquisitions, capital raising, and strategic initiatives across the insurance industry. Since joining IAP in August 2021, Tyler has played a key role in executing complex transactions and fostering long-term relationships with a broad range of clients, including retail and wholesale brokers, managing general agents and underwriters, and property and casualty as well as life and annuity (re)insurers.
Prior to joining IAP, Tyler held various investment banking roles at Wells Fargo Securities, where he specialized in advising financial institutions, with an emphasis on the insurance sector. During his tenure, he executed a broad spectrum of M&A and capital markets transactions, developing a deep expertise in deal structuring, valuation, and strategic advisory.
Tyler holds FINRA Series 63 and 79 licenses. He graduated magna cum laude from Texas Christian University’s Neeley School of Business with a double major in Finance and Accounting.
Outside of work, Tyler is a former professional motorcycle racer, having competed at the national level within the American Motorcyclist Association in 2012 and 2013 – an experience that underscores his discipline, focus, and drive for excellence.
Partner
Tyler Linders
Partner
Tyler joined Insurance Advisory Partners as a Partner in the firm’s New York office in August 2021.
Tyler is a Partner at Insurance Advisory Partners (“IAP”), where he is responsible for sourcing transactions and advising clients on mergers and acquisitions, capital raising, and strategic initiatives across the insurance industry. Since joining IAP in August 2021, Tyler has played a key role in executing complex transactions and fostering long-term relationships with a broad range of clients, including retail and wholesale brokers, managing general agents and underwriters, and property and casualty as well as life and annuity (re)insurers.
Prior to joining IAP, Tyler held various investment banking roles at Wells Fargo Securities, where he specialized in advising financial institutions, with an emphasis on the insurance sector. During his tenure, he executed a broad spectrum of M&A and capital markets transactions, developing a deep expertise in deal structuring, valuation, and strategic advisory.
Tyler holds FINRA Series 63 and 79 licenses. He graduated magna cum laude from Texas Christian University’s Neeley School of Business with a double major in Finance and Accounting.
Outside of work, Tyler is a former professional motorcycle racer, having competed at the national level within the American Motorcyclist Association in 2012 and 2013 – an experience that underscores his discipline, focus, and drive for excellence.
London Office
Clive Buesnel
Managing Partner, International
Clive has over 25 years of leadership roles in the global insurance industry.
Clive graduated as an engineer and started his career at Andersen’s in London in 1990 and also worked in senior roles at Mars, Inc and British American Tobacco working in the UK, EU, North America and Latin America
In 1999 Clive was one of the founders of Xchanging and was CEO to the “JVs” with Lloyds of London. He was one of the team that executed the IPO of Xchanging on the UK main market in 2007.
Clive went on to be CEO of a Lloyd’s Managing Agency where he then assisted the sale of the business to an industry buyer.
Clive then spent ten years at Deloitte where he was a senior Partner, head of insurance in the UK and a member of the global insurance executive. Clive was Vice Chairman of the UK firm.
For the last three years Clive was CEO of Tysers, the oldest Insurance Broker in Lloyd’s. Clive turned the business around as a PE owned business and then sold the business to an industry buyer.
Clive is married with three grown up boys and two dogs and when not working loves to spend his time on, in or near the water with a particular passion for sailing in warm waters. Clive is an Alumni of Harvard Business School.
Managing Partner, International
Clive Buesnel
Managing Partner, International
Clive has over 25 years of leadership roles in the global insurance industry.
Clive graduated as an engineer and started his career at Andersen’s in London in 1990 and also worked in senior roles at Mars, Inc and British American Tobacco working in the UK, EU, North America and Latin America
In 1999 Clive was one of the founders of Xchanging and was CEO to the “JVs” with Lloyds of London. He was one of the team that executed the IPO of Xchanging on the UK main market in 2007.
Clive went on to be CEO of a Lloyd’s Managing Agency where he then assisted the sale of the business to an industry buyer.
Clive then spent ten years at Deloitte where he was a senior Partner, head of insurance in the UK and a member of the global insurance executive. Clive was Vice Chairman of the UK firm.
For the last three years Clive was CEO of Tysers, the oldest Insurance Broker in Lloyd’s. Clive turned the business around as a PE owned business and then sold the business to an industry buyer.
