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.
Lisa Corless, President and CEO
AF Group
Joe King, co-CEO
Cypress
Gary Cantor, EVP
Florida Peninsula
Bruce Lucas, CEO
Heritage
Brian Roney, President
Conifer
Chuck Chamness, CEO
NAMIC
News & Events
Forward thinking strategy, analysis and insight
May 16, 2024
Stonybrook adds former Pharmacists Mutual CEO Yorty as strategic advisor
Boutique insurance advisory firm Stonybrook Capital and Risk Management has added former Pharmacists Mutual Insurance...
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...