Vanbridge, an EPIC company

M&A activity is rebounding, with Private Equity (PE) playing a significant role. In Q2, PE’s share of total M&A deal value surged to 41%, up from 33.5% in the previous quarter. This growth is fueled by banks resuming lending for leveraged buyouts, lowering borrowing costs, and driving a surge in large take-private deals. PitchBook's Q2 2024 Global M&A Report covers the trends shaping M&A dealmaking by region and sector—and how these developments may set the stage for an active second half of the year. #M&A #Dealmaking #PrivateEquity

Dive into this insightful article by Quentin Hills to understand the ‘why’ and ‘how’ behind collateral requirements and the compelling need for alternatives like Convergence Point Solutions' ALOC facility. Crafted with financial acuity and a deep understanding of the industry’s needs and facilitated by a strategic partnership between Vanbridge and GreensLedge, the ALOC Facility offers an efficient, off-balance sheet solution for companies to post collateral for their Casualty insurance programs.

We are delighted to share that Matthew Riedel, the talented golfer Vanbridge proudly sponsors, delivered an impressive 2nd place performance this weekend at The Ascendant presented by Blue at TPC Colorado on the Korn Ferry Tour. We are proud to support such a talented athlete and look forward to witnessing his continued success on the tour! Congratulations Matthew on an outstanding performance! #ProudSponsor #BusinessandSports #SuccessOnAndOffTheCourse #KornFerryTour PGA TOUR GalwayPlus Galway Holdings EPIC Insurance Brokers & Consultants

We are thrilled to announce that Mitchell K. Smith, our President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes' fourth annual Best-in-State list!   With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbes and SHOOK Research's 2024 Best-In-State list features 1,445 top financial security professionals from across the country, and we are incredibly proud to have Mitch recognized among them. SHOOK Research’s rankings are based on one simple notion: “Would we recommend these professionals to a family member or a friend?” SHOOK evaluated more than 17,011 professionals for consideration in its rankings published by Forbes, from which the ranked FSPs were considered. These advisors were filtered down from over 45,370 nominations based on SHOOK’s high quantitative and qualitative thresholds. Please join us in congratulating Mitch on this well-deserved recognition! EPIC Insurance Brokers & Consultants Galway Holdings #FinancialProfessionals #IndustryLeader #NYC

In the first quarter, corporate divestitures saw a resurgence, giving sellers increased flexibility and liquidity. According to PitchBook, this resurgence also presented private equity buyers with valuable acquisition opportunities, especially at a time of limited sponsor-to-sponsor activity. #PrivateEquity #MergersAndAcquisitions #MarketTrends

Today, we celebrate the end of slavery in the United States and honor the resilience and strength of Black Americans. As we commemorate this day, we encourage our team, partners and community to take a moment to educate, reflect and engage in meaningful conversations about our shared history and the ongoing fight for civil rights. #Juneteenth #Equality #Inclusion #Diversity

Want to attract more #UHNW clients? Mitchell K. Smith suggests you learn to think like one. https://bit.ly/4drP5ch #ClientAcquisition #MarketingStrategy #NicheMarketing #IndependentInsuranceAgents #FinancialAdvisors #WealthPlanning

Vanbridge is excited to announce the addition of Chris Clausi to our Transactional Risk and Executive Liability teams as Head of Claims. Chris will counsel Vanbridge’s clients on claims-related issues and advocate for their rights with insurers during the claims process. Chris joins Vanbridge from the insurance carrier side, where he focused on management liability products for both private and public companies. He has worked closely with some of the largest carriers and brokers in the industry and spent many years supervising numerous third-party claims adjusters.  Before entering the insurance industry, Chris spent two years as a senior associate at Ernst & Young, conducting tax-related diligence related to mergers and acquisitions on behalf of private equity firms and multinational corporations. He also spent several years as a litigation attorney, specializing in contractual disputes and employment-related matters.  We are delighted to welcome Chris to the team. #welcometotheteam #transactionalrisk #executiveliability #claims

With so many insurance products and financial services in the market, advisors specializing in a “niche” can have many meanings. The latest issue of Aspire Magazine looks inside niche markets and highlights overlooked opportunities and practical approaches and tools for honing the pitch to mine these markets. Vanbridge’s Managing Principal and President of EPIC Life and Executive Benefits, Mitchell K. Smith, shares his insight on working with high-net-worth clients, meeting their expectations, and making conversations more effective. Read Mitch’s full article, published in Aspire magazine’s May/June issue. https://bit.ly/3yicqgn #insuranceinsights #nichemarketing #highnetworth EPIC Insurance Brokers & Consultants LIBRA Insurance Partners Galway Holdings

Vanbridge is excited to announce the addition of Matthew Cross to our Annuity practice. With over 15 years of experience in the Financial Services industry, Matt has a significant background in the distribution of many types of annuities and insurance solutions, including Variable, Index, Fixed, RILA, IOVA, SPIA/DIA, and LTC. Matt joins Vanbridge most recently from Corebridge Financial, one of the largest and most established providers of retirement solutions and insurance products in the US, where he served as a Divisional Vice President. Matt will play a pivotal role in supporting and advancing the expansion of Vanbridge’s rapidly growing Annuity division.   #welcometotheteam #annuities EPIC Insurance Brokers & Consultants