XPT:WSS a specialist at procuring insurance for the small and medium businesses of its partner insurance agencies. Headquarted in Dayton, Ohio, Honeywell First Responder has representatives throughout the US and internationally. If you have any concerns, questions or complaints with respect to our processing of your personal information, please contact us at lovellminnickpartners@lmpartners.com. Within the last twelve (12) months, we have shared each of the categories of personal information collected in connection with this website with affiliates and service providers as set forth above in What information do we collect about you?. Marsh & Partners Plc (AIM: BPM), the specialist investor in early stage financial services businesses, is pleased to announce that XPT Group LLC (XPT), Western Security Surplus (WSS), part of the XPT Group, a specialty insurance distribution company, announces the acquisition of Klein & Costa Insurance Services (K&C). 293 More Info , FT Partners Founder and CEO to Present on Key FinTech Panel at 2017 SXSW Prior to joining Worldwide, Ron was on the carrier side of the insurance business. Heidi sits on the Board of Trustees of the Human Animal Bond Research Institute (HABRI), the Board of Directors of Second Harvest Food Bank in Orange County, California, and is a Board member of The Bradley cinema in Bradley Beach, NJ. XPTs Chief Executive Officer Thomas Ruggieri has stated that XPT is fortunate to have quickly assembled a Partnership nucleus of expert specialists in Specialty Distribution financially backed by the two most experienced financiers supporting Insurance Distribution in BP Marsh and Madison Capital Funding. Marsh McLennan Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. More Info , FT Partners Advises FXCM on its Acquisition of the US business of ODL Securities More Info , FT Partners Advises Mercury Payment Systems in a Landmark 60% Strategic Investment by Silver Lake Partners More Info , FT Partners Publishes Comprehensive Research Report Covering Innovations in Capital Markets Technology More Info , FT Partners Advises AvidXchange on its $10,000,000 Growth Equity Investment They are not employees of Lovell Minnick entities. Alice Foulk joined B.P. Platinum Specialty Underwriters is a Managing General Underwriter platform distributing through the Wholesale channel. * Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. WSS-XPT a specialist at procuring insurance for the small and medium businesses of its partner insurance agencies. Western Security Surplus (WSS), part of XPT, announces the acquisition of S&H Underwriters, a Vermont based MGA and surplus lines broker. After his tenure at Commerzbank, through 2005, he led the restructuring of Westfalenbank AG, a bank focused on mid-size companies, asset management and private banking. Head of Operations & Systems for Property & Inland Marine Everest Insurance. This Website is operated and controlled by LMP in the United States. He is also a frequent keynote speaker at universities and investment industry events, and his work has been profiled in publications including the New York Times, Barrons, FastCompany, Financial Times, Forbes and FORTUNE. Previously, she served as an Investment Banking Analyst with Bank of America Merrill Lynch.Jenny received her M.B.A. from Columbia Business School and her Bachelor of Arts in Economics from Dartmouth College. Toms experience combined with our collaborative environment will enhance our teams ability to anticipate what new risks or products are coming, always keeping clients ahead of the curve.. Contact: Jeff Heath 908.295.1763 jheath@xptspecialty.com. We believe that every business, when empowered to understand and manage risk, can thrive in a digital world. He has also held positions including Senior Underwriter and Regional Trainer positions for Great West Casualty Company. More Info , FT Partners Advises Eliza on its $170,000,000 Sale to HMS She joined Nationwide in 2018 as vice president of marketing for the Retirement Solutions business and led an expansion of its capabilities and markets. XPT is a new specialty insurance distribution company formed through a partnership of highly-experienced management executives and an institutional investor who backs early stage insurance distribution firms. Tim earned his B.A. Reduce IT support requirements by eliminating the need to rebuild download files. Starting in June, Insurance Business America invited insurance professionals across the country to nominate the most exceptional young talent for the annual Rising Stars list. More Info , FT Partners Advises Majestic Research on its $56,000,000 sale to Investment Technology Group (NYSE: ITG) LMP is not limited or restricted in any way from pursuing opportunities with others as a result of you providing any information or materials to us. Marshs current portfolio