VALE Secures Strategic Growth Investment from Flexpoint Ford

Transaction Overview

VALE Insurance Partners (“VALE”) has received a strategic growth investment from Flexpoint Ford

  • Enhances VALE’s ability to expand its senior team and to accelerate its strategic growth plans
  • VALE’s management team will continue to operate the business following this transaction
    • Including Co-Founder and CEO R. Philip Stevenson and CUO Bryce Guingrich
  • Current employees will remain meaningful shareholders of the Company

VALE is a best-in-class MGA focused on the global transactional liability insurance market

  • Founded in 2014 by Jamie Sahara and R. Philip Stevenson and headquartered in New York, NY
  • Differentiated platform with an ability to underwrite complex risks and deliver specialized solutions
  • Provides a full suite of insurance services to the global transactional liability insurance market
    • Including quoting, underwriting, binding and claims handling
  • Supported by world-class insurance carrier partners

Flexpoint Ford is a private equity investment fund founded in 2003 and Headquartered in Chicago

  • Over $5bn of AUM and focused on the Financial Services and Healthcare sectors

TigerRisk Capital Markets & Advisory Role

TCMA acted as exclusive financial advisor to VALE; key roles and responsibilities:

  • Prepared detailed financial and valuation analysis for the VALE ownership group
  • Led a highly targeted auction sale process and introduced the counterparties
  • Created marketing materials and financial packages shared with potential investors
  • Offered insights around key transaction terms and conditions
  • Assisted in the negotiation of final transaction terms and conditions
  • Provided objective advice and acted as a confidant to the owners throughout the process
  • Assisted the owners and mgmt. in achieving an optimal transaction regarding valuation, terms & partner