Join Us

Access to capital is a critical consideration for insurance agencies and brokers seeking growth capital for acquisitions, technology upgrades, producer hires, or to manage cash flow. Join Gerard Vecchio, MarshBerry Managing Director, and Bill Kindorf, Managing Director and Co-Head of Sponsor Coverage at Apogem Capital, as they explore the key differences between bank and non-bank lenders and how these financing options specifically impact the insurance industry.

From traditional bank loans to the flexibility of alternative lenders, this session will provide a detailed comparison to help your firm evaluate the best fit for your business needs.

Topics Covered Include

  • Market Trends: How economic conditions, interest rates, and industry dynamics are shaping financing options for insurance professionals.
  • Non-Bank Lenders: How alternative lenders can increase fee cash flow and offer more flexible terms.
  • Tailored Considerations for Agencies: Unique factors like cash flow cycles that might impact lending options.

MarshBerry and its affiliates are not affiliated with Apogem Capital.

Register Now
On Demand Viewing

CO-PRESENTED BY:

Gerard Vecchio

MarshBerry Managing Director - Financial Advisory

Gerard Vecchio works specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry. Gerard has approximately 35 years of experience within the insurance industry where he has gained knowledge related to being a private equity investor in, board member of, and advisor to insurance distributors, underwriters and service and technology providers. Most recently, Gerard was Chief Financial Officer and head of Business Development at Distinguished Insurance Services where he was responsible for sourcing, financing and integrating insurance broker acquisitions.

 

Bill Kindorf

Apogem Capital Managing - Director

Bill is the Co-Head of Sponsor Coverage, overseeing private equity sponsor relationship management and new business origination. He is primarily focused on insurance and financial services and software and technologies industries. William joined Apogem Capital from Madison Capital, where he has worked since 2003. He began his career in the financial services industry in 2000.