Milestone Partners Forms Insure Homes and Recapitalizes Cypress Group Holdings

Insure Homes (a Milestone Partners Portfolio Company) Invests in StrucSure Home Warranty

July 27, 2021

Financial Services

Insure Homes Holdings LLC, a specialty insurance holding company backed by Milestone Partners, completed an investment in StrucSure Home Warranty, a Denver-founded provider of insurance-backed new-home structural warranties. The deal expands Insure Homes' warranty and builder-facing capabilities and supports StrucSure's national growth from a strong Texas presence; the transaction was supported by a senior credit facility led by Citizens Bank with Univest Bank participating.

AssuredPartners Acquires Cypress Insurance Group, Inc.

May 28, 2020

Insurance

AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc., an independent insurance agency based in Fort Lauderdale, Florida. The Cypress team of 20 (reporting $3 million in annualized revenue) will remain under the leadership of Terry Bond and Debbie Arciola as AssuredPartners expands its Florida presence.

GI Partners Recapitalizes Insurity, Inc.

June 21, 2019

Cloud & SaaS

GI Partners completed a recapitalization of Insurity, Inc., acquiring the leading cloud-based policy administration and analytics software provider for the Property & Casualty insurance industry from existing investors TA Associates, General Atlantic, and Genstar Capital. GI Partners will partner with Insurity's senior management to accelerate growth, expand product capabilities, and pursue add-on acquisitions to drive organic and inorganic expansion.

King Risk Partners Acquires Cypress Risk Management

September 24, 2024

Insurance

King Risk Partners, a Gainesville-based insurance brokerage, has acquired Cypress Risk Management, Ltd. Co., a Ridgeville, South Carolina insurance agency that specializes in the forestry and trucking industries. The deal expands King Risk Partners' presence in South Carolina and strengthens its sector capabilities for forestry and trucking clients; terms were not disclosed.

Shore Capital Partners Invests in Freestone Insurance Group

June 12, 2025

Insurance

Shore Capital Partners has entered a strategic partnership with Freestone Insurance Group, a Scottsdale-based insurance brokerage focused on employee benefits, enterprise risk management, and private client services. The investment will support Freestone's growth plan — including geographic expansion, capability investment, and selective add-on acquisitions — while founder Ben Hayes remains CEO.

The Halifax Group Acquires Majority Stake in Milestone Technologies; Two Sigma Impact Invests Minority

December 13, 2022

IT Services

The Halifax Group completed a control investment to acquire a majority interest in Milestone Technologies from H.I.G. Capital, with H.I.G. retaining a minority stake. Two Sigma Impact made a minority investment alongside Halifax, and Milestone's existing management team, led by CEO Sameer Kishore, will remain invested and continue to lead the company as it pursues further global growth in IT managed services.