Chris started INS Capital Group (ICG) when he saw a need for a quality, professional advisory firm to assist business owners in the insurance industry with exit planning, M&A and capital raising activities. Chris’ career in the insurance industry has focused on mergers, acquisitions and financing options for agents. Prior to founding ICG, Chris worked nearly 10 years with the largest insurance lender in the country, serving in the capacity of Sales Manager and Vice President. During his tenure, he was the firm’s top producer and responsible for handling some of their largest and most complex transactions. After leaving the lender, he consulted with an insurance M&A firm before founding ICG.
Chris’ client list includes a variety of business owners within the insurance industry, including independent retail agents, wholesale agents, Managing General Agencies and Program Administrators, whose market values ranged between $1M and $50M. With completed transactions totaling more than $300M for clients across the country, Chris has built an extensive network of buyers and lending professionals; a valuable resource to agents looking to sell, buy or raise capital.
Chris presents at insurance industry events on topics such as mergers, acquisitions, succession planning and financial options for agents as well as writes articles and conduct webinars for the insurance industry’s top banks on the same topics.
Chris is a Certified Exit Planning Advisor (CEPA), holds a Bachelor’s degree from Purdue University and a Financial Management Certificate from Cornell University.
Articles by Chris
Chris articles are in the works.