About Euclid Transactional
Euclid Transactional is a Financial Services company based in New York (United States) founded in 1952 by Albert Song, Jay Rittberg, and Phil Casper, and was acquired by CRC Group in January 2026. Liability insurance brokerage services are provided to commercial clients. Euclid Transactional offers products and services including Representation and Warranties Insurance and Tax Liability Insurance. Its focus areas include Insurance Distribution, Property & Casualty and Liability.
Company details
Euclid Transactional was established in 1952 in New York, United States, as a specialist in liability insurance brokerage. Core operations involve facilitating coverage for professional and commercial risks across various sectors. Services are tailored to meet client needs in risk management and policy placement. The firm, co-founded by Albert Song, Jay Rittberg, and Phil Casper, maintains a focus on the U.S. market while supporting transactions in related insurance domains.
- Headquarters New York, United States
- Founders Albert Song, Jay Rittberg, Phil Casper
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website euclidtransactional.com
- Social LinkedIn X Facebook
- Acquired by CRC Group (Jan 2026)
- Legal Name Euclid Transactional
- InvestorsSearchlight Capital
& 1 more
- Acquired byCRC Group
(Jan 2026)
Products & Services of Euclid Transactional
Euclid Transactional offers a comprehensive portfolio of products and services, including Representation and Warranties Insurance and Tax Liability Insurance.
Insurance is provided against breaches of representations and warranties in acquisition agreements, helping to mitigate risks associated with undisclosed matters
Insurance is offered for protection against failures in tax positions, covering uncertainties related to tax treatments in mergers and acquisitions
Funding Insights of Euclid Transactional
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Euclid Transactional with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2021 | Series A | – | Searchlight Capital | – |
2 investors in total: 2 institutional.
Investors in Euclid Transactional
Euclid Transactional has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Searchlight Capital and CRC Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm focused on multiple sectors | searchlightcap.com | New York, United States | ||
Insurance brokerage services are provided to various clients. | crcgroup.com | Birmingham, United States |
Investor details for Euclid Transactional
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Euclid Transactional
22 people are tracked at Euclid Transactional (9 in leadership, 13 in team).
| Name | Role | Group |
|---|---|---|
Albert Song | Co-Founder | Leadership |
Jay Rittberg | Co-Founder | Leadership |
Phil Casper | Co-Founder | Leadership |
David Bailey | CFO | Leadership |
Ajit Bhat | SVP & Head, Financial & Accounting Risks | Leadership |
Chris Waddington | SVP & Head, Tax | Leadership |
Jordan Susko | Vice President, M&a Tax | Leadership |
Bryce Pressentin | VP, Tax | Leadership |
Fabian Borkowski | VP, Tax Underwriter | Leadership |
Mads Borum | Analyst | Team |
Dora Delgado | Finance Team Leader | Team |
Denise Delgado | Accounting Specialist | Team |
Marissa Flemming | Senior Payable Specialist | Team |
James Veale | Analyst | Team |
Dan Beresford | Controller | Team |
Hilda R. Martinez | Senior Controller | Team |
Tucker Eckert | Analyst | Team |
Trine Fjordholm | AVP, Strategic Relations | Team |
Will Kiely | Finance Manager | Team |
Olivia Livas | Accounting Specialist | Team |
2 more people are available in the full profile.
Complete people profiles for Euclid Transactional
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Euclid Transactional
3 dated milestones of Euclid Transactional across 74 years, from founding to its latest funding, stage changes and deals.
- Founded Euclid Transactional is founded.
- Funding First funding round.
- Exit Acquired by CRC Group.
Web traffic of Euclid Transactional
The website of Euclid Transactional (euclidtransactional.com) receives about 6.3K visits a month.
- Monthly visits6.3K
▲ 31.4% vs previous month
Websites whose visitors overlap most with Euclid Transactional. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| kinneyrecruiting.com | 100% | #3,931,981 | View details |
Top companies in Insurance & Risk Management
3 companies that operate in the same segment as Euclid Transactional (Insurance & Risk Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | |||
Financial institution offering insurance & transaction services | 1847 | Jacksonville, United States | USD 500 M | USD 14.51 B | 23,530 | |
Integrated healthcare services and coverage are provided nationwide. | 1945 | United States |
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Frequently Asked Questions about Euclid Transactional
Euclid Transactional was founded in 1952 and raised its 1st funding round 69 years after it was founded.
Euclid Transactional is headquartered in New York, United States. It is registered at New York, New York, United States.
Euclid Transactional was established in 1952 in New York, United States, as a specialist in liability insurance brokerage. Core operations involve facilitating coverage for professional and commercial risks across various sectors. Services are tailored to meet client needs in risk management and policy placement. The firm, co-founded by Albert Song, Jay Rittberg, and Phil Casper, maintains a focus on the U.S. market while supporting transactions in related insurance domains.
Euclid Transactional offers Representation and Warranties Insurance and Tax Liability Insurance.
Euclid Transactional has 2 investors. Key investors include Searchlight Capital, and CRC Group.
Euclid Transactional operates through Euclid Transactional.
Yes. Euclid Transactional was acquired by CRC Group in January 2026.