Clive is married with three grown up boys and two dogs and when not working loves to spend his time on, in or near the water with a particular passion for sailing in warm waters. Clive is an Alumni of Harvard Business School.
Ben James
Partner
Ben joined IAP as a Partner in June of 2025 in the firm's London office and is responsible for supporting the ongoing expansion of the firm’s operations across the U.K. and Europe.
Ben brings over a decade of investment banking and principal investment experience, with a strong track record of advising on and investing in financial services businesses. Ben has deep expertise in providing strategic, M&A, and capital raising advice to the global insurance, insurance services, and Insurtech sectors.
Prior to joining IAP, Ben served as Investment & Advisory Director at Vemi Capital and was previously a Vice President at Financial Services Capital. Earlier in his career, he worked at Fenchurch Advisory Partners LLP, where he advised on numerous insurance-related transactions with an aggregate deal value of more than £12bn. Ben began his career at Deloitte, where he qualified as a Chartered Accountant.
He holds a degree in Mathematics from Durham University.
Partner
Ben James
Partner
Ben joined IAP as a Partner in June of 2025 in the firm's London office and is responsible for supporting the ongoing expansion of the firm’s operations across the U.K. and Europe.
Ben brings over a decade of investment banking and principal investment experience, with a strong track record of advising on and investing in financial services businesses. Ben has deep expertise in providing strategic, M&A, and capital raising advice to the global insurance, insurance services, and Insurtech sectors.
Prior to joining IAP, Ben served as Investment & Advisory Director at Vemi Capital and was previously a Vice President at Financial Services Capital. Earlier in his career, he worked at Fenchurch Advisory Partners LLP, where he advised on numerous insurance-related transactions with an aggregate deal value of more than £12bn. Ben began his career at Deloitte, where he qualified as a Chartered Accountant.
He holds a degree in Mathematics from Durham University.
Rinki Melwani
Partner
Rinki brings over extensive experience to the firm, having been in the investment banking industry for c.15 years with leading banks including J.P. Morgan, Citi, Credit Suisse and Jefferies with a strong track record of advising on financial services deals, bringing deep expertise in providing strategic, M&A, and capital raising advice to the global insurance, insurance services and Insurtech industry.
Rinki will be responsible for supporting the ongoing expansion of IAP operations across the UK and Europe.
Rinki holds an MBA from INSEAD and B.Tech from IIT Delhi. She is also a Certified Yoga and Mindfulness coach.
Partner
Rinki Melwani
Partner
Rinki brings over extensive experience to the firm, having been in the investment banking industry for c.15 years with leading banks including J.P. Morgan, Citi, Credit Suisse and Jefferies with a strong track record of advising on financial services deals, bringing deep expertise in providing strategic, M&A, and capital raising advice to the global insurance, insurance services and Insurtech industry.
Rinki will be responsible for supporting the ongoing expansion of IAP operations across the UK and Europe.
Rinki holds an MBA from INSEAD and B.Tech from IIT Delhi. She is also a Certified Yoga and Mindfulness coach.
Our Team
New York Office
Isha Jain
Isha Jain
Analyst
Isha joined Insurance Advisory Partners as an Analyst in January 2026 in the New York office. Prior to joining IAP, Isha worked in Corporate Finance Advisory at Deloitte and as an Investment Banking intern at Shasta Partners.
Isha holds a Master of Science in Finance from Brandeis International Business School and is a CFA charterholder.
Jay Jani
Jay Jani
Analyst
Jay joined Insurance Advisory Partners as an Analyst in August 2025 in the New York office. Prior to joining IAP, Jay worked at Wellesley Hills Financial as an Investment Banking Analyst Intern, where he supported the execution of high-value technology sector transactions. Additionally, Jay gained experience at Northwestern Mutual as a Financial Planning Associate, providing strategic investment insights and portfolio optimization advice, and at PitchBook as a Research Associate, where he analyzed venture capital funding activity and prepared investment reports for private equity clients. Jay earned his Master of Science in Finance from Brandeis International Business School and his Master of Commerce in Advanced Accountancy from the University of Mumbai.
