Insurance & Insurance Services Investment Banking

An independent perspective.

A hands-on approach to understanding a client’s needs, an ability to successfully complete strategic assignments and the knowledge of our personnel have helped the Insurance & Insurance Services practice stand out in the industry. Many clients tell us that our diligence and willingness to offer unbiased advice is unique and extremely valuable to executives trying to make the best decisions for their companies and stakeholders. Our focus is on well-run middle-market insurance companies in the life, health, property and casualty sectors, where executives and decision-makers benefit from our attention to detail and the more than 50 years of combined experience of our senior investment banking team. Our insurance practice is supported by equity research coverage of more than 30 publicly traded insurers.

Insurance & Insurance Services Subsector Expertise

  • Health Insurance
  • Life Insurance
  • Property & Casualty Insurance
  • Reinsurance
  • Insurance Brokerage and Distribution
  • Claim Processing
  • Third Party Underwriting

Senior Banking Team

Ashutosh Rathore
Ashutosh Rathore
Managing Director
New York
   
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Headshot for Craig Tessimond
Craig Tessimond
Managing Director
Boston
   
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Tyler Pace
Director
Chicago
   
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Alex Ibrahim
Vice President
New York
   
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Jason Tran
Vice President
Chicago
   
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Transaction History

Transaction history may include a transaction completed by a Raymond James & Associates banker while at a former firm.

Recent News

Investment Banking  |  March 31, 2025

Raymond James hires John E. Mack III as co-head of security & safety investment banking sector team

Read more about Raymond James hires John E. Mack III as co-head of security & safety investment banking sector team
Investment Banking  |  March 11, 2025

Raymond James hires two senior IT services investment bankers

Read more about Raymond James hires two senior IT services investment bankers
Investment Banking  |  March 5, 2025

Raymond James hires senior biotechnology research analyst

Read more about Raymond James hires senior biotechnology research analyst