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Exclusive Financial Advisor to Concert Group Holdings, Inc.

  • Oppenheimer
  • June 21, 2021

June 2021

Oppenheimer & Co. Inc. Acted as Exclusive Financial Advisor to Concert Group Holdings, Inc., a Newly Formed Insurance Fronting Carrier

Concert Group Holdings, Inc. (Concert) was founded by insurance industry veterans, Brady Young, CEO and founder of Strategic Risk Solutions, Inc., a leading independent global full-service insurance manager; Wes Duesenberg, Jr., CEO of Southern Insurance Underwriters, a Managing General Agent; and Christopher Collins, CEO/founder of Corinthian Re, a collateralized reinsurer. The founders signed an agreement to raise capital for Concert from Century Equity Partners and WT Holdings, Inc. Concert will provide access to the U.S. insurance markets for both traditional products and alternative risk transfer structures.

tombstone
Deal team:

Insurance Investment Banking

Leslie Fenton
Managing Director
LinkedIn

Ritendra Roy
Managing Director
LinkedIn

Garrett Branisel
Director
LinkedIn

Daniel Whelan
Analyst
LinkedIn

The transaction has been announced.

DISCLOSURES

This notice is provided for informational purposes only, and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any security or financial instrument. Nothing contained herein shall constitute an offer or solicitation to buy or sell any securities discussed herein in any jurisdiction where such offer or solicitation would be prohibited.

This notice may contain statistical data cited from third-party sources believed to be reliable, but Oppenheimer & Co. Inc. does not represent that any such third-party statistical information is accurate or complete, and it should not be relied upon as such. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice.

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