Publications
London, 7 October, 2026: Insurance Advisory Partners (“IAP”), the investment bank focused exclusively on the insurance, insurance services and insurtech industry, today announces the appointment of Partners Rinki Melwani and Benjamin James as Co-Heads of UK & Europe who will jointly report to Tony Ursano, Founder, Managing Partner and Chief Executive Officer.
New York, September 21, 2026: Insurance Advisory Partners, the investment bank focused exclusively on the insurance, insurance services and the insurtech industry, today announces the appointment of Matthew Morris as Partner in its New York office, effective immediately.
IAP Acted as Financial Advisor to KKR & Co. Inc. on the $17 Billion Sale of USI Insurance Services to Aon plc On August 31, 2026, KKR & Co. Inc. (“KKR”) announced the $17 billion sale of USI Insurance Services (“USI”) to Aon plc (“Aon”), one of the largest global […]
IAP acted as Financial Advisor to Cinven and La Caisse on its acquisition of Optio Group On July 27, 2026, Cinven and La Caisse announced their joint acquisition of Optio Group, a leading independent international specialty MGA. Founded in 2018 and headquartered in London, Optio business underwrites a diversified portfolio […]
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.
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.
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.
IAP served as Exclusive Financial Advisor to INSTANDA on its Investment Round led by CommerzVentures
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.
On October 6, 2025, Lee Equity Partners, LLC (“Lee Equity”) announced its investment in Arcadian Risk Capital (“Arcadian”) by funds managed by Lee Equity.
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.