Simpson Thacher is representing GTCR in connection with its strategic investment in Winged Keel Group, an independent life insurance brokerage firm specializing in inter-generational wealth accumulation and estate planning strategies. As the Company's first outside investor, GTCR will become the majority stakeholder in Winged Keel Group. The transaction is expected to close in early 2025.
Founded in 1980, GTCR is a leading private equity firm that finds and partners with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions. GTCR is focused on investing in transformative growth in companies in the Business & Consumer Services, Financial Services & Technology, Healthcare and Technology, Media & Telecommunications sectors. Since its inception, GTCR has invested more than $30 billion in over 280 companies, and the firm currently manages $40 billion in equity capital. GTCR is based in Chicago with offices in New York and West Palm Beach.
The Simpson Thacher team for this transaction includes Elizabeth Cooper, Katherine Krause, Malik Ladhani, Jonathan Schwartz, and Isabella Newmark (M&A); Brian Gluck and Adam Moss (Banking & Credit); Russell Light and Matthew Lester (Tax); Greg Grogan, Linda Barrett and Josh Goldman (ECEB); Andrew Kofsky (Labor); Steven DeLott (Insurance); Lori Lesser, Alysha Sekhon and Christine Song (IP); Erica Rozow and George Gerstein (ERISA); Peter Guryan and Daniel Owsley (Antitrust); Abram Ellis and Ryan Stalnaker (Regulatory & Compliance); and David Blass (Funds Regulatory).