About Risk Strategies
Risk Strategies is a Financial Services company based in Boston (United States) founded in 1997, and was acquired by Kelso & Company in October 2015. Insurance brokerage and risk management services are provided. It operates on a Brokerage / Intermediation and Professional Services model. Risk Strategies has completed 110 acquisitions, including ABS Advisors, Academic HealthPlans and Advanced Insurance Underwriters. Its website risk-strategies.com draws about 41 thousand monthly visits. Risk Strategies offers products and services including Commercial Insurance, Employee Benefits, Private Client Services, and Consulting. Its focus areas include Insurance and Brokerage.
Company details
Risk Strategies is established as a leading insurance brokerage and consulting firm, specializing in risk management and tailored insurance solutions. Services are provided across more than 30 industries, including agriculture, healthcare, real estate, and transportation. Comprehensive offerings such as commercial insurance, employee benefits, private client services, and strategic consulting are delivered to address unique challenges faced by businesses and individuals. A proactive and consultative approach is adopted to protect assets and mitigate risks in an increasingly complex world.
- Headquarters Boston, United States
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Insurance
- Email••••••••
- Website risk-strategies.com
- Social LinkedIn X Facebook Instagram
- Acquired by Kelso & Company (Oct 2015)
- Legal Name Risk Strategies
- Latest Funding Round$700M (USD), Debt – Conventional
Aug 2023
- InvestorsGoldman Sachs
& 9 more
- Investments & AcquisitionsABS Advisors
& 109 more
- Acquired byKelso & Company
(Oct 2015)
Products & Services of Risk Strategies
Risk Strategies offers a comprehensive portfolio of products and services, including Commercial Insurance, Employee Benefits, Private Client Services, and Consulting.
Commercial insurance solutions are provided for various industries.
Employee benefits packages are offered to diverse sectors.
Personalized insurance solutions are crafted for private clients.
Strategic consulting services are delivered to mitigate risks.
Funding Insights of Risk Strategies
- Total Rounds 4
- Last Round Debt – Conventional — $700M
- First Round $75M
(Apr 2017)
- Investors Count 9
All 4 funding rounds of Risk Strategies 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 |
|---|---|---|---|---|---|
| Aug 2023 | $700M | Debt – Conventional | – | – | – |
| Jun 2022 | $950M | Debt – Conventional | – | – | |
| Oct 2019 | $1.6B | Debt – Conventional | – | – | |
| Apr 2017 | $75M | Debt – Conventional | – | – | – |
10 investors in total: 10 institutional.
Investors in Risk Strategies
Risk Strategies has secured backing from 10 investors, including institutional and venture fund investors. Prominent investors backing the company include Goldman Sachs, KKR and Golub Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States | |
Buyouts are targeted through private equity investments by the firm. | 1990 | apollo.com | New York, United States | |
Diversified debt funds are managed across asset classes and geographies. | 1991 | oakhilladvisors.com | New York, United States | |
Multiple sectors are invested in by this private equity firm. | 1976 | kkr.com | New York, United States | |
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | ||
Private equity and debt financing are provided to mid-market companies. | 2016 | owlrock.com | New York, United States | |
Private equity funds are managed across multiple sectors globally. | 1996 | partnersgroup.com | Baar, Switzerland | |
Private equity investments are directed toward multiple sectors. | kelso.com | New York, United States | ||
Private debt investments are managed for U.S. middle market companies. | 1994 | golubcapital.com | Chicago, United States | |
Customized lending solutions are provided for private equity-backed companies. | 1996 | antares.com | Chicago, United States |
Investor details for Risk Strategies
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 Risk Strategies
107 people are tracked at Risk Strategies (69 in leadership, 1 in board & advisors, 37 in team).
| Name | Role | Group |
|---|---|---|
Craig Simon | Managing Director | Leadership |
Stephanie Needham | Senior Managing Director | Leadership |
Lawrence Hartley | Senior Vice President, Employee Benefits & Captives | Leadership |
Christy Clark | Director, Brand & Design | Leadership |
Clay Davis | Regional Director, Operations | Leadership |
Todd Larue | Vice President | Leadership |
Sharon Edwards | CFO | Leadership |
John Mina | Chief Executive Officer | Leadership |
John Vaglica | Chief M&A Officer | Leadership |
Simon de Burgh Codrington | Managing Director | Leadership |
Thomas MacAlpine M.ed. | Managing Consultant | Leadership |
Bob Dubraski | Chief Growth Officer / National Health Care Practice Leader | Leadership |
Stuart S. | Chief Operating Officer, National Employee Benefits & EB Specialty | Leadership |
Cynthia Fougere | PL Select Regional Leader-vp | Leadership |
Susan Ott | Managing Director, Private Client Services | Leadership |
Zachary Frederick | Director Of Operations | Leadership |
Tom McDonough | Sr. Vice President | Leadership |
Kate Genovese | National Director, Underwriting & Stop Loss Services | Leadership |
Will Burke | Senior Vice President | Leadership |
Steven Pincus | Senior Managing Director | Leadership |
87 more people are available in the full profile.