Jeremy Hu
Jeremy Hu
Associate
Jeremy joined Insurance Advisory Partners as an Associate in May 2025 in the New York office. Prior to joining IAP, he was an Associate on the Corporate Development team at AmTrust Financial Services, where he was focused on insurance M&A.
Earlier in his career, Jeremy was a Deal Advisory Associate at KPMG, concentrating on financial due diligence and Quality of Earnings analysis.
He holds a BBA from the University of Notre Dame, where he studied Accounting, Applied Mathematics, and Computer Science. Jeremy is also a licensed CPA in the state of Illinois.
Pamela Kane
Pamela Kane
Executive Assistant
Pamela is an Executive Assistant at Insurance Advisory Partners, LLC, providing high-level support to the CEO and partnering closely with C-suite executives. She brings extensive experience managing complex calendars, coordinating meetings across global time zones, planning events, and arranging detailed domestic and international travel.
With a professional background spanning firms such as Marsh McLennan, KPMG, and Morgan Stanley, Pamela is known for anticipating executive needs, supporting client-facing and leadership initiatives, and ensuring seamless day-to-day operations. Trusted for her discretion, professionalism, and attention to detail, she plays a key role in driving efficiency and operational excellence.
Outside of work, Pamela is an avid pickleball player and jogger, enjoys theatre and the arts, and is actively involved in community volunteering.
Gavin Maloney
Gavin Maloney
Analyst
Gavin joined Insurance Advisory Partners as an Analyst in November 2025 in the New York office. Prior to IAP, Gavin worked at Century Equity Partners as a Private Equity Analyst.
Gavin graduated from Bentley University in the honors program, with a B.S. in Finance. During his time at university, he interned in Investment Banking at Progress Partners and at Consensus Advisors.
Sebastian Mateu
Sebastian Mateu
Analyst
Sebastian joined Insurance Advisory Partners as an Analyst in August 2024 in the New York office. Prior to IAP, he interned at Climate Finance Partners. Sebastian graduated from the University of North Carolina at Chapel Hill, where he was a Morehead-Cain Scholar. He earned a degrees in Economics and Interdisciplinary Studies, with a minor in Business Administration.
Charlie McErlean
Charlie McErlean
Vice President
Charlie joined Insurance Advisory Partners (“IAP”) in October 2025 in the New York office as a Vice President and is responsible for advising clients on mergers and acquisitions, debt and equity capital raising, and strategic initiatives across the insurance sector. With more than 10 years of combined investment banking and insurance industry experience, Charlie has led and supported numerous strategic transactions for clients across retail and wholesale brokerage, MGAs, (re)insurance carriers, insurtechs, and wealth management firms.
Prior to joining IAP, Charlie was a Vice President at BMS Capital Advisory, the investment banking division of BMS Re. Earlier in his career, Charlie held roles at MarshBerry, Aon, and Intact Financial Corporation.
Charlie holds FINRA Series 7, Series 79, and Series 63 licenses. He graduated from Franklin & Marshall College with a B.A. in Business.
Marc Merville
Marc Merville
Analyst
Marc Merville joined Insurance Advisory Partners as an Analyst in January 2026 in the New York office.
Marc graduated from Columbia University with an MS in Management Science & Engineering. During his time at Columbia, Marc interned at Elliott Investment Management as a Summer Analyst. Prior to Columbia, Marc graduated from Purdue University with a BS in Industrial Engineering.
Harsh Sanghvi
Harsh Sanghvi
Associate
Harsh joined Insurance Advisory Partners as an Analyst in February 2024 in the New York office and was promoted to Associate in January 2026. Prior to joining IAP, Harsh worked at Progress Partners as a Fall Analyst and at Shasta Partners as a Summer Analyst, both focusing on technology M&A.
Additionally, Harsh worked at TresVista Financial Services as a Private Equity Analyst where he advised US and UK based private equities and family offices on several mergers and acquisitions, focusing on buy side advisory.
Harsh graduated from Brandeis International Business School with a Master of Science in Finance and has cleared CFA Level 1.
Brandon Walker
Brandon Walker
Analyst
London Office
Kristin Loubser
Kristin Loubser
Analyst
Kristin joined IAP as an Analyst in June 2025 in the London office. She previously worked as a Manager in BDO’s M&A Financial Services team, advising on transactions across the sector. Her earlier career included audit roles at BDO and Deloitte, where she worked with leading insurers and major financial institutions. Kristin is a qualified Chartered Accountant (SA) and holds a Postgraduate Diploma in Accounting and a BCom in Financial Accounting from the University of Cape Town.
