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Investment Strategy

For our Investment Strategy, we prioritize the following elements when identifying promising investment opportunities:

  • Management teams that are driven, seasoned, and motivated by incentives
  • Businesses focused on expansion and development
  • Unique or specialized business models, products, or services that set them apart in the market
  • Instances where Segula Capital Partners can provide significant additional value
  • Reliable revenue streams of high quality, often characterized by regular recurrence

Target Industries

We specialize in identifying and investing in businesses within the following sectors:

Insurance Distributions Businesses

  • Wholesale & Retail Agencies
  • Managing General Agents (MGAs)
  • Reinsurance Brokers
  • Specialty Lines
  • Third-Party Administrators (TPAs)

Insurance Services

  • Insurtech
  • Premium Financing
  • Risk Management
  • Outsourced Services

Financial Services

  • Business Services
  • Fintech

Key Investment Criteria

We seek investment opportunities that align with the following criteria:

$2M - $100M


$1M - $20M


$5M - $150M

Total Enterprise Value (TEV)

Deal Structures

At SCP, we prioritize flexibility and adaptability in our approach to deal structures. While our primary focus is on full buyout or change-in-control transactions, we understand that each business is unique and may require a tailored approach. As such, we remain open to considering a variety of deal structures, including minority investments, growth equity, and recapitalizations, to best align with the needs and objectives of the businesses we partner with. We value collaboration and encourage existing ownership and management to participate in the company’s future. This commitment to fostering strong partnerships enables us to develop creative deal structures that benefit all stakeholders involved.

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Get in touch with SCP to discuss potential investment opportunities or learn more about our expertise.