CASE STUDY

Private Placement

$641MM Multi-Entity Insurance Capital Raise

Private Placement logo representing a capital raise through multiple-entity debt and preferred equity financing.

A group of insurance and financial services entities sought a significant capital infusion to achieve ambitious growth targets. $641MM in new debt and preferred equity instruments was originated and strategically structured, addressing complex regulatory requirements while balancing multiple stakeholder interests. This tailored capital raise solution enabled rapid business expansion and strengthened the companies’ financial stability and market positioning.

Industry: Insurance