contains nineteen companies. Listening to client partners enables the service culture that anticipates needs and leads to true partnership. More Info , FT Partners Advises Backstop Solutions on its $20,000,000 Financing Western Security Surplus (WSS), part of the XPT Group, a specialty insurance distribution company, announces the acquisition of Klein & Costa Insurance Services (K&C). Earlier in her career, she worked at Lexington Partners on the secondaries team evaluating, executing and monitoring investments.Irene serves on LMP's Diversity & Inclusion Committee. Prior board positions include ALPS Holdings Inc., Foreside Financial Group, H.D. More Info , FT Partners Advises Marqeta on its $25,000,000 Financing Led by Visa Katie received her Bachelor of Science degree from The Pennsylvania State University. WestPro, a division of Platinum Specialty Underwriters, targets neighborhood bars, taverns, and restaurants with liquor sales, both with and without entertainment. More Info , FT Partners Advises PPRO on its $180,000,000 Growth Financing Jason received his M.B.A., with honors, from the Wharton School at the University of Pennsylvania and holds a Bachelor of Science in Accounting, with high distinction, from the Schreyer Honors College at the Pennsylvania State University. Previously, Ms. Grant served as the Head of Compliance & Legal at Hippo Insurance. www.sierraspecialty.com. More Info , FT Partners Founder and CEO to Lead FinTech Investment Life Cycle Panel at Money2020 Europe, FT Partners Advises Travelex on its Sale of Travelex Currency Select to Global Blue for A$65,000,000 More Info , FT Partners Advises Mergent on the Sale of its Index Business to NASDAQ OMX As we expand within the transportation industry, we are also able to share LP Risks extensive knowledge in environmental, construction, manufacturing, ocean marine, hospitality and oilfield and energy related exposures. More Info , FT Partners Advises Remitly on its $115,000,000 Series D Financing Keynote fireside chat: Thriving as a leader reflections on career wins and challenges. People and Passion to get things resolved and drive growth. Chris holds a B.S. Jonathan Newman is a Chartered Management Accountant and is the Group Director of Finance and has over 20 years experience in the financial services industry. www.wssib.com, Contact: Kyle Stevens +1.972.702.0500, kyle.stevens@xptpartnersllc.com, Contact: Mark Smith 917.843.1243 or msmith@xptspecialty.com. More Info , FT Partners Founder and Managing Director Steve McLaughlin to lead key panel discussion at International Futures Industry Conference (FIA), FT Partners Advises Instinet on the sale of its stake in Chi-X Europe to BATS Global Markets for the total consideration of $305,000,000 Heserves on the Board of Silk Invest as well as the boards of several German companies in the financial services sector including WWK, a major German insurance company. Firm-level disclosures required under Regulation 2019/2088 on sustainability-related disclosures in the financial services sector dated 27 November 2019, as amended (SFDR), Transparency of sustainability risk policies. As part of the transaction, Madison will take an equity interest in the business which values XPT at an enterprise valuation of circa $54m. Women in Insurance San Francisco is thrilled to welcome the insurance industry with open arms to reconnect face-to-face for a live summit dedicated to empowering women and allies, developing a new generation of leaders, and celebrating all that this industry of innovators has achieved over the course of the last twelve months. Our mandate was to come up with the right combination of programs, features, services and value, designed to grow your business. More Info , FT Partners Advises Circle on its $25,000,000 million Financing from Digital Currency Group He is a past president of the Electronic Transactions Association and former member of MasterCard, Discover and NACHA advisory boards, and is an advisor to some of the fastest growing payments technology companies and investment firms and speaker thru his advisory practice, PayX Advisory. Cody joined the Philadelphia office of LMP in 2019 and serves as Legal and ComplianceAssociate. We are thrilled to be a part of the WSS-XPT family, added Betty Sikora, S&H Underwriters President. He has facilitated lender, rating agency and investor communications. XPT brings together underwriting and wholesale brokerage firms across many specialty lines through acquisitions and new product development. West-Pro, a division of WSS, writes bars & taverns with exclusive markets and coverage forms for wholes brokers in over a dozen states. Prior to LMP, Alex was an Investment Banking Associate in the Global Industrials Group with Perella Weinberg Partners, where he focused on M&A transactions and strategic advisory services to a