Financial Technology Partners - The Only Investment Bank Focused Exclusively on Financial Technology


FT Partners Advises Insurance Technologies, LLC

Overview of Transaction

  • On December 10, 2014, Insurance Technologies, LLC ("Insurance Technologies" or the "Company") announced its control investment from Moelis Capital Partners ("MCP")
  • Insurance Technologies is a market-leading provider of software and technology-enabled sales automation platforms; the Company was previously owned by Palm Beach Capital and management shareholders
  • Headquartered in Colorado Springs, Insurance Technologies has experienced tremendous success with its core ForeSight illustration product over the last few years and expects to continue its consistent growth with the maturation and market penetration of its FireLight e-application product
  • Moelis Capital Partners, an affiliate of Moelis Asset Management, is a middle market private equity firm founded in 2007 with $870 million of committed private equity capital

Significance of Transaction

  • The transaction demonstrates the increasing value of technological sales-enablement within the insurance industry
  • With the support of a large private equity firm, the Company will enhance its role as a market leader in the critical front-end connection between distributors and carriers in the life insurance and annuity markets

FT Partners' Role

  • FT Partners served as exclusive strategic and financial advisor to Insurance Technologies and its Board of Directors
  • FT Partners leveraged its deep knowledge of the Company, extensive experience and broad industry relationships to help achieve a highly favorable outcome for the Company
  • Transaction demonstrates FT Partners' continued success advising top-tier companies within the insurance services sector