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Insurance Banking
Insurance Banking
Our team of dedicated insurance banking specialists brings deep industry knowledge and a commitment to understanding the unique needs of each Insurance Agency, Brokerage and Carrier. We offer strategic, consultative guidance paired with tailored financial solutions designed to drive sustainable growth. Through Wintrust, you also gain access to a comprehensive suite of services—including treasury management and premium financing—so you have everything you need in one place to run and grow your business.
Wintrust Insurance Banking dedicated exclusively to the Insurance sector, supporting Independent Agencies, Specialty Brokerages (MGA/MGU), Captives, Captive Managers, State FAIR Plans, Insurance Carriers & Reinsurance Carriers:
AGENCY LENDING
Wintrust Agent Finance dedicated to single-carrier insurance agents:
Allstate agents / Farmers agents
Wintrust Agent Finance: Allstate agents / Farmers agents
Financial Solutions for:
- Mergers & Acquisitions (M&A)
- Growth & Supplemental Capital
- Liquidity Facilities
- Letters of Credit
- Team lift-outs and New producer hires
- Book of business purchases
- Shareholder / Partner buyouts
- Perpetuation / Shareholder financing programs
- Refinances and Recapitalization
Additional Solutions:
- Treasury management & Depository services
- Insurance premium financing
- Loan capital markets & Syndications
- Interest rate risk management
- Private client / Wealth management
- Trust services
- Investment advisor services
- Employee stock ownership plans (ESOP)
- HSA services
Recent Wins
WINTRUST INSURANCE BANKING CLOSES EXPANDED SYNDICATED LOAN WITH CAC GROUP
Our team was the lead partner in delivering a syndicated loan for a national specialty insurance brokerage focused on risk management.
WINTRUST INSURANCE BANKING CLOSES $50 MILLION CREDIT DEAL
The deal provides an expanded revolving credit facility with SageSure, a leading provider of catastrophe-exposed property insurance.
WINTRUST INSURANCE BANKING CLOSES EXPANDED SYNDICATED LOAN WITH CAC GROUP
Our team was the lead partner in delivering a syndicated loan for a national specialty insurance brokerage focused on risk management.
WINTRUST INSURANCE BANKING CLOSES $50 MILLION CREDIT DEAL
The deal provides an expanded revolving credit facility with SageSure, a leading provider of catastrophe-exposed property insurance.
Meet the Team
Lena Dawson
Senior Managing Director
Paul Haney
Managing Director
Doug Nelson
Director
Shane Bryant
Director
Chris Martorelli
Vice President
Diane Baer
Vice President
Eric Hagemeister
Senior Portfolio Manager
Abraham Nevarez Valles
Portfolio Manager
Grant Leonard
Portfolio Manager
Martie Knoff
Senior Closing Consultant
Brenda Gomez
Client Support Professional
Premium financing designed for you
Our premium financing experts get to know your agency to provide flexible, customized solutions to meet your unique needs, all in one place. To learn more about premium financing services we offer, please visit the FIRST Insurance Funding page.
TREASURY MANAGEMENT
Maximize your business strategy
TREASURY MANAGEMENT
Maximize your business strategy
With our best-in-class client service and sophisticated products, we’re able to help you meet and exceed business goals.
EMPLOYEE STOCK PURCHASE PLAN SERVICES
Finance your ownership transition
EMPLOYEE STOCK PURCHASE PLAN SERVICES
Finance your ownership transition
The shift to an ESOP can cause changes in your company’s cash flow. Our experienced team is here to guide you through the process.
WINTRUST AGENT FINANCE
Allstate Agent Preferred National Lender
WINTRUST AGENT FINANCE
Allstate Agent Preferred National Lender
Formed to support the Allstate agent community with a suite of financial solutions.
FIRST Insurance Funding, Wintrust Agent Finance and Wintrust Insurance Banking are divisions of Lake Forest Bank & Trust Company, N.A., a Wintrust Community Bank.
