KBW has substantial expertise in the insurance and asset management industry with a focus on providing capital raising and advisory services for companies throughout the United States, Europe, Canada and Bermuda. Since 2004, KBW's insurance and asset management team has worked on more than 130 announced transactions with a deal value in excess of $35 billion. A number of these transactions have been cross-border deals in which the US insurance and asset management professionals have teamed up with KBW's European investment banking group based in London.

KBW's insurance and asset management clients range in size from small to mid-sized mutual companies to some of the largest financial enterprises in the world.

Below are some of our recent transactions:

Please click here to view all of the selected KBW Insurance and Asset Management transactions.

• Merger, Acquisition and Divestiture Advisory Services
• General Financial and Strategic Advice
• Special Committee Advisory Services
• Advice to State Insurance Departments and Asset Managers
• Initial Public Offerings, Secondary and Follow-on Equity Offerings
• Public and Private Debt and Hybrid Security Offerings
• Trust Preferred and Pooled Trust Preferred Offerings

The insurance and asset management investment banking team consists of 12 professionals with an impressive track record of advisory and capital raising experience across the financial institutions sector. All assignments are staffed with senior bankers who serve as a trusted independent advisor to the client. The KBW team's extensive experience is well suited to the wide range of potential transactions in the current complex market environment. Additionally, the global reach of the practice has been extremely beneficial to our clients.

Equity and debt clients benefit from KBW’s position as a leading authority on financial institutions in North America. KBW provides equity research coverage on more publicly traded insurance and asset management stocks than any other brokerage firm and supports the research with an active market-making effort. The firm has a strong track record in successfully placing securities with high quality institutional investors and is recognized by the nationally known investor polls as a leader in its field.

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