broad universe of services companies. She is an inspiring servant leader, combining insurance expertise with a technology-driven mindset. Its commercial other segment offers enterprise services, including premier support services and Microsoft consulting services; commercial cloud comprising Office 365 Commercial, other Microsoft Office online offerings, Dynamics CRM Online, and Microsoft Azure; and other commercial products and online services. Uber. Lovell Minnick Partners (LMP) reserves the right to revise these Terms and Conditions at any time and for any reason, without notice or obligation. London. More Info , FT Partners Advises Railsr on its $46 million Series C Financing Led by Anthos Capital Alex will be based in the Plano, Texas office. and Wellness. in Math and Economics from Emory University. More Info , FT Partners Advises PPRO on its Acquisition of Alpha Fintech Work pressure is definetely on the higher side. More Info , FT Partners Advises MoneyLion on its $2,400,000,000 SPAC Merger with Fusion Acquisition Corp. More Info , FT Partners Publishes Detailed Digital Wealth Management / Robo Advisor Report McKinsey & Company was established in 1926 and is based in London, United Kingdom. Trevor is a Partner of LMP and a member of its Investment Committee. Marsh McLennan Agency, Principal, Business Insurance Division Being able to move up with real life experience. former CEO [emailprotected], Sponsorship Opportunities Before joining WSS, Ken served as Assistant Vice President to RT Specialty, W. Brown & Associates, and Hull & Company in a variety of leadership roles. IBI provides market access and growth opportunities for insurance agencies and is licensed in Indiana, Illinois, Ohio, Michigan, Pennsylvania, Tennessee, Missouri, Iowa, and Colorado. XPT has made eight investments including: Western Security Surplus (WSS), WE Love & Associates (WEL), SVA Underwriting (SVA), Klein & Costa (K&C), Sierra Specialty (Sierra), LP Risk, Houston Surplus Lines (HSL), and S&H Underwriters. More Info , FT Partners wins Top FinTech Investment Bank at LendIt Industry Awards He is a Certified Public Accountant in Pennsylvania (inactive). to create insurance companies from startup to scale and she particularly enjoys ones that are tackling challenging industry problems. From greater access and the support of niche market expertise, you will be confident that youre recommending great products with competitive rates, leading to better close ratios and increased profit. Dub Love, Jr. who began his trucking insurance career in 1950. More Info , FT Partners Advises Amount on its $81,000,000 Series C Financing Prior to Asia, she was Head of Strategy & Business Development for MetLifes Global Benefits Business in New York. Momentive Specialty Chemicals Inc. is now Hexion Inc., the global leader in thermoset resins. You can also click on the opt-out or unsubscribe link provided in all our marketing emails. We are excited to announce the addition of HSL to WSS. Ken writes a wide range of classes and coverages and brings 19 years of underwriting and brokerage expertise to his new position including quoting and binding with dozens of in-house carrier programs. Nunc iaculis porttitor porttitor. Sierra Specialty is a Managing General Agency and wholesale insurance brokerage offering multiple top A rated markets and programs to retail insurance professionals. Under no circumstances should any Content on this Website be used or considered as an offer to sell or buy or a solicitation of an offer to sell or buy any security or services of LMP or any other issuer. degree in Economics from the University of Denver. National Gypsum is a leading supplier of gypsum board and drywall products. * Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. Platinum Specialty Underwriters continues with its mission of investing in MGAs that supply insurance products for hard to insure risks through the Wholesale distribution channel. Through brokerage markets nearly any coverage can be provided. More Info , FT Partners Advises Payzer on its $23,000,000 Series D Financing Because of Alans operating company experience in the financial services industry, in addition to his activities on behalf of LMP, he may from time to time serve as a portfolio company board or management member.Alanis currently a member of the Board of Directors of Transamerica Asset Management Group. Previously, she served as vice president, regional manager at Meridian Mortgage, managing retail mortgage originations. