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Investment Banking

Insurance & Asset Management

KBW advised on the largest mutual to mutual insurance company merger in the past decade and is the leader in public equity offerings for insurance companies.

Focused on providing capital raising and advisory services for companies throughout the United States, Bermuda and Canada, KBW has unmatched expertise in the insurance and asset management industry.

Since 2003, the Insurance and Asset Management team has worked on more than 200 announced transactions with a total deal value exceeding $100 billion. In addition, the KBW insurance and asset management practice works in close coordination with our European investment banking group on cross-border assignments.

We cover the insurance industry quite broadly across multiple dimensions. Our clients range from small, regional companies to large, global enterprises. We cover risk-bearing underwriters, service and distribution companies and insurtechs. Our clients are involved in life, P&C, annuity, health and retirement products on both a primary and reinsurance basis. We provide our services to private, public, and mutual insurance companies, as well as to regulators and state insurance departments. KBW also works closely with the private equity, corporate venture, growth equity, venture capital and specialized debt firms that invest in the industry.

Our global team consists of financial industry experts with an impressive track record of advisory and capital raising across the financial sector. This experience equips our team to handle an extremely wide range of potential transactions in the current, complex market environment.

Our firm’s institutional sales force — which is recognized by accredited investor polls as a leader in its field — has a proven history of successfully pairing public and private equity and debt securities with institutional investors of the highest quality.

Ultimately, our team is distinguished by the breadth of our coverage and experience, the depth of our commitment to senior-level involvement in transaction execution, and the quality and independence of our advice.

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