Investment Banking
Financial Advisor to Taurus on its Investment from SageSure
November 13, 2026
Oppenheimer & Co. Inc. acted as a Financial Advisor to Taurus on its investment from SageSure
Oppenheimer & Co. Inc. acted as a Financial Advisor to Taurus, LLC (“Taurus”) in connection with its investment from SageSure on October 1, 2026.
Established in 1985 and based in Tampa, Florida, Taurus is a leading provider of insurance technology and services to Write Your Own (“WYO”) carriers and the National Flood Insurance Program (“NFIP”). Taurus operates Odyssey, a proprietary cloud-based platform that supports underwriting, claims, billing and accounting. Taurus delivers end-to-end solutions for carriers, agents, brokers and property owners and has a strong NFIP WYO market share, high customer satisfaction scores and longstanding average customer tenure, with offices across the U.S., Colombia, India and the Philippines.
SageSure is a leading managing general underwriter (“MGU”) focused on catastrophe-exposed residential property insurance in the U.S. Established in 2009 and based in Jersey City, New Jersey, SageSure offers home, flood and commercial coverage across various coastal states on behalf of highly rated carrier partners, oversees billions of inforce premium and serves nearly one million policyholders.
The transaction combines Taurus’ flood insurance technology and services platform with SageSure’s leading residential property insurance MGU. The investment expands SageSure’s presence in U.S. flood insurance and complements its established expertise in catastrophe-exposed property, while Taurus gains access to SageSure’s distribution, technology and claims capabilities to support its continued growth. Financial terms of the transaction were not disclosed.
Financial Institutions Investment Banking
Name:
Garrett Branisel
Title:Managing Director, Insurance Tech & Services
Name:
Leslie Fenton
Title:Managing Director, Co-Head of Insurance
Name:
Alec Azar
Title:Associate
Name:
Tucker Slattery
Title:Analyst
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