Our Partners
David Kimmel
Managing Partner/Co-Founder
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.
Managing Partner/Co-Founder
David Kimmel
Managing Partner/Co-Founder
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.
Tony Ursano
Managing Partner/Co-Founder
Tony has over 34 years of the insurance industry and investment banking experience. He has seen the global insurance and insurtech space from the broad lens of a leading global investment bank, a leading global insurance and reinsurance broker, and a Bermuda-based specialty insurance and reinsurance carrier.
Tony has been involved in advising on over 100 insurance industry 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, thoughtful, 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 or spoken about what the insurer of the future will look like.
Tony started his career as an analyst at DLJ, went on 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 and CEO of TigerRisk Capital Markets and Advisory. Most recently before co-founding Insurance Advisory Partners, Tony was Group CFO of Hamilton Insurance Group.
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 also was a member of UNCs varsity lacrosse team which won the NCAA National Championship in 1986.
Managing Partner/Co-Founder
Tony Ursano
Managing Partner/Co-Founder
Tony has over 34 years of the insurance industry and investment banking experience. He has seen the global insurance and insurtech space from the broad lens of a leading global investment bank, a leading global insurance and reinsurance broker, and a Bermuda-based specialty insurance and reinsurance carrier.
Tony has been involved in advising on over 100 insurance industry 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, thoughtful, 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 or spoken about what the insurer of the future will look like.
Tony started his career as an analyst at DLJ, went on 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 and CEO of TigerRisk Capital Markets and Advisory. Most recently before co-founding Insurance Advisory Partners, Tony was Group CFO of Hamilton Insurance Group.
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 also was a member of UNCs varsity lacrosse team which won the NCAA National Championship in 1986.
Randall Dulecki
Partner/Chief Operating Officer
Randy joined Insurance Advisory Partners 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 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.
Jon Hull
Partner
Mr. Hull joined Insurance Advisory Partners (“IAP”) as a Partner in April 2022. He is responsible for sourcing and executing merger and acquisition and capital raising transactions for public and private companies in the insurance industry. Additionally, Mr. Hull has completed transactions across the insurance value chain, including retail and wholesale insurance brokers, managing general agents and underwriters, and P&C insurance underwriters.
Previously, he was a vice president in the financial services group of Piper Sandler. Before joining Piper Sandler, Mr. Hull held positions at TigerRisk Capital Markets & Advisory and MarshBerry, where he focused on executing merger and acquisition and capital raising transactions in the insurance industry. Previously, Mr. Hull held a position at New York Bay Capital, where he specialized in cross-border merger and acquisition transactions.
Mr. Hull currently maintains the Series 62, 79, and 63 FINRA Registrations. He holds a bachelor’s degree from Hiram College.
Partner
Jon Hull
Partner
Mr. Hull joined Insurance Advisory Partners (“IAP”) as a Partner in April 2022. He is responsible for sourcing and executing merger and acquisition and capital raising transactions for public and private companies in the insurance industry. Additionally, Mr. Hull has completed transactions across the insurance value chain, including retail and wholesale insurance brokers, managing general agents and underwriters, and P&C insurance underwriters.
Previously, he was a vice president in the financial services group of Piper Sandler. Before joining Piper Sandler, Mr. Hull held positions at TigerRisk Capital Markets & Advisory and MarshBerry, where he focused on executing merger and acquisition and capital raising transactions in the insurance industry. Previously, Mr. Hull held a position at New York Bay Capital, where he specialized in cross-border merger and acquisition transactions.
Mr. Hull currently maintains the Series 62, 79, and 63 FINRA Registrations. He holds a bachelor’s degree from Hiram College.
Bhaven Pathak MBE
Partner/Head of UK & Europe
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.
Partner/Head of UK & Europe
Bhaven Pathak MBE
Partner/Head of UK & Europe
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.
Our Team
Steve Frank
Steve Frank
Analyst
Steve is an Analyst of Insurance Advisory Partners and joined in August 2021. Prior to IAP, Steve worked at Lloyds Bank where he was part of an analyst rotational program through Financial Institutions Coverage. Before completing the 2-year program, Steve joined the Financial Institutions Coverage team focusing on corporate banking for global (re)insurers and brokers.
Steve graduated from Fordham University’s Gabelli School of Business where he majored in Finance and received a concentration in Alternative Investments. He is registered with FINRA as a General Securities Representative (Series 7 and 63).
Samantha Hagar
Samantha Hagar
Associate
Samantha is an Associate at Insurance Advisory Partners and joined IAP in September 2022.
Prior to joining IAP, Sam worked on PNC’s Financial Institutions Group (FIG) team within PNC Capital Markets LLC, on the insurance vertical. She worked with the team to cover insurance underwriters, brokers, TPAs and insurance technology companies. She also acted as Secretary of PNC’s Women Employee Business Resource Group in Chicago. In the Community, Sam has participated in volunteer activities through Grow Up Great as well as fundraised for and ran the Chicago Marathon on behalf of the Chicago Red Cross.
Sam earned a Bachelor of Economics degree with minors in Mathematics, Management & Leadership and Finance from Boston College. She is registered with FINRA, and maintains the Series 7, 63, and 79.
Chris Krantz
Chris Krantz
Analyst
Chris joined Insurance Advisory Partners as an Analyst in May 2022. Prior to IAP, Chris worked at AQR Capital Management as a Summer Analyst where he was a member of the Business Development team.
Chris graduated from the University of Chicago with a B.A. in Economics, specializing in Business.
