Risk Strategies

Boston, United States Founded: 1997 • Age: 29 yrs Acquired By Kelso & Company
Insurance brokerage and risk management services are provided.
Annual revenue - Latest available
Total funding - 4 rounds
Employees - Tracked headcount
Investors 10 Known backers
Products 4 Services tracked
Competitors - Brand Intelligence

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
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  • Phone
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  • Website
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  • Social
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  • Legal Name Risk Strategies
Operational Areas
Financial Services → Insurance & Risk Management Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    $700 M (USD), Debt – Conventional

    Aug 23, 2023

  • Investors
  • Employee Count
    Not available
  • 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.

Product name locked
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Primary

Commercial insurance solutions are provided for various industries.

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Employee benefits packages are offered to diverse sectors.

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Personalized insurance solutions are crafted for private clients.

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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

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.

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Venture Fund
Institutional
Investor Description Founded Year Domain Location
Investment banking services are delivered across multiple financial sectors.
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Buyouts are targeted through private equity investments by the firm.
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Diversified debt funds are managed across asset classes and geographies.
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Investor details for Risk Strategies

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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.

Investments
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Investment portfolio details for Risk Strategies

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Risk management, compliance, and HR services are provided by eBen.
Locked Locked 2021 Locked
Risk management, employee benefits, and insurance services are provided.
Locked Locked 2019 Locked
Diversified insurance brokerage services are offered by Fournier Group.
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Complete acquisition details for Risk Strategies

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Risk Strategies

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Detailed financials for Risk Strategies

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  • Profit trends
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Risk Strategies Comparisons

Risk Strategies Primary company
Description
Insurance brokerage and risk management services are provide...
Location
Boston, United States
Founded Year
1997
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Risk Strategies

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  • Headcount comparison
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Competitors of Risk Strategies

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Detailed competitors of Risk Strategies

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Latest news on Risk Strategies

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Complete news archive for Risk Strategies

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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.

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