Go to deals
Private Equity | Business Support Services | Financial Services

Coastal Insurance Underwriters has been acquired by Constellation Affiliated Partners

The shareholders of Coastal Insurance Underwriters have sold the firm to Constellation Affiliated Partners.

Coastal Insurance Underwriters provides insurance products for a variety of community associations, including condominiums, homeowners and golf and country clubs. Headquartered in Ponte Vedra Beach, Florida, it is one of the largest MGUs to focus on this sector with over 8,000 community associations currently insured. The firm distributes its products online and aims to provide highly specialized and financially sound insurance products through automated and user-friendly solutions.

Constellation, backed by RedBird Capital Partners, is a New York-based insurance consolidator. The firm is active in acquiring MGUs, program administrators and wholesalers in the USA and Canada. Constellation largely seeks partnerships with companies that have demonstrated superior underwriting principles and have earned a solid industry reputation.

Oaklins’ team in Jacksonville acted as the lead advisor to the seller and the management of Coastal Insurance Underwriters in the preparation of the sale process and due diligence, the approach and parallel negotiations with potential buyers, and assisted them until closing.

Parties
“Oaklins’ team in Jacksonville’s expertise and their ability to communicate with both the buyer and the seller were of great assistance to us. Their professional approach, attention to detail and problem-solving skills really impressed me and brought a lot of value to the transaction process.”

Charles Bushong

Owner and CEO, Coastal Insurance Underwriters

Talk to the deal team

Daniel Edelman

Principal
Jacksonville, United States
Oaklins Heritage

Alex Kellison

Principal
Jacksonville, United States
Oaklins Heritage

Doug Kravet

Principal
Jacksonville, United States
Oaklins Heritage

Howard C. Serkin

Principal
Jacksonville, United States
Oaklins Heritage

Don Wiggins

Principal
Jacksonville, United States
Oaklins Heritage

Related deals

STM Group plc has been acquired by Pension SuperFund Capital
Financial Services

STM Group plc has been acquired by Pension SuperFund Capital

Pension SuperFund Capital, which oversees UK commercial pension consolidator Pension SuperFund, has acquired STM Group plc. The deal is aligned with Pension SuperFund Capital’s wider market aim to provide a comprehensive solution for pension savers and sponsors worldwide, as well as improve pension outcomes. The purchase was made through the Pension Superfund Capital acquisition arm, Bidco, which was formed in 2023 for the purpose of this transaction.

Learn more
PiLON has been acquired by United Living Group
Business Support Services

PiLON has been acquired by United Living Group

United Living Group has acquired PiLON, the property services business operating in the social housing sector. This transaction combines PiLON’s expertise in social housing maintenance and people-focused approach with United Living Group’s extensive resources and industry network. PiLON is now well-positioned to explore new avenues for innovation, expand its service capabilities and deliver even greater value to its clients and communities.

Learn more
ReSolve Advisory has been acquired by Evelyn Partners
Business Support Services

ReSolve Advisory has been acquired by Evelyn Partners

Evelyn Partners has acquired ReSolve Advisory. Evelyn’s mission “to place the power of good advice into more hands” complements ReSolve’s values, bringing together two firms dedicated to impactful, client-centered advisory services. This strategic partnership will expand ReSolve’s reach and enable it to serve a broader client base with increased resources and national coverage, reinforcing both firms’ commitment to excellence in client outcomes.

Learn more