Our Services

Mergers & Aquisitions

We are specialist advisors on both the buy and sell side to senior management and boards on mergers, restructurings, and acquisitions in the insurance industry. Services include:

  • Assess, define, and implement strategic goals
  • Determine optimal transaction structures
  • Valuation analysis
  • Secure value-added partners
  • Unlock value in non-core operations
  • Negotiate on behalf of strategic partners

“Stonybrook’s insights and perspectives on the valuation of an investment we made were very helpful and provided in a timely manner”

Mike Paquette, President, Montpelier Re U. S. Holdings, Ltd.

Raising Capital

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

  • Debt, preferred, and mezzanine securities
  • Equity
  • Reinsurance
  • Restructuring to return excess capital to shareholders or to grow the business
  • Initial Public Offering advisory
  • Regulatory requirements and rating agency standards considered in all assignments

“Stonybrook was instrumental in helping us evaluate our investment.”

Mike Sapnar, CEO, TransRe

Strategic Advisory

As a thought partner, we advise clients on strategic alternatives to achieve short-term profit objectives and long-term business goals. We have no conflicts of interest; our sole commitment is to bring clients a fresh point of view. Services include:

  • Business plans
  • Franchise valuations
  • Divestiture options
  • Partnership options
  • Succession plans

“We found Stonybrook Capital to be deliberate, thoughtful, and effective in delivering strategic solutions, and we look forward to working with them in the future.”

James Esse, President, Sawgrass Mutual Insurance Company

“Stonybrook has been a loyal partner of FSIM for years. We are very excited about the CompWest appointment and appreciate Stonybrook’s role in bringing us together.”

Bridget C. Halvorson, CEO and Chairperson, FSIM

(Re)Insurance Services

To complete its suite of services, Stonybrook has established a wholly owned subsidiary, Stonybrook Risk Management, LLC. To address its clients insurance related needs. Stonybrook Risk Management is a licensed reinsurance intermediary, which in addition to the traditional reinsurance placement services also offers the following support activities:

  • Prospective Carrier/MGA Identification
  • Product Development
  • Alternative Risk
  • Captive Services
  • Strategic Advisory
  • ADC’s, LPT’s, ILW

Market Finding Services

We understand the strategic importance of market diversification and the significance of strong, values-based partnerships. Through our network of senior executives in all branches of property/casualty insurance and reinsurance, Stonybrook offers clients the market intelligence, contacts, and experience to secure new markets for:

  • Managing General Agents
  • Managing General Underwriters
  • Program Administrators

Extended Services

Through its corporate partnerships, Stonybrook offers clients a holistic relationship with access to a broad spectrum of services beyond traditional insurance banking.

  • IPOs
  • Follow-on public equity offerings
  • Non-deal roadshows
  • After market support
  • Equity/debt capital markets research