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  6. GTCR Invests In Winged Keel

Investment Summary

GTCR Invests In Winged Keel

On January 13, 2025, private equity firm GTCR invested in insurance company Winged Keel

Investment Highlights
  • This is GTCR’s 7th transaction in the Insurance sector.
  • This is GTCR’s 140th transaction in the United States.
  • This is GTCR’s 14th transaction in New York.

Investment Summary
Date 2025-01-13
Target Winged Keel
Sector Insurance
Investor(s) GTCR
Deal Type Growth Capital
Advisor(s) Houlihan Lokey (Financial)
Finn Dixon & Herling
Foley Hoag (Legal)

Target

Winged Keel

New York, New York, United States
Winged Keel is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families. It specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Life Insurance and Annuities. Winged Keel was formed in 1989 and is based in New York City.

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Investor(S) 1

Investor

GTCR

Chicago, Illinois, United States

Investor Investor Investor Investor

Category Private Equity Firm
Founded 1980
PE ASSETS 15.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

GTCR is a private equity firm that typically partners with management when pursuing acquisitions. The Firm looks to grow companies through build-on acquisitions, consolidations, and internal growth. GTCR will consider both equity and mezzanine capital commitments and concentrates its investment activity in consumer products & services, healthcare services, outsourced business services, technology, transaction processing, and pharma/medical products. GTCR was formed in 1980 and is based in Chicago, Illinois.

DEAL STATS #
Overall 145 of 145
Sector (Insurance) 7 of 7
Type (Growth Capital) 12 of 12
State (New York) 14 of 14
Country (United States) 140 of 140
Year (2025) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-01-08 Concord

Scottsdale, Arizona, United States

Concord is a provider of software and administration services for specialized loan servicing. Concord was founded in 1988 and is based in Scottsdale, Arizona.

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