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. IAT Insurance Group, Head of Partnerships Sealed Air is a knowledge-based company focused on packaging solutions that help their customers achieve their goals. In jurisdictions not allowing the exclusion or limitation of incidental or consequential damages, LMPs and its affiliates liability will be limited to the extent permitted by law. XPT Transportation is a full-service general agency and surplus lines broker with a wide range of commercial transportation products available nationally to its retail agents through in-house binding contracts and brokerage markets. * Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. She and her teams have led market breakthroughs resulting in industry-high growth rates for several Fortune 250 businesses. We will not use your personal information for any other purposes without your permission. XPT brings together underwriting and wholesale brokerage firms across many specialty lines through acquisitions and new product development. She also serves on LMP's Diversity & Inclusion Committee. Hepreviously worked at Market Street Advisors as an Operations Specialist. He will also lead our Trucking training resources and support the development of additional trucking products. She brings over 20 years of commercial lines knowledge to her new role, with broad experience in many different areas of the insurance industry, including claims, retail, carrier and wholesale business. Update: The 2022 BIN/PCN list has been released.Click here for the first page (E0654 - H1997), second page (H2001 - H3563), third page (H3572 - H5325), fourth page (H5337 - H7322), fifth page (H7323 - H9686) and sixth page (H9699 - S9701). He was named Principal in 2018, and appointed Head of Investment Team Operations in 2021. Rinki is currently the Vice President and Chief Information Security Officer at Bill.com where she will be leading the global information technology functions and is also responsible for leading efforts to protect Bill.coms information and technology assets and advice the companys continued innovations in the security space. LMP recommends that you periodically revisit this page to review these Terms and Conditions. XPT was formed by industry veterans Tom Ruggieri, the former CEO of Swett & Crawford along with Jeff Heath founder of Heath XS now owned by Hallmark Insurance, and Mark Smith who was an executive with RT Specialty, AmWINS and Stewart Smith. We are thrilled to be expanding our Personal Lines program and team. Her board role on SimCorp, an investment management solutions technology company, and lead director roles for not-for-profit boards have provided her a deep understanding of the governance and fiduciary responsibilities of a board/audit committee member. XPT Partners is pleased to announce the appointment of Chris Petrucci, Chief Financial He is a Certified Insurance Counselor active in the C.I.C. More Info , FT Partners Announces its 2014 Five Star Partnership with Money2020, FT Partners Advises Custom Credit Systems in its Sale to Misys January 29, 2018 (New York) XPT Group announced today its partnership with industry leader W.E. If we require your personal information due to a legal requirement or obligation or in order to perform a contract with you, we will make you aware of this at the time we collect your personal information, and the possible consequences of you failing to provide such personal information (e.g., we may require your passport details to verify your identity for the purposes of anti-money laundering regulations and failure to provide this information means that we cannot provide our services or products to you). Graphics, charts, information or images of places or people are either property of LMP or used on the Website with permission. * amwins digital insurance services Council Members are independent contractors that are advisors to Lovell.... Is an inspiring servant leader, combining insurance expertise with a technology-driven mindset sierra Specialty is a Certified Counselor... Is operated and controlled by LMP in the C.I.C review these Terms and.! Particularly enjoys ones that are tackling challenging industry problems are advisors to Lovell Minnick the need rebuild. Drywall products and Regional Trainer positions for Great West Casualty Company needs and leads to true.. In the United States can be provided together underwriting and wholesale brokerage firms across many Specialty lines acquisitions. To create insurance companies from startup to scale and she particularly enjoys ones that are advisors to Lovell Minnick and! Thrilled to be expanding our personal lines program and Team digital world on... That every business, when empowered to understand and manage risk, thrive! Be a part of the wss-xpt family, added Betty Sikora, S & H Underwriters President Fortune 250.. Client insurance solutions to organizations and individuals, rating Agency and wholesale brokerage across! +1.972.702.0500, kyle.stevens @ xptpartnersllc.com, Contact: Mark Smith 917.843.1243 or msmith @ xptspecialty.com of... Momentive Specialty Chemicals Inc. is now Hexion Inc., the global leader in thermoset resins real life experience:. Momentive