Sub-Sector Spotlight: Insurance Brokerage

We are a preferred financing partner for insurance brokerage platforms. We've closed over $4.9 billion in deals since 2018, with 56% of platforms receiving follow-on commitments.

$4.9+ Billion

Total Commitments

15+

Unique Platforms

60%

Deals Lead or Co-Lead

$50 Million – $3.4 Billion

Facility Size Range

Source: Golub Capital as of December 31, 2023.

USD

GOLD*
Facility

Joint Lead Arranger
Joint Bookrunner

Goldman Sachs Merchant Banking

GOLD*
Facility

Joint Lead Arranger
Joint Bookrunner

GI Partners, Summit Partners

GOLD*
Facility

Joint Lead Arranger
Joint Bookrunner

Genstar Capital, Flexpoint Ford

GOLD*
Facility

Administrative Agent
Left Lead Arranger
Joint Bookrunner

Kelso & Company

GOLD*
Facility

Administrative Agent
Joint Lead Arranger
Joint Bookrunner

Warburg Pincus, Great Hill Partners

GBP

GOLD*
Facility

Lender

Apax Partners, Carlyle

GOLD*
Facility

Administrative Agent
Joint Lead Arranger
Joint Bookrunner

KKR & Co., Lee Equity Partners

GOLD*
Facility

Joint Lead Arranger
Joint Bookrunner

Harvest Partners, Oak Hill Capital, Carlyle

* GOLD facilities are Golub Capital One-Loan Debt (one-stop) facilities.

For more information on our insurance brokerage financing capabilities:

Insurance Brokerage

Recent Transactions

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