Publications
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.
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.
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.
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.