Optio Group Appoints Deepak Soni as Group CEO

Posted by on 9.4.24 in Portfolio News

Optio Group, a leading specialty MGA, is pleased to announce that Deepak Soni has officially assumed the role of Chief Executive Officer, effective today. Soni joins Optio Group from AXA, where he served as commercial director of AXA Insurance Co. for the past nine years, playing a pivotal role in executing AXA’s UK commercial strategy…

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BMS Group agrees to acquire leading UK broker David Roberts & Partners

Posted by on 7.29.24 in Portfolio News

BMS Group, the independent specialist insurance and reinsurance broker has entered into an agreement to acquire David Roberts & Partners (DR&P). Founded in 1977, DR&P is firmly established as one of the fastest growing UK brokers, and is listed as one of the UK’s leading independent insurance brokers. DR&P has a team of almost 400…

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Optio expands into Europe with significant acquisition

Posted by on 7.26.24 in Portfolio News

Optio Group, a leading specialty MGA, today announces the acquisition of Den Hartigh Beheer & Exploitatie B.V., a Netherlands and Brussels based MGA specialising in B2B insurance solutions. Founded in 1916, the tech-enabled business provides a range of property & casualty insurance products, primarily land-based equipment, marine and high net worth, distributed via brokers through…

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HBC Enters Austrian Market Strengthening Presence in the DACH Region

Posted by on 7.17.24 in Portfolio News

The HBC Group continues its growth trajectory by expanding into the Austrian insurance market. Over the third quarter of 2024, HBC established both a holding company and acquired an insurance broker in Vienna, reinforcing its position in the DACH region’s evolving and competitive landscape. “We view the Austrian market as a highly attractive opportunity with…

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Lesitas Joins the HBC Group: Expanding Strategic Expertise

Posted by on 7.16.24 in Portfolio News

This summer, the HBC Group took a significant step forward by welcoming the Lesitas Group into its growing network. The integration of Lesitas strengthens HBC’s position as a leading partner for insurance brokers, adding valuable expertise and market reach. Lesitas’ inclusion highlights the HBC Group’s focus on fostering entrepreneurial autonomy while leveraging the advantages of…

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