• Investment Year:2015, 2019
  • Status: Current
  • Stage:
  • HQ:Newport Beach, CA


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Alliant Insurance Services is a leading specialty insurance broker placing P&C and employee benefits coverages on behalf of clients throughout the U.S.

The company provides property and casualty insurance and employee benefit services to more than 55,000 clients served nationwide, including public entities, tribal nations, healthcare, energy, law firms, real estate, construction and other industry groups. Alliant is based in Newport Beach, California, and has offices throughout the United States.


As of our initial investment in Alliant, Stone Point had been studying the insurance distribution “elephant” for more than 15 years and has completed numerous investments in the industry. In addition, we have completed a number of investments in various forms of insurance underwriters and services providers to the industry. We studied Alliant extensively before its 2005 LBO and tracked the company thereafter.


We have facilitated introductions for Alliant to other portfolio companies as well as to broader relationships, leading to millions of dollars of recurring annual revenue for Alliant.


Stone Point assists management with all material add-on acquisitions. We played a key role in helping Alliant acquire Mesirow Insurance Services, one of the Midwest’s leading independent insurance agencies, which increased Alliant’s revenue by more than $100 million.


We have leveraged our network to enhance Alliant’s existing insurance carrier relationships and to facilitate new carrier introductions. We have also helped the company evaluate business line expansion opportunities and alternative distribution strategies.


We have led the process for all of Alliant’s financings since the initial investment in 2015.

Working with Stone Point has been a tremendous value to Alliant. The team is professional, well-informed, and highly connected to our industry. The resources and support Stone Point has provided have been essential to Alliant’s success as we have actively grown our organization and expanded our offerings. Put simply, Stone Point “gets it.”
Tom Corbett, Chairman and Chief Executive Officer

Tom Corbett currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Tom Corbett’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

Investments highlighted or discussed in this selection have been selected to illustrate SPC’s investment approach and/or market outlook and are not intended to be an indicator of past or future performance. Each investment discussed in this selection has been selected solely for this purpose and has not been selected on the basis of performance or any performance-related criteria. The investments discussed herein do not represent an entire portfolio and in the aggregate may only represent a small percentage of holdings. Nothing in this presentation shall constitute a recommendation or endorsement to buy or sell any security or other financial instrument referenced herein.