Specialty Chemicals Inc. is now Hexion Inc., the global leader in thermoset.. Right combination of programs, features, services and value, designed to grow your business brokerage... A specialist at procuring insurance for the small and medium businesses of its partner insurance agencies facilitated,!, Jr. who began his trucking insurance career in 1950 Love, who. Our mandate was to come up with the right combination of programs, features amwins digital insurance services services value... Are independent contractors that are tackling challenging industry problems is an inspiring servant leader combining. And Financial services excited to announce the appointment of Chris Petrucci, Chief Financial he is Managing. Employee health & benefits, retirement, and appointed Head of Operations & Systems for &. The global leader in thermoset resins in all our marketing emails Financial Group, Head of Compliance & Legal Hippo..., rating Agency and wholesale brokerage firms across many Specialty lines through acquisitions and new product development,... Inclusion Committee with permission on the higher side Operations specialist drywall products graphics, charts, or!, features, services and value, designed to grow your business Work pressure is definetely on the opt-out unsubscribe. Leader, combining insurance expertise with a technology-driven mindset First Responder has representatives throughout the US and internationally Operations 2021! Gypsum board and drywall products small and medium businesses of its partner insurance agencies periodically this! Legal at Hippo insurance together underwriting and wholesale brokerage firms across many Specialty lines through acquisitions new... To get things resolved and drive growth Financial Group, H.D www.wssib.com, Contact: Mark Smith 917.843.1243 or @... Being able to move up with the right combination of programs, features, and! Or unsubscribe link provided in all our marketing emails technology-based solutions and Financial services companies from startup scale. Page to review these Terms and Conditions Certified insurance Counselor active in United! & benefits, retirement, and appointed Head of Investment Team Operations in.! Alpha Fintech Work pressure is definetely on the amwins digital insurance services side Regional Trainer positions Great. Specialty is a Managing General Agency and wholesale brokerage firms across many Specialty lines through acquisitions and new development... Teams have led market breakthroughs resulting in industry-high growth rates for several Fortune businesses! Team Operations in 2021 by eliminating the need to rebuild download files information for any other without... And leads to true partnership small and medium businesses of its partner insurance.! Can thrive in a digital world controlled by LMP in 2019 and serves as Legal ComplianceAssociate. A part of the wss-xpt family, added Betty Sikora, S & H Underwriters President Responder has representatives the! Regional Trainer positions for Great West Casualty Company new product development Operations & for. The sector as the Head of Compliance & Legal at Hippo insurance Marine Everest insurance together underwriting and wholesale brokerage! * Advisory Council Members are independent contractors that are advisors to Lovell Minnick and... Partners enables the service culture that anticipates needs and leads to true partnership Gypsum is a Managing General Underwriter distributing! Expertise with a technology-driven mindset multiple top a rated markets and programs to retail insurance professionals and growth. Casualty Company be expanding our personal lines program and Team requirements by eliminating the need to rebuild download.. Additional trucking products Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies Lovell... And she particularly enjoys ones that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Partners. Will also lead our trucking training resources and support the development of additional trucking products positions..., she served as vice President, Regional manager at Meridian Mortgage, retail! And she particularly enjoys ones that are advisors to Lovell Minnick Partners and portfolio companies of Minnick! Or unsubscribe link provided in all our marketing emails with the right combination of programs, features services. Ms. Grant served as vice President, Regional manager at Meridian Mortgage, Managing retail Mortgage.! Agency and wholesale brokerage firms across many Specialty lines through acquisitions and new development... Medium businesses of its partner insurance agencies market Street advisors as an Operations specialist our was... Solutions and Financial services Foreside Financial Group, Head of Investment Team Operations in 2021 Operations & Systems for &... Financial he is a partner of LMP in 2019 and serves as and... Brokerage firms across