Financial Technology & Services

Insurance

For over 20 years, we’ve helped management teams across the insurance industry grow their companies and evolve their business models. Today, a sector that was traditionally fragmented and slow to embrace digital transformation is now on the cusp of adopting new technologies and strategies that drive efficiency and scale. We see a promising opportunity to introduce new products and services and better serve customers throughout this critical, fast-evolving market.

Insurtech: Key areas of expertise

Digital Disruption

How did we arrive at this moment? Which long-term trends and near-term contingencies created the imperative for change?

Looking into the crystal ball

What does the future hold? What challenges does the industry need to address, and what opportunities can it unlock?

The cost of digital transformation

Learn how companies can make critical investments that drive growth, while keeping pace with budget

Data, the next frontier

How do you make sound out of noise? How technology is turning data into an important asset.

Digital Distribution

Technology is changing the very nature of insurance distribution. How to build a 21st-century model.

How to Navigate Insurtech

Change is hard. Some advice for CEOs looking to evolve their businesses.

As an early investor in banking technology, THL sees a similar massive growth opportunity for insurance businesses in the years ahead.

Ganesh Rao Ganesh Rao Managing Director, Head of Financial Technology & Services
<strong>Thomas H. Lee Partners Appoints Former Willis Towers Watson CEO John Haley as an Executive Partner of Financial Technology & Services Investment Group</strong>
Press Release
Thomas H. Lee Partners Appoints Former Willis Towers Watson CEO John Haley as an Executive Partner of Financial Technology & Services Investment Group 

Haley Appointed to Board of AmeriLife Group, LLC BOSTON–(BUSINESS WIRE)–Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in middle-market growth companies, today announced the appointment of former Willis Towers Watson CEO John Haley as an Executive Partner in the firm’s Financial Technology and Services investment group. Haley has also been appointed to the

The four-millenia old insurance industry is undergoing true digitization for the first time, THL sees many exciting opportunities to capitalize on this multi-decade trend in a massive $1.6T domestic market.

Edward Shahnasarian Edward Shahnasarian Managing Director
Thomas H. Lee Partners Announces Growth Investment in Carpe Data
Press Release
Thomas H. Lee Partners Announces Growth Investment in Carpe Data 

BOSTON–(BUSINESS WIRE)–Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in middle market growth companies, today announced that it has made a strategic growth investment in Carpe Data (“the Company”), a provider of innovative emerging and alternative data products for the insurance industry. With the investment, THL will become the majority shareholder of Carpe Data.
AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion
Press Release
AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion 

PR Newswire 7 January 2020 AmeriLife Group, LLC (“AmeriLife” or the “Company”), the national leader in marketing and distributing life, health, and retirement solutions, today announced that it has entered into a recapitalization agreement with an investor group led by Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in growth companies, and other
Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC
Press Release
Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC 

Acquisition adds approximately 600 people in 20 locations and over $115 million in revenue, further solidifying EPIC’s standing as one of the nation’s largest and fastest growing insurance brokerage, risk management and employee benefits consulting firms ATLANTA and SAN FRANCISCO, Oct. 15, 2019 /PRNewswire/ — Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have
<strong>Thomas H. Lee Partners Appoints Former Willis Towers Watson CEO John Haley as an Executive Partner of Financial Technology & Services Investment Group</strong>
Press Release
Thomas H. Lee Partners Appoints Former Willis Towers Watson CEO John Haley as an Executive Partner of Financial Technology & Services Investment Group 

Haley Appointed to Board of AmeriLife Group, LLC BOSTON–(BUSINESS WIRE)–Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in middle-market growth companies, today announced the appointment of former Willis Towers Watson CEO John Haley as an Executive Partner in the firm’s Financial Technology and Services investment group. Haley has also been appointed to the
AmeriLife Announces Strategic Investment from Genstar Capital
Press Release
AmeriLife Announces Strategic Investment from Genstar Capital 

Renowned private equity firm’s joint partnership with Thomas H. Lee Partners will expand AmeriLife’s suite of services and offerings, and further accelerate growth for the nation’s leading distributor of health and financial solutions CLEARWATER, Fla., June 13, 2022 /PRNewswire/ —  AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning
Thomas H. Lee Partners Announces Growth Investment in Carpe Data
Press Release
Thomas H. Lee Partners Announces Growth Investment in Carpe Data 

BOSTON–(BUSINESS WIRE)–Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in middle market growth companies, today announced that it has made a strategic growth investment in Carpe Data (“the Company”), a provider of innovative emerging and alternative data products for the insurance industry. With the investment, THL will become the majority shareholder of Carpe Data.
AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion
Press Release
AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion 

PR Newswire 7 January 2020 AmeriLife Group, LLC (“AmeriLife” or the “Company”), the national leader in marketing and distributing life, health, and retirement solutions, today announced that it has entered into a recapitalization agreement with an investor group led by Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in growth companies, and other
Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC
Press Release
Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC 

Acquisition adds approximately 600 people in 20 locations and over $115 million in revenue, further solidifying EPIC’s standing as one of the nation’s largest and fastest growing insurance brokerage, risk management and employee benefits consulting firms ATLANTA and SAN FRANCISCO, Oct. 15, 2019 /PRNewswire/ — Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have
<strong>Thomas H. Lee Partners Appoints Former Willis Towers Watson CEO John Haley as an Executive Partner of Financial Technology & Services Investment Group</strong>
Press Release
Thomas H. Lee Partners Appoints Former Willis Towers Watson CEO John Haley as an Executive Partner of Financial Technology & Services Investment Group 

Haley Appointed to Board of AmeriLife Group, LLC BOSTON–(BUSINESS WIRE)–Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in middle-market growth companies, today announced the appointment of former Willis Towers Watson CEO John Haley as an Executive Partner in the firm’s Financial Technology and Services investment group. Haley has also been appointed to the
AmeriLife Announces Strategic Investment from Genstar Capital
Press Release
AmeriLife Announces Strategic Investment from Genstar Capital 

Renowned private equity firm’s joint partnership with Thomas H. Lee Partners will expand AmeriLife’s suite of services and offerings, and further accelerate growth for the nation’s leading distributor of health and financial solutions CLEARWATER, Fla., June 13, 2022 /PRNewswire/ —  AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning
Thomas H. Lee Partners Announces Growth Investment in Carpe Data
Press Release
Thomas H. Lee Partners Announces Growth Investment in Carpe Data 

BOSTON–(BUSINESS WIRE)–Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in middle market growth companies, today announced that it has made a strategic growth investment in Carpe Data (“the Company”), a provider of innovative emerging and alternative data products for the insurance industry. With the investment, THL will become the majority shareholder of Carpe Data.
AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion
Press Release
AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion 

PR Newswire 7 January 2020 AmeriLife Group, LLC (“AmeriLife” or the “Company”), the national leader in marketing and distributing life, health, and retirement solutions, today announced that it has entered into a recapitalization agreement with an investor group led by Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in growth companies, and other
Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC
Press Release
Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC 

Acquisition adds approximately 600 people in 20 locations and over $115 million in revenue, further solidifying EPIC’s standing as one of the nation’s largest and fastest growing insurance brokerage, risk management and employee benefits consulting firms ATLANTA and SAN FRANCISCO, Oct. 15, 2019 /PRNewswire/ — Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have