Lender / capital provider for insurance carrier deal?
September 15, 2025
by a searcher from Columbia University - Columbia Business School in New York, NY, USA
Hi All,
I'm supporting a close friend with the MBO of a specialty insurance carrier... $2B+ AUA. Ebitda is $7m+. It's offshore but management and policies are held in the US. Top reputation in its niche.
Super favorable/derisked deal for the buyer since they have led ops for a year +.
Total need is around $25M to get the deal done - open to blend of debt and equity under certain circumstances.
Quite a few term sheets coming in... but wanted to really exhaust the universe of capital providers before making a decision.
Any ideas?
Feel free to dm, reply, or shoot me a note.
Thanks as always!
Richard
from Massachusetts Institute of Technology in Portland, OR, USA