Ciaran McCaughey
Ciaran McCaughey
Associate
Ciaran joined Insurance Advisory Partners as an Analyst in June 2023 in the London office and was promoted to Associate in January 2026. Prior to IAP, Ciaran worked at Ernst & Young as a Corporate Finance Analyst.
Ciaran graduated from the University of Strathclyde, Glasgow with a First Class B.A. (Hons) in Accounting and Finance. During his time at university, he interned in Management Consulting at PwC and Private Equity at BGF.
Huw Morgan
Huw Morgan
Analyst
Huw joined Insurance Advisory Partners as an Analyst in February 2024 in the London office. Prior to IAP, Huw worked at M&A Partners in Melbourne, Australia, advising on multiple transactions across FMCG, Industrials, Tourism and Allied Health.
He graduated with a B.com from Melbourne University (First Class Honours). Before M&A Partners he was as a Summer Analyst (Investments) at one of Australia’s largest Superannuation funds in the area covering Private Equity, Venture Capital, Infrastructure, and Property investments.
Roxy Thornton
Roxy Thornton
Executive Assistant
Roxy Thornton joined IAP as Executive Assistant in the firm’s London office in April 2026.
Roxy is an accomplished Executive Assistant, bringing over 20 years of diverse professional experience to the role. Having spent five years at Visa, Roxy developed strong organizational, communication, and stakeholder management skills within a global corporate environment. Prior to that, Roxy was Head of Operations at a Sports Media & Investment startup for five years, where she played a key role in scaling processes, driving efficiency, and supporting business growth. This blend of corporate expertise and entrepreneurial experience enables Roxy to provide high-level strategic support while maintaining a sharp focus on operational excellence.
Roxy is married with two children and enjoys an active, social lifestyle. At weekends, she can often be found playing padel or cycling around Dorset, and she has a strong passion for cooking. She also enjoys sampling a variety of wines, a particular interest made even more enjoyable through her husband’s wine business.
Simone Toffoli
Simone Toffoli
Analyst
Simone joined Insurance Advisory Partners as an Intern in September 2024 in the London office and was promoted to an Analyst in December 2024. Prior to joining IAP, Simone worked at Verdier & Co. as an Intern, focusing on M&A.
Simone graduated with distinction in MSc Financial Technology from Imperial College London.
Sam Tomlinson
Sam Tomlinson
Associate
Sam is an Associate at Insurance Advisory Partners and joined IAP in April 2024 in the London office.
Prior to joining IAP, Sam worked at Fenchurch Advisory Partners, the London-based FIG specialist investment bank. Within Fenchurch he focused on the global insurance industry, predominantly advising life, non-life and financial sponsor clients on M&A and capital raising.
He advised on a number of transactions including AXA’s disposal of a significant German life insurance portfolio to Athora, Direct Line’s acquisition of By Miles and Markerstudy’s acquisition of BGL’s insurance broking business.
Sam holds a Bachelors in Economics from the University of Bath.
Senior Advisors
Bradford R. Emmons
Bradford R. Emmons
Brad Emmons is the Co-Founder and Vice-Chairman of Orchid Insurance (“Orchid”), a leading independent Managing General Underwriter (MGU) with offices in Vero Beach, Tampa, Miami, Houston and the Northeast. He is a proven entrepreneur who has led companies with a successful track record from earlier incubation to private equity-backed ownership.
Mr. Emmons served as President and Chief Executive Officer of Orchid from 2008 to April 2021. Under his leadership, Orchid became one of the largest privately held insurance intermediaries specializing in underwriting property insurance that today manages over $80 billion of insured values. Highlights of company milestones during Mr. Emmons tenure include: (i) private equity transactions in 2014 to Gryphon Investors and a subsequent recapitalization sale to Towerbrook Capital Partners; (ii) transformative growth in the form of three acquisitions, formation of new business verticals; and (iii) product and geographic expansion. He is a co-founder of CrossCover Insurance Services, a focused mid-market commercial MGU, and was involved in the joint venture formation of True Property Insurance, an A- AM Best Rated Florida domiciled reciprocal. Before serving as Orchid’s President, Mr. Emmons oversaw the company’s underwriting programs and retail distribution strategies.
