Our Value Propostion

Our Team

As the former founders, owners and operators of a number of diverse and successful specialty general agency and insurance company businesses, we have a unique understanding of how to deliver and structure the right capital transaction for owners seeking to exit or recapitalize their companies. In addition to real-world operating experience, our principals have proven transactional experience having successfully formed, funded, built, managed, acquired and divested numerous insurance businesses.

Where We Operate

With our capital partners, we are able to look at a wide variety of transaction sizes, from $5M to $150M in revenue. A majority of our investment transactions will be in the lower middle market segment (>$50M in revenue) where many specialty insurance businesses (agencies & carriers) are either slightly too small, too mono-dimensional or too early stage for bigger capital providers to engage with. We love interesting & challenging insurance businesses built by passionate entrepreneurs who are ready to exit or who have reached a tipping point in their company’s evolution.

Our Differentiation

We have significant experience within the industry and a have a diverse history through our collective backgrounds with a proven track-record of success. We know how to structure a right-sized and properly-priced capital transaction that will allow the business to achieve the additional scale, operational efficiencies or diversity it needs to truly optimize shareholder value and to provide a more secure future for its employees. We also understand the realities and idiosyncrasies of the industry that sometimes makes getting there a less than linear process.

Our Philosophy

We find profitable company/platform acquisitions, partnerships, or successful underwriting teams. ReAlign can start, manage, and buy successful insurance platforms and ultimately exit those platforms to maximize value for its investors.

Our history shows our strong track record following this business philosophy.

The ReAlign team has significant experience within the insurance industry.  The Principals have been founders, investors, and senior executives with the following companies:

The Principals have significant experience within the property and casualty industry, managing a multitude of profitable specialty insurance operations over the past 25+ years. Our team has proven transactional experience having successfully funded, formed, built, managed, acquired and divested a significant number of insurance businesses.

Get in Touch

Find us at the office

350 10th Avenue, Suite #1450, San Diego, CA 92101

Give us a ring

+1 619 333 2500
Mon - Fri, 8:00-18:00

Contact Us