The Venture Codex Logo

The Venture Codex

Amwins

4725 Piedmont Row Drive, Suite 600, Charlotte, NC, 28210, United States

Overview

Wholesale insurance brokerage and underwriting services provider.

Founded

1998

Deals · 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

—

Geographic focus

United States

Sector focus

Finance
Insurance
Logistics
Wholesale

Investment portfolio

1rounds
NAMEDATESIZE
SageSure
May 2023Led
$250 MOther Equity
SageSure
May 2023Led
$250 MOther Equity
1
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Amwins: 1 funding rounds are recorded in the selected participation categories.All available history.
Amwins: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity10

Monthly Deal Activity

Amwins: 1 deals are recorded across 42 months.All available history.
Amwins: 1 deals are recorded across 42 months. All available history
MonthDeals
May '231
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Amwins: Fintech is the largest displayed sector by deal count (1 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Amwins: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1
Real Estate & Construction1

Deal Size Distribution

Amwins: 1 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Amwins: 1 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Amwins: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Amwins: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
Amwins: 2 co-investors are shown, with Ares Management sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Amwins: 2 co-investors are shown, with Ares Management sharing 1 recorded deals. All available history
Co-investorShared deals
Ares Management1
Flexpoint Ford1

Investment Strategy

Amwins: Led accounts for 100% and participating for 0% of round participation.All available history.
Amwins: Led accounts for 100% and participating for 0% of round participation. All available history
CategoryDeals (count)Share (%)
Led1100%
Participating00%
Amwins: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Amwins: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Ben Sloop

President, AmWINS Access

Frank Murphy

President, International Division

James Drinkwater

President, Brokerage Division

Kay Zito

Founder & Associate Managing Directo

Samuel Fleet

President, Group Benefits Division

Scott Purviance

Chief Executive Officer

Skip Cooper

Vice Chairman & President

Steven DeCarlo

Executive Chairman