Mr. Emmons also has retail insurance brokerage experience as a Chief Executive Officer and board member before leading the company through a sale to a strategic acquirer. Today, Mr. Emmons provides professional advisory services to industry entrepreneurs like himself. He currently serves as an advisor for Player’s Health, Field Pros Direct, Exclusive Underwriting Managers, and Better Agency.
Mr. Emmons is a Florida Licensed 2-20 General Lines Agent. He has a Bachelor of Arts Degree cum laude from the University of Toledo and was a first-team Mid-American Conference tennis athlete. Mr. Emmons also has a Juris Doctor Degree from Cleveland-Marshall College of Law. He is an active member of the Florida Palm Beach Chapter of the Young Presidents Organization (YPO) and is involved in various local charities. He and his wife, Rebecca, reside in Vero Beach, FL and Greenville, SC, and have two children, Morgan, 18 and Jacob, 16.
David Kimmel
David Kimmel
Mr. Kimmel has a wide range of advising, investing, and operational experiences for over 35 years ranging from serving innovative start-ups to the largest global insurance companies. Prior to co-founding Insurance Advisory Partners, David was a Senior Advisor on the InsurTech Strategy Board of Advisors at Hudson Structured Capital Management and a Managing Partner and Founder of Summit Capital, a merchant banking boutique, where he advised and invested in a range of financial services and technology clients. He was previously CEO of CyberRiskPartners, a cyber risk analytics and risk transfer solutions company, and was a frequent speaker on cyber risk at national industry conferences and senior executive off-sites.
Prior to this, Mr. Kimmel was an investment banker for more than two decades in the US and UK. He advised insurance clients regarding mergers and acquisitions and public and private capital raising while serving at JPMorgan, Deutsche Bank, and Kidder Peabody. Mr. Kimmel led the insurance industry practices at JPMorgan and Deutsche Bank and served on the Investment Banking Management Committees at both firms. Over the course of his career, he has advised on billions of dollars in significant M&A transactions and financings for industry leaders in insurance. Mr. Kimmel has also been named to public and private company boards in a variety of sectors, including reinsurance, life insurance and annuities, cyber risk, asset management, fintech, and insurtech.
Mr. Kimmel holds an MBA from Kellogg at Northwestern University and a B.S. in Finance from the University of Illinois, with matriculation in the James Scholar Program in Engineering. He has also completed executive education programs at Harvard Business School, Harvard Kennedy School, and MIT. He is committed to exceptional performance and overcoming major challenges, as also demonstrated by the completion of seven 140.6 mile Ironman triathlons within a three-year period, age group wins in triathlon, and speed mountaineering ascents.
Robin Mackie
Robin Mackie
Robin has extensive experience across financial services having worked in both commercial and investment banking, venture capital and private equity, and insurance. He has advised European, Canadian, and US insurers, banks, and governments on M&A and advisory assignments as well as equity and debt capital raisings.
From 2010 to 2015 he was Co-Head and head of Financial Institutions at Royal Bank of Canada in Europe, following Royal Bank of Canada’s acquisition of Loudoun Capital Partners, a London-based insurance-focused advisory firm he co-founded following the collapse of Lehman.
He joined Lehman Brothers Europe in 1995 where he was Head of Insurance, responsible for originating advisory and capital raising business from Europe’s largest insurers. Prior to Lehman Brothers Europe, he worked for St James’ Place plc, advising Sir Mark Weinberg on various strategic initiatives including the development of the wealth management business and the establishment of Life Assurance Holdings Corporation - then the largest UK life run-off company – now part of Phoenix Group.
Currently, he is an investor in and an adviser to several private companies across different sectors including financial services, on-line marketing, solar power, and media. He also an investment committee member of a US private equity fund focused on the US water industry.
Bhaven Pathak
Bhaven Pathak
Bhaven joined Insurance Advisory Partners (“IAP”) in May 2022 and is responsible for leading and developing the merger, acquisition, disposal and capital raising advisory business in UK and Europe.
