About Us

Cultivating growth through strategic leadership

We seek to be the preferred, strategic advisor and thought partner to senior management, boards of directors and company ownership. 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.

Our goal is to become a genuine thought partner dedicated to a single objective – unlocking material value for your enterprise. We look forward to working with you.

Joseph Scheerer,
Principal and CEO


We focus exclusively on providing strategic advisory services to the insurance industry. We have insights based on long experience, unmatched industry contacts and a track record of successful outcomes for our clients.


We are passionate about the business of insurance. Integrity in the conduct of business is at the heart of everything we do. We are independent with no conflicts of interest.


We are committed to winning for our clients. Creativity and innovation in problem solving are top priorities in all engagements. We have no products to sell — just honest advice based on rigorous analysis of each client’s needs.


We are agile and unburdened by layers of management. We believe being small and devoted one-on-one to our clients is a competitive point of difference. We work in a highly charged, collegial and collaborative atmosphere that translates into better solutions.

Meet Our Team

Decades of experience in cutting-edge strategy


Joseph M. Scheerer

CEO, Principal & Board Member

Ian Winchester

Chairman of the Board

Gregory E.A. Morrison

Partner & Board Member

Christopher Harman


Kendel Bell


Adam Clay


Paul Dzielinski


Paul Kneuer

Managing Director

Martin Davies

Managing Director

Edward J Yorty

Strategic Advisor

Gavin Watson

Strategic Advisor

Justin Roman

Vice President

Daniel Hughes 


John Crane


Daniel Browne


“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


“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


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

Brian Roney, President


“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