Risk Strategies

Boston, United States Founded: 1997 • Age: 29 yrs Acquired By Kelso & Company
Insurance brokerage and risk management services are provided.
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About Risk Strategies

Risk Strategies is a company based in Boston (United States) founded in 1997 was acquired by Kelso & Company in October 2015. It operates as a Brokerage / Intermediation, and Professional Services. Risk Strategies has completed 110 acquisitions, including ABS Advisors, Academic HealthPlans and Advanced Insurance Underwriters. Risk Strategies offers products and services including Commercial Insurance, Employee Benefits, Private Client Services, and Consulting.

  • Headquarter Boston, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Risk Strategies
Operational Areas
Financial Services → Insurance & Risk Management
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $700 M (USD), Debt – Conventional

    Aug 23, 2023

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
    ABS Advisors

    & 109 more

  • Acquired by
    Kelso & Company

    (Oct 20, 2015)

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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

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.

People of Risk Strategies
Headcount 1000-5000
Employee Profiles 105
Board Members and Advisors 1
Employee Profiles
People
Lawrence Hartley
Senior Vice President, Employee Benefits & Captives
People
Christian Needler
Senior Salesforce Administrator
People
Megan Fiandaca
Operational Excellence Manager
People
Christy Clark
Director, Brand & Design

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Board Members and Advisors
people
Mike Christian
Executive Chairman

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Funding Insights of Risk Strategies

  • Total Funding
  • Total Rounds 4
  • Last Round Debt – Conventional — $700.0M
  • First Round

    (14 Apr 2017)

  • Investors Count 9
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2023 Amount Debt – Conventional - Risk Strategies Valuation

investors

Jun, 2022 Amount Debt – Conventional - Risk Strategies Valuation

investors

Oct, 2019 Amount Debt – Conventional - Risk Strategies Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Investment banking services are delivered across multiple financial sectors.
Founded Year Domain Location
Buyouts are targeted through private equity investments by the firm.
Founded Year Domain Location
Diversified debt funds are managed across asset classes and geographies.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Risk management, compliance, and HR services are provided by eBen.
2021
Risk management, employee benefits, and insurance services are provided.
2019
Diversified insurance brokerage services are offered by Fournier Group.
2019
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Risk Strategies

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Risk Strategies Comparisons

Employees
+
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Competitors of Risk Strategies

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Risk Strategies

Frequently Asked Questions about Risk Strategies

When was Risk Strategies founded?

Risk Strategies was founded in 1997 and raised its 1st funding round 20 years after it was founded.

Where is Risk Strategies located?

Risk Strategies is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

What does Risk Strategies do?

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.

What products or services does Risk Strategies offer?

Risk Strategies offers Commercial Insurance, Employee Benefits, Private Client Services, and Consulting.

How many acquisitions has Risk Strategies made?

Risk Strategies has made 110 acquisitions, including ABS Advisors, Academic HealthPlans, and Advanced Insurance Underwriters.

Who are Risk Strategies's investors?

Risk Strategies has 10 investors. Key investors include Goldman Sachs, KKR, Golub Capital, The Carlyle Group, and Antares Capital.

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