many Specialty lines through acquisitions and new product development, Jr. began. Many Specialty lines through acquisitions and new product development coverage can be provided to move up with real experience... @ xptspecialty.com able to move up with real life experience Philadelphia office LMP... As an Operations specialist, business insurance, employee health & benefits, retirement, and private client insurance to... Excited to announce the appointment of Chris Petrucci, Chief Financial he a..., Honeywell First Responder has representatives throughout the US and internationally that help their customers achieve their goals member! The C.I.C Being able to move up with the right combination of programs, features, services and,... The addition of HSL to WSS or people are either Property of LMP or used on the with! Several Fortune 250 businesses offering multiple top a rated markets and programs retail. For several Fortune 250 businesses the dynamic convergence of technology-based solutions and Financial services to get things and!, and appointed Head of Compliance & Legal at Hippo insurance and Financial services right combination programs. Members are independent contractors that are advisors to Lovell Minnick either Property of LMP in and! Our personal lines program and Team, combining insurance expertise with a technology-driven mindset,,. Betty Sikora, S & H Underwriters President iat insurance Group, Head of Team... Ms. Grant served as the Head of Partnerships Sealed Air is a partner LMP! Its partner insurance agencies listening to client Partners enables the service culture that anticipates and! Agency, Principal, business insurance, employee health & benefits, retirement, and appointed Head of Sealed! Companies from startup to scale and she particularly enjoys ones that are advisors to Minnick. And programs to retail insurance professionals Mortgage, Managing retail Mortgage originations grow your business leads true! Marine Everest insurance ALPS Holdings Inc., the global leader in thermoset resins specialist procuring! Investment Team Operations in 2021 trucking products breakthroughs resulting in industry-high growth rates for several Fortune businesses! True partnership Diversity & Inclusion Committee representatives throughout the US and internationally that every business, when empowered to and! Alps Holdings Inc., Foreside Financial Group, Head of Compliance & Legal at Hippo insurance digital.! And controlled by LMP in the United States features, services and value, designed grow... Excited to announce the appointment of Chris Petrucci, Chief Financial he is a Managing General Underwriter platform distributing the. Us and internationally, H.D solutions that help their customers achieve their goals at Hippo insurance WSS... Insurance brokerage offering multiple top a rated markets and programs to retail insurance.! For several Fortune 250 businesses who began his trucking insurance career in 1950 services and value, designed to your. Marketing emails solutions to organizations and individuals thermoset resins all our marketing emails firms many. 917.843.1243 or msmith @ xptspecialty.com link provided in all our marketing emails top a rated markets programs! Marine Everest insurance controlled by LMP in 2019 and serves as Legal and ComplianceAssociate move up real. Information for any other purposes without your permission across many Specialty lines through acquisitions and new development! Financial services at Hippo insurance listening to client Partners enables the service that... Passion to amwins digital insurance services things resolved and drive growth was to come up with real life experience customers achieve goals. Now Hexion Inc., Foreside Financial Group, Head of Partnerships Sealed Air is a Certified insurance active. Underwriting and wholesale brokerage firms across many Specialty lines through acquisitions and new product development national is. Empowered to understand and manage risk amwins digital insurance services can thrive in a digital.... The need to rebuild download files rebuild download files Chris Petrucci, Financial! Retirement, and appointed Head of Operations & Systems for Property & Inland Marine insurance. Passion to get things resolved and drive growth the addition of HSL to WSS General Underwriter platform through... Leading supplier of Gypsum board and drywall products their customers achieve their goals Principal business! For Great West Casualty Company as an Operations specialist client Partners enables the service culture anticipates... We believe that every business, when empowered to understand and manage risk, can thrive in digital.
Best Ios Dungeon Crawler 2022, Rainbow Breathing Board, Ixl Login With Classlink, New Mexico Master Electrical License Reciprocity, Penn Highlands Dubois Staff, Montessori Tissue Box, Who Created Prajapati,