Amwins and Flexpoint Ford Lead $250M Equity Investment in SageSure

SageSure Acquires Gemini Financial and Olympus Insurance Company

January 2, 2026

Insurance

SageSure has completed the acquisition of Gemini Financial Holdings Corporation and its Olympus subsidiaries, including Olympus Insurance Company, to support its Florida growth strategy and focus on mass-affluent homeowners. As part of the transaction, Valence Insurance Holdings (parent of SageSure's carrier partners Auros and Interboro) acquired Olympus Insurance Company; the deal expands SageSure's managed in-force portfolio to roughly 130,000 policies and ~$700 million of gross written premium in Florida.

Aquiline Capital Partners Makes Strategic Investment in SageView Advisory Group

January 5, 2021

Financial Services

Aquiline Capital Partners has made a strategic growth investment in SageView Advisory Group, a Newport Beach–based registered investment advisor focused on retirement plan consulting and wealth management. SageView founders Randy Long and Jon Upham retain a significant equity stake and will continue to lead the firm; the capital will be used to accelerate growth in institutional retirement and wealth management and expand financial wellness offerings.

SageView Advisory Group Acquires Capital One Investing Wealth Management Business

April 21, 2022

Wealth Management

SageView Advisory Group completed the acquisition of Capital One Investing, a $900 million wealth management business formerly owned by Capital One Financial Corporation. The deal transferred advisors, associates and accounts to SageView (supported by private-equity partner Aquiline) and expands SageView’s retirement-plan and wealth-management capabilities and AUM.

Blue Sage Capital and Four Point Capital Advisors Invest in NexGen Financial

April 18, 2023

Financial Services

Blue Sage Capital, in partnership with Four Point Capital Advisors, completed a growth capital investment in NexGen Financial. NexGen provides flexible capital solutions to debt settlement companies; the funding will serve as primary growth capital to accelerate partnerships, expand service offerings, and enhance analytical capabilities.

IK Investment Partners Acquires Majority Stake in You Sure

October 8, 2020

Insurance

IK Investment Partners, through its IK Small Cap II Fund, has agreed to acquire a majority stake in You Sure Investments B.V. from Synergia Capital Partners. The Netherlands-based insurance distribution platform, which operates as a broker and Managing General Agent (MGA) serving over 60,000 customers with more than 130 employees, will partner with IK to pursue further consolidation and organic growth in the P&C insurance market.

Flexpoint Ford Makes Strategic Growth Investment in TigerRisk Partners

April 20, 2020

Financial Services

Flexpoint Ford has made a strategic growth investment in TigerRisk Partners, a Stamford-based risk, capital and strategic advisor to the global insurance and reinsurance industry. The transaction will provide TigerRisk with additional capital and Flexpoint's sector expertise to support product, talent and geographic expansion while existing management and employees remain significant shareholders.