Thought Partners

Harness the current trends, insight & strategy

Our Mission

Cultivating growth through strategic leadership

Focused exclusively on the insurance and reinsurance industry, our team leverages strong relationships, decades of experience in all matters related to investment banking and insurance, along with an uncompromising commitment to achieving highly advantageous outcomes for our clients.

Dec 2023

Served as Financial Advisor

Nov 2023

Exclusive Sell-Side Financial Advisor

Sep 2023

Exclusive Sell-Side Financial Advisor

What We Do

Unwavering excellence in strategic advisory services

Investment
Banking

We work with clients to analyze and manage their capital structures and provide access to all forms of capital.

Reinsurance Brokerage

To address its clients insurance related needs. Stonybrook Risk Management is a licensed reinsurance intermediary.

Alternative Investments

We work with clients to analyze and manage their capital structures and provide access to all forms of capital.

“We are very appreciative of the support and resources provided by Stonybrook Capital to help make this pending acquisition successful.”

Lisa Corless, President and CEO

AF Group

“We appreciate the value Stonybrook brought to this endeavor by way of their many and deep relationships among lenders and their professional execution of the process.”

Joe King, co-CEO

Cypress

“I am pleased to have worked with Stonybrook on this transaction. Their expertise aided us in finding a quality partner and a desirable structure at very competitive rates.”

Gary Cantor, EVP

Florida Peninsula

“Stonybrook Capital’s insurance sector expertise made them easy to work with, as they thoroughly understood our business and our goals.”

Bruce Lucas, CEO

Heritage

“We have completed this transaction with Stonybrook Capital. The Firm is a specialist and was instrumental in delivering what we asked.”

Brian Roney, President

Conifer

“The company and its leadership bring a business focus that is consistent with, and brings added value to, the mutual insurance industry.”

Chuck Chamness, CEO

NAMIC

News & Events

Forward thinking strategy, analysis and insight

February 8, 2024

Stonybrook Advises Heritage on their $25 million Public Offering of Common Stock

On December 19, 2023, Heritage Insurance Holdings, Inc. (NYSE: “HRTG” or “Heritage”), a super-regional property...

January 19, 2024

Innovations in Workers’ Compensation

Dear Friends and Colleagues, Stonybrook Capital is a strong supporter of financing innovative developments across...