Tyler Linders
Tyler Linders
Associate
Tyler is an Associate of Insurance Advisory Partners and joined IAP in August 2021.
Prior to joining IAP, Tyler worked as both an Investment Banking Analyst and Associate at Wells Fargo Securities where he advised on a number of mergers and acquisitions and capital markets transactions in the Financial Institutions industry, with a focus on the insurance vertical.
Tyler graduated magna cum laude from Texas Christian University’s Neeley School of Business, where he double majored in Finance and Accounting.
Reece Lourens
Reece Lourens
Analyst
Reece is an Analyst at Insurance Advisory Partners and joined IAP’s London office in August 2022.
Prior to joining IAP, he worked as an Assistant Manager at Deloitte London, in the Large and Complex Insurance Audit division. In this role, he worked on a broad spectrum of clients in the insurance industry, including large general insurers, brokers, managing agents, and Lloyds Syndicates.
Reece holds a Masters Degree in Global Finance from Bayes Business School (formerly CASS) in London and Bachelor and Honours degree’s in Accounting from the University of Stellenbosch, South Africa. He has also passed all 3 levels of the CFA program.
Fumie Palma
Fumie Palma
Executive Assistant & Office Manager
Trent Pfeiffer
Trent Pfeiffer
Senior Analyst
Trent joined Insurance Advisory Partners as an Analyst in October 2021.
Prior to joining IAP, Trent worked as an Investment Banking Analyst at PhiloSmith & Co. In this role, he advised on a number of mergers and acquisitions in the insurance space, focusing on sell-side advisory for P&C insurance companies, managing general agents and wholesale brokers.
Trent graduated from Hamilton College in 2019 with a B.A. in Economics and was the captain of Hamilton’s Men’s Varsity Rowing Team. He is registered with FINRA as an Investment Banking Representative (Series 79).
Zach Schreiber
Zach Schreiber
Analyst
Zach joined the IAP team as an analyst in July 2022. Prior to joining, Zach worked at Amedex Assurance Company where his main responsibility was to assist with their capital raise.
Zach graduated from the Questrom School of Business at Boston University where he majored in Finance.
Senior Advisors
George N. Cochran
George N. Cochran
Mr. Cochran served as Chairman in the Global Financial Institutions Group at Macquarie Capital until his retirement in December 2014. Previously, he was the Chairman of Fox-Pitt Kelton Cochran Caronia Waller, which was acquired by Macquarie Capital in November 2009, and co-founder of its predecessor firm, Cochran Caronia Waller. Previously, Mr. Cochran was an investment banker at Kidder, Peabody & Co. and later served as Managing Director and Insurance Industry Head of Coopers & Lybrand Securities, LLC. Mr. Cochran serves as a director of public and privately held companies, including Kemper Corporation, Lancer Insurance Company, Signature Bank, and as Managing Partner of Cochran Booth & Co., an investment management company. He is also actively engaged in early stage investing through Hyde Park Angels and Northern Michigan Angels.
Mr. Cochran brings considerable insurance industry expertise to the Company, as well as substantial merger and acquisition knowledge specific to the financial services industry. His experience in top leadership roles at several investment banking firms provides the Company with additional expertise in the areas of executive development and operational management. In addition, Mr. Cochran is a National Association of Corporate Directors (“NACD”) Governance Fellow and Board Leadership Fellow.
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.
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.
Keith Moore
Keith Moore
Keith Moore has over 30 years of product, marketing and digital distribution experience in the Insurance and Financial Services industries. Keith is regarded as an InsurTech pioneer based on his positive insurance industry impact as CEO and Chairman of CoverHound, a leader in both personal and commercial Property & Casualty Insurance that has sold over 390,000 insurance policies online. CoverHound was acquired by a leading US brokerage, Brown & Brown, Inc. (NYSE:BRO) in late 2020.
Other notable leadership roles prior to Keith’s 10 years leading CoverHound, were as SVP and General Manager at LendingTree (NASDAQ:TREE) and IAC (NASDAQ:IAC), where he led Tree’s Lending Exchange and led the company’s successful diversification and launch of insurance, credit cards, reverse mortgages, and other digital loan products as the leader of LendingTree’s profitable Short Form division (formerly GetSmart.com) and its related emerging business units. LendingTree during Keith’s tenure was frequently ranked as the number one online advertiser in the US, a feat it had not achieved before or since his time there.
In 2016, Moore founded CyberPolicy to bring cybersecurity and cyber insurance bundled options to the U.S., which was the first in the world to provide instant quotes and purchases of cyber liability insurance online. In the late 1990’s Moore also launched the US’s first ‘address-only’ instant quotes to purchases for a California monoline homeowners insurance carrier which he later scaled across multiple states.
Additionally, Moore has been consistently recognized as a “Top 50 InsurTech Influencer” by InsurTech News, and in October 2021 was ranked in second place just prior to the InsurTech Connect 2021 conference. In 2017, Keith was recognized by Ernst and Young as a finalist for their Entrepreneur of The Year® Award in Silicon Valley and Northern California, based on his successful launch and rapid scaling of CyberPolicy for bundled cyber liability solutions for SMB’s.
Mr. Moore currently serves on the board of Appalachian State University’s Brantley Risk and Insurance Center, which aims to strengthen the school’s InsurTech focused programs. Keith has served on the TransUnion Insurance Advisory Board since 2016 and actively advises multiple InsurTech companies at various stages of growth.
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.
Joseph J. Plumeri
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. Today, Mr. Plumeri serves 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.
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.