Sub-Sector Spotlight: Insurance Brokerage

We are a preferred financing partner for insurance brokerage platforms. We've closed over $5 billion in deals since 2018, with more than 55% of platforms receiving follow-on commitments.

$5+ Billion

Total Commitments

20+

Unique Platforms

53%

Deals Lead or Co-Lead

$50 Million – $3.5 Billion

Facility Size Range

Source: Golub Capital as of September 30, 2024.

GOLD*
Facility

Administrative Agent
Left Lead Arranger
Joint Bookrunner

Kelso & Company

USD

GOLD*
Facility

Joint Lead Arranger
Joint Bookrunner

Goldman Sachs Merchant Banking

Senior Credit
Facilities

Joint Lead Arranger
Joint Bookrunner

Stone Point Capital, Clayton, Dubilier & Rice, Mubadala Capital

GOLD*
Facility

Left Lead Arranger
Joint Bookrunner

GI Partners, Summit Partners

GOLD*
Facility

Joint Lead Arranger
Joint Bookrunner

Genstar Capital, Flexpoint Ford

GOLD*
Facility

Administrative Agent
Joint Lead Arranger
Joint Bookrunner

Warburg Pincus, Great Hill Partners

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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