He brings more than 20 years of insurance, fintech and investment banking experience to IAP including roles at HSBC, RSA, Hiscox and Canopius. He has completed several deals in the public and private markets across all the verticals of the global insurance industry. As Head of M&A at Canopius Group, Bhaven successfully led a series of transactions including its sale to Sompo Japan from private equity ownership and the subsequent award-winning Management Buy Out. He has also assisted fast-growing fintech businesses with strategic development and capital raising as both CFO and COO.
In the 2021 New Year’s Honours, Bhaven was awarded an MBE by Her Majesty the Queen for services to Business and to the Community.
Bhaven holds an Executive MBA (Hult Ashridge), Post Graduate Diploma and Bachelors in Mathematics and Economics.
Marvin Pestcoe
Marvin Pestcoe
Over the course of Marvin Pestcoe’s 35-year career in insurance, he has held a wide range of executive roles including leadership positions in profit center management, investments, corporate strategy, data analysis, capital modeling, and risk management.
Most recently, Marvin was the Chairman and CEO at Langhorne Re, the joint-venture, third-party capital-backed life and annuity reinsurance firm launched by RenaissanceRe and Reinsurance Group of America.
Prior to that Marvin held a series of senior management positions at PartnerRe, including CEO Life & Health, Chief Investment Officer, and Chief Risk and Actuarial Officer. He was also a member of the company’s Executive Committee. Before joining PartnerRe, Marvin was Chief Actuary for Swiss Re New Markets.
Marvin has served as a director on multiple insurance and reinsurance boards. He is currently an independent director of Hamilton Insurance Group where he chairs the Investment Committee.
Marvin is a Fellow of the Casualty Actuarial Society and a member of the American Academy of Actuaries.
Johan Slabbert
Johan Slabbert
Johan Slabbert is a seasoned insurance industry executive with over 27 years of global experience across the UK, Europe, North America, Latin America, and Asia. Johan’s extensive experience includes leading large, complex global insurance businesses and successfully executing strategic M&A deals and various financing transactions.
Prior to joining IAP, Johan was the CEO of MSIG Holdings (USA), the onshore U.S. (re)insurance arm of Japan’s MS&AD Insurance Group. He played a critical role in driving the growth of Mitsui Sumitomo Insurance, particularly through his leadership of MS Amlin Underwriting Ltd (“MS AUL”), where he spearheaded a successful underwriting turnaround initiative. Johan’s tenure at MS AUL was preceded by his role as Chairman of Mitsui Sumitomo Insurance Company (Europe) Limited, further demonstrating his leadership within the Mitsui Sumitomo Insurance Group.
Before his work with MS&AD, Johan served as the CEO and Founder of Augustus Specialty LLC, and held senior roles at Chaucer Limited (Lloyd’s of London) where he was both CEO and CFO. His career began at AIG, where he held various senior finance and non-finance positions across multiple continents, including six years in Japan, shaping his broad international expertise.
Johan’s deep industry knowledge, combined with his sharp business acumen and objective approach, make him a valued advisor and leader in the insurance sector. At IAP, he is dedicated to delivering insightful and strategic advice to clients globally, while continuing to contribute to the growth of the firm.
Christopher N. Young
Christopher Young
In his 35 years of banking, based in New York and London, his practice has been global. He has advised clients in strategic mergers and acquisitions, company and business sales, and important financing transactions across the world, including in the Americas, Europe, and Asia.
Chris has originated and led a wide variety of corporate transactions, for both publicly traded and private companies, primarily life, property & casualty, financial guaranty and brokerage companies. He has advised many of the world’s largest insurers and assisted a wide range of other participants in the insurance market. His work has included advising a number of boards of directors, chief executive officers, chief financial officers and corporate merger and acquisition groups.
He most recently served as a Managing Director at Moelis and Company. Previously Chris was a Managing Director at S. G. Warburg & Co., J.P. Morgan, Deutsche Bank, and UBS. He started in investment banking at Goldman Sachs, where he was a Vice President. Chris began his Wall Street career as a corporate and banking associate at the law firm of White & Case.
Chris has also served as a member of boards of directors and trustees for various companies and organizations. He is a graduate of St. Lawrence University, University of Oxford (New College) and Georgetown University Law Center.