Announced
Synopsis
GTCR-backed Winged Keel, a life insurance brokerage firm, agreed to acquire BryanMark, a provider of life insurance solutions. Financial terms were not disclosed. “Winged Keel continues to focus on strategic growth and serving as the leading hub for elite advisors to achieve their greatest potential while remaining deeply committed to the unique needs of our ultra-affluent clientele. The Midwest has been a key target in our expansion plans and Jason is the perfect partner to lead our presence in St. Louis. Having founded his firm more than 20 years ago, he embodies the entrepreneurial spirit of our firm, and he and his team share the same commitment to excellence and best-in-class advice and service that have made Winged Keel a market leader in sophisticated life insurance solutions for ultra-affluent families,” Eric Naison-Phillips, CEO Winged Keel.
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