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Fortegra is the insurance subsidiary of Tiptree Inc, a holding company.
The strategy for London & Capital revolves around supporting the company’s organic growth, said LMP’s Spencer Hoffman.
Beaufort is a UK-based financial planning firm.
The deal became effective on June 1, 2022.
Andrew Maloney, Hemal Patel, Tim Dean, Ali Floyd and Jay Kim have also been promoted to Managing Director.
The investment by Audax Private Equity values Harbourfront at C$425 million.
Genstar Capital has led a recapitalization of Cerity Partners while Lightyear Capital remains an investor.
Zywave takes "a flexible, modular approach to all aspects of front- and back-office workflows and tasks" for insurance agencies," said Jason Liu.
London & Capital’s management team will continue to lead the company.
Members of Vistage's executive management team are also investing in the CEO coaching company.
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