K2 Insurance Services Acquires Oculus Underwriters

K2 International Acquires Rising Edge's Management Liability Underwriting Business

February 2, 2026

Financial Services

K2 Group Holdings Limited (K2 International) has acquired the management liability underwriting business and book of business from Rising Edge, establishing a new London-based division rebranded as K2 Executive Risk Limited led by Yoel Brightman. The deal transfers the existing book and capacity arrangements to K2 and expands the group's Financial Lines capabilities within its London underwriting platform.

Inszone Insurance Services Acquires Van Oppen & Co. 2

April 23, 2024

Insurance

Inszone Insurance Services has acquired Van Oppen & Co. 2, a specialist insurance brokerage serving the architectural, engineering, and environmental sectors. The deal expands Inszone's niche capabilities and brings VOCO2's industry expertise into Inszone's national brokerage network.

Socius Insurance Services Acquires Kelly Underwriting Services, LLC

January 18, 2023

Financial Services

Socius Insurance Services, a San Francisco-based wholesale insurance broker backed by Abry Partners, has acquired the assets of Kelly Underwriting Services, LLC, a Farmingdale, New York-based managing general underwriter (MGU) focused on professional liability programs. Kelly will operate its dedicated underwriting platform independently while Socius provides additional corporate leadership and operational infrastructure to accelerate growth.

Warburg Pincus Acquires K2 Insurance Services from Lee Equity Partners

December 1, 2022

Insurance

Warburg Pincus has agreed to acquire K2 Insurance Services from Lee Equity Partners to support the company's next phase of growth, including M&A and de-novo incubation. K2, a San Diego-based specialty insurance program manager that services over $1 billion in premiums through a portfolio of MGAs, will be backed by Warburg Pincus to expand its underwriting and distribution capabilities.

K2 Insurance Services Acquires Majority Stake in Columbia Pacific Finance

March 15, 2021

Insurance

K2 Insurance Services has acquired a majority stake in Columbia Pacific Finance (CPF), a Missoula, Montana–based premium finance and billing solutions provider for insurance agencies. The partnership will expand K2's product offerings and national footprint in premium financing and billing; CPF President Reghan Brandt will continue to lead day-to-day operations.

Lee Equity Acquires Majority Stake in K2 Insurance Services

May 14, 2019

Financial Services

Lee Equity Partners has signed a definitive agreement to acquire a majority ownership interest in K2 Insurance Services, a San Diego-based specialty insurance services holding company that owns a group of managing general agents (MGAs). K2's management, led by CEO Bob Kimmel, will remain in place with a meaningful equity stake; K2's carrier Aegis Security Insurance Company will be spun off and remain with Endeavour Capital and Patrick Kilkenny. The investment is intended to support K2's organic growth and acquisition-driven expansion of its specialty MGA platform.