Insurance Sector Advisors
Relationship Creation and Management

Support for the Insurance Distribution and Insurance Tech Sectors.

Benefit From Our Experience

Each of our Managing Directors brings over 35 years of industry experience building, growing and managing insurance-related companies.

Presentation

How you tell your story is as important as the story you tell. We will make sure that your vision and strength is clear to potential partners.

Negotiation

Our experience in structuring and managing relationships to meet the needs of all parties increases the likelihood of a successful close and ongoing partnership.

Due Diligence

We'll ask the questions that need to be addressed before you can finalize a relationship. We can help facilitate the due diligence process needed to integrate a new relationship.

Ongoing Relationship Management

We stay on with many clients; helping them grow as companies and as leaders.

Strategic Development

Our network of relationships helps your company reach its potential faster by connecting you with industry leaders who support your goals.

Board Representation

Our experience in structuring transactions to meet the needs of all parties increases the likelihood of a successful close and future relationship.

Execution Support

Executing your plan for growth is critical. We'll help you manage the challenges of rapid growth while delivering on your commitments to all partners.

The Paradigm Team

Simon Baitler
Simon Baitler
Managing Director
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Barry Jacobson
Barry Jacobson
Managing Director
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Glenn Cunningham
Glenn Cunningham
Managing Director
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Jim Galli
Jim Galli
Managing Director
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Mark Hug
Mark Hug
Managing Director
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Affiliates

Tracey Carragher
Tracey Carragher
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Don Desiderato
Don Desiderato
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Larry Hartshorn
Larry Hartshorn
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Cheryl Neal
Cheryl Neal
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Muriet Petri
Muriel Petri
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John Scully
John Scully
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PPI has partnered with 7 Mile Advisors which is a partner-led boutique investment bank offering advisory services in sell-side transactions, buy-side transactions and capital raising across many industry sectors. PPI brings deep insurance industry expertise and advice to help support 7 Mile Advisors' clients and transactions as needed.  

Click here to learn more

PPI In the News

Disability Management Services (DMS) Acquired by Davies:
https://www.7mileadvisors.com/transaction/disability-management-services-dms-acquired-by-davies/
The Importance of Keeping a Customer After They Buy:
https://life.io/resource/the-importance-of-keeping-a-customer-after-they-buy/
The Importance of Creating a Customer Before They Buy:
https://life.io/resource/the-importance-of-creating-a-customer-before-they-buy/
Perspective on the Future:
https://life.io/resource/perspective-on-the-future/
The Economics of Customer Engagement (Persistency, Cross Sell, Conversion, Placement):
https://life.io/resource/the-economics-of-customer-engagement-persistency-cross-sell-conversion-placement/
Driving Digital Transformation in Insurance:
https://life.io/resource/driving-digital-transformation-in-insurance-10/
The Power of Communicating with Customers:
https://life.io/resource/the-power-of-communicating-with-customers/
Voya CEO on Executing M&A Transactions During the COVID-19 Pandemic:
https://www.7mileadvisors.com/podcast_episode/voya-ceo-on-executing-ma-transactions-during-covid-19-pandemic/
Insurance Industry Update Amidst the COVID-19 Pandemic:
https://www.7mileadvisors.com/podcast_episode/insurance-industry-update-amidst-the-covid-19-pandemic/
Life Insurance: Direct to Consumer and Technology Trends:
https://www.7mileadvisors.com/podcast_episode/trends-in-the-life-insurance-industry/
How Data is Changing Life Insurance Marketing and RiskSelection: Executive Roundtable:
https://www.tableau.com/learn/webinars/executive-roundtable-insurance-coenterprise

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Paradigm Partners International LLC
1158 26th St. Suite 550
Santa Monica, CA 90403
Ⓒ 2021 Paradigm Partners International LLC