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Truist Insurance Holdings

Charlotte, North Carolina, United Stateswww.truistinsurance.com/1expert edge

Fifth-largest insurance brokerage in the United States. Acquired by Stone Point Capital-led consortium for $15.5 billion in May 2024, demonstrating successful PE ownership transition.

Why interesting to a deal team

Connected to Charles Davis (Stone Point's acquisition leader). Established brokerage platform demonstrating successful large-scale PE acquisition and operational transition.

Experts connected to this company

CD

Charles Davis

Co-CEO and Founder

Stone Point Capital

Fund GPGreenwich

Co-CEO of Stone Point Capital and architect of two of the largest insurance-distribution deals ever (Truist Insurance Holdings, $14.75B and $15.5B), he is the definitive voice on brokerage/MGA consolidation strategy.

Sources