Financial Institutions Group

We cover a diverse set of companies, from insurtech disruptors to fee-based intermediaries, to balance sheet driven, rating dependent companies. We serve middle-market companies, from founder- and family-owned private businesses to public financial institutions pursuing M&A, liquidity, and capital solutions.

Our team brings best of class execution backed by deep insurance sector knowledge and MUFG’s capital market and insurance solutions expertise. We deliver a relationship focused, tailored advisory service to each of our valued clients with resources, sophistication, balance sheet strength, and global investor access.

Industry Coverage

  • Property & Casualty
  • Life & Annuity
  • Reinsurance
  • Insurance Brokerage
  • Insurance Servicing
  • Insurtech
Recent News & Insights
Transactions
  • Private Equity Buyer
  • Joint Bookrunner – ATHENE
  • Liberty Mutual Insurance
  • Lead-Left Bookrunner – Conifer Holdings Inc.
  • CPP Investment Board (CPPIB)
  • Joint Bookrunner – James River Group
  • Lead-Left Bookrunner – Voya Financial
  • Sun Life Financial
  • PMA Capital Corporation
  • Lead-Left Placement Agent – IronShore

* Represents transactions executed by professionals of Intrepid while at prior firms.