www.xptspecialty.com
Marsh & McLennan
Marsh & McLennan Securities
Advisen Ltd.
Swett & Crawford
WHY XPT
Expertise in Specialty Insurance Distribution
In an era of rapid consolidation in the wholesale brokerage and underwriting market (including binding authority, program administrators, Managing General Agents (MGAs) and Managing General Underwriters (MGUs), independent firms are joining XPT in order to better serve their retail customers. Only when working together can many firms launch new products, leverage the most modern platform, access new markets, tap into new customers and hire leading producers for complementary expertise. XPT stands apart by delivering expertise through a collaborative partnership culture.
E-mail us at
info@xptspecialty.com
to explore whether we could
work together.
While XPT will acquire businesses where the owner is retiring, our preference is to build a world-class platform together with existing leadership and to leverage the market reputation and brand equity that has already been built. XPT may also invest in or acquire an InsureTech vendor but XPT is primarily focused on underwriting and wholesale brokerage companies. E-mail us at info@xptspecialty.com to explore whether we could work together.
OFFICE LOCATIONS
PORTFOLIO
XPT’s two core operating platforms:
XPT Specialty brings together underwriting and wholesale brokerage firms across many specialty lines through acquisitions and new product development. XPT Specialty stands apart by delivering expertise through a collaborative partnership culture. This culture allows XPT Specialty to efficiently deliver the greatest value creating a win-win approach that multiplies value to its clients and market partners. XPT Specialty’s insurance retail agent clients value its independence, expertise and service.
Platinumspecialtyunderwriters.com
Platinum Specialty Underwriters solves high risk problems, by investing in exclusive, best-in-class insurance underwriting products that operate on leading technology and associated services including actuarial, claims adjusting and risk inspection. Platinum delivers its value through entrepreneurial underwriting expert teams, both hired and acquired, that run specialist MGA’s. Its insurance wholesale agent clients value its technical underwriting and unique insurance coverage products.
APPROACH
Tech-Enabled Specialty Insurance Distribution
Integrity
Accountability
Responsiveness
Transparency
For nearly 20 years the XPT partners have leveraged the latest in modern insurance technology to enable insurance professionals to better serve their clients. While others seek to build systems to automate specialty lines placements, XPT believes the market will remain relationship-driven. XPT believes in tech-enabled specialty insurance distribution where systems support expert underwriters and brokers.
Before we consider an acquisition, the XPT partners evaluate whether the firm operates according to the same set of guiding values of integrity, accountability, responsiveness and transparency in all dealings with retail clients and market partners.
To learn more about our approach, contact us. LEADERSHIP TEAM
Decades of Specialty Insurance Distribution Experience
XPT is a new specialty insurance distribution company formed through a partnership of highly-experienced management executives and an institutional investor who backs early stage insurance distribution firms.
Mark M. Smith President of XPT Specialty, Partner
Contact MarkStewart Smith Group
AmWins
RT Specialty
Swett & Crawford Group
Jeff Heath President of Platinum Specialty Underwriters, Partner
Contact JeffGeneral Re
NY Insurance Exchange
Heath XS LLC
Swett & Crawford Group
Kyle Stevens Group Executive Vice President, Partner
Contact KyleWestern Security
Surplus (WSS)
Surplus (WSS)
XPT Specialty
Landon Parnell Group Executive Vice President, Partner
Contact LandonMD Jensvold & Co
LP Risk
XPT Specialty
Ed Forer Chief Administrative Officer, