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Investment Summary

AmWINS Invests In CAIS

On March 3, 2025, AmWINS invested in insurance company CAIS

Investment Highlights
  • This is AmWINS’s 36th transaction in the Insurance sector.
  • This is AmWINS’s 36th transaction in the United States.
  • This is AmWINS’s 1st transaction in Nevada.

Investment Summary
Date 2025-03-03
Target CAIS
Sector Insurance
Investor(s) AmWINS
Deal Type Stake Purchase
Advisor(s) Dowling & Hales (Financial)

Target

CAIS

Las Vegas, Nevada, United States
CAIS is a provider of insurance solutions for community associations, including HOAs, townhomes, condos, and PUDs. CAIS was founded in 1999 and is based in Las Vegas, Nevada.

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Investor(S) 1

Investor

AmWINS

Charlotte, North Carolina, United States
Category Company
Founded 1998
Sector Insurance
DESCRIPTION

AmWINS is a distributor of insurance products, provides property and casualty products, group insurance programs, and administrative services to retail insurance agents. It provides brokerage services in the areas of property, casualty, financial risk, auto, construction, environmental, healthcare, life sciences, and public entity. AmWINS was founded in 1998 and is based in Charlotte, North Carolina.

DEAL STATS #
Overall 39 of 40
Sector (Insurance) 36 of 37
Type (Stake Purchase) 1 of 1
State (Nevada) 1 of 1
Country (United States) 36 of 37
Year (2025) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-01-02 Superior Underwriters

Bellevue, Washington, United States

Superior Underwriters is a managing general agency (MGA) focused on commercial lines, personal lines, and transportation business. Superior Underwriters was formed in 1928 and is based in Bellevue, Washington.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-03-25 Nelligan

Wall, New Jersey, United States

Nelligan is an independent general agency specializing in group ancillary benefits. Its comprehensive suite of products and team of specialists offer enhanced industry experience and broaden access to a well-established portfolio of ancillary solutions, including state disability & paid family & medical leave (PFML) and life & accidental death & dismemberment (AD&D). Nelligan was formed in 2008 and is based in Wall, New Jersey.

Buy -
Mergr

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