- Winged Keel’s managing principal, Eric Naison-Phillips, will assume the role of CEO
- The closing of the transaction is expected to occur in early 2025
- Currently, GTCR manages $40 billion in equity capital
GTCR has agreed to make an investment in Winged Keel Group, a US-based life insurance brokerage firm specializing in inter-generational wealth accumulation and estate planning strategies.