Complete people profiles for Risk Strategies
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.
Investments & Acquisitions by Risk Strategies
Risk Strategies has strategically engaged in corporate development activities, having acquired 110 companies. Notable acquisitions include ABS Advisors, Academic HealthPlans and Advanced Insurance Underwriters.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Tailored insurance solutions are offered to individuals and businesses. | griffithinsurance.com | West Chester, United States | 2014 | Feb 2025 | •••• | |
Insurance services offered by Felsen since 1997. | felsen.com | 1997 | Oct 2024 | •••• | ||
Individual disability insurance brokerage services are provided at worksites. | tbbgroup.net | Ridgefield, United States | 1999 | Jun 2024 | •••• | |
Crop risk assessment and insurance services are provided for agriculture. | silveuscropins.com | Warsaw, United States | 1940 | May 2024 | •••• | |
Personal and commercial insurance brokerage services are provided nationwide. | rcwinsurance.com | Wilkes Barre, United States | 1958 | Apr 2024 | •••• | |
Provider of accounting services | paceprofessional.tcc.mode | Garden, United States | 1992 | Mar 2024 | •••• | |
Provider of risk management and employee benefits consulting agency offering comprehensive coverage for organizations of all sizes | ralphwilsonagency.com | Southfield, United States | 1923 | Feb 2024 | •••• | |
Insurance brokerage services are provided to clients. | stoneinsagency.com | Guilford, United States | 1999 | Jan 2024 | •••• | |
Insurance agency providing coverage for families and businesses | hhr-insurance.com | Fort Lauderdale, United States | 1998 | Jan 2024 | •••• | |
IoT, enterprise mobility, and mobile payment solutions are provided. | setnorbyer.com | United States | 1998 | Dec 2023 | •••• |
Complete acquisition details for Risk Strategies
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Risk Strategies
14 dated milestones of Risk Strategies across 28 years, from founding to its latest funding, stage changes and deals.
- Founded Risk Strategies is founded.
- Exit Acquired by Kelso & Company.
- Funding First funding round of $75.0M.
- Funding Latest funding round, Debt – Conventional, of $700.0M.
- Acquisition Acquires Setnor Byer.
- Acquisition Acquires HHR Insurance.
- Acquisition Acquires Stone Insurance Agency.
- Acquisition Acquires Ralph Wilson Agency.
- Acquisition Acquires Pace Professional Services.
- Acquisition Acquires Robert C Williams Insurance.
- Acquisition Acquires Silveus Insurance Group.
- Acquisition Acquires The Baker Benefit Group.
- Acquisition Acquires Felsen Insurance Services.
- Acquisition Acquires Griffith Insurance LLP.
Web traffic of Risk Strategies
The website of Risk Strategies (risk-strategies.com) receives about 41.4K visits a month and ranks #833,558 among all websites worldwide, #3,708 in Insurance.
- Monthly visits41.4K
▲ 29.7% vs previous month
- Unique visitors15.3K
per month
- Global rank#833,558
among all websites
- Category rank#3,708
Finance · Insurance
- Bounce rate57%
- Pages per visit2.6
- Average visit1 min 22 sec
- DevicesDesktop 68% · Mobile 32%
Websites whose visitors overlap most with Risk Strategies. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| miller-insurance.com | 100% | 17.1K | #1,446,114 | View details | |
insuranceinsiderus.com | insuranceinsiderus.com | 96% | #1,392,897 | – | |
tristargroup.net | tristargroup.net | 94% | #3,891,853 | – | |
traversaviation.com | traversaviation.com | 93% | #4,801,609 | – | |
emiia.org | emiia.org | 93% | #4,622,992 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 27 similar websites and full traffic analytics for Risk Strategies
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 27 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Insurance & Risk Management
3 companies that operate in the same segment as Risk Strategies (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 Risk Strategies
Risk Strategies was founded in 1997 and raised its 1st funding round 20 years after it was founded.
Risk Strategies is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Risk Strategies is established as a leading insurance brokerage and consulting firm, specializing in risk management and tailored insurance solutions. Services are provided across more than 30 industries, including agriculture, healthcare, real estate, and transportation. Comprehensive offerings such as commercial insurance, employee benefits, private client services, and strategic consulting are delivered to address unique challenges faced by businesses and individuals. A proactive and consultative approach is adopted to protect assets and mitigate risks in an increasingly complex world.
Risk Strategies offers Commercial Insurance, Employee Benefits, Private Client Services, and Consulting.
Risk Strategies has made 110 acquisitions, including ABS Advisors, Academic HealthPlans, and Advanced Insurance Underwriters.
Risk Strategies has 10 investors. Key investors include Goldman Sachs, KKR, Golub Capital, The Carlyle Group, and Antares Capital.
Risk Strategies operates through Risk Strategies.
Yes. Risk Strategies was acquired by Kelso & Company in October 2015.