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Balance Partners Announces New Investment Partnership

Balance Partners, one of the fastest organic growing specialty insurance underwriting businesses, announced it has entered an investment partnership with BV Investment Partners, LP.


Since its inception in February 2019, Balance Partners, LLC (BP) has demonstrated a remarkable trajectory of growth and success, becoming a premier underwriting and distribution platform in the insurance sector. With a strategic emphasis on team launches and harnessing organic growth methodologies, BP has adeptly matched underwriting talent with state-of-the-art infrastructure, distribution relationships, and insurance carrier capacity. This approach has yielded substantial underwriting profits for their diverse portfolio of over 40 global insurance and reinsurance partners.


With Michael Sillat and Joe Calise, Founding Partners of Balance Partners, retaining a significant equity stake and continuing to spearhead the company, BP is set to leverage BVIP's expertise in insurance distribution and outsourced service. This collaboration aligns with BP’s philosophy of attracting top-tier, specialty underwriting teams, promising a synergy that will facilitate additional investments and provide the capital necessary to pursue strategically vital acquisitions or partnerships with specialty MGAs.


Joe Calise, Co-Founder of Balance Partners, said, “Entering into a strategic partnership with BVIP signifies a new chapter in BP’s journey. This partnership is poised to further fuel BP's expansion, enabling the organization to build upon its successful organic growth strategy and embark on selective acquisitions or partnerships with specialty MGAs.”


Stephen Marquardt, Managing Director at BV Investment Partners, said, “We are excited to work with Michael and Joe on their next stage of growth.  This partnership not only reinforces BP's standing as a leader in specialty underwriting and distribution but also sets the stage for a future of sustained growth and expanded capabilities.”


Piper Sandler & Co. served as financial advisor to Balance Partners in connection with this transaction. Choate Hall & Stewart LLC served as legal counsel for BV Investment Partners. Robinson, Bradshaw & Hinson, P.A. served as legal counsel for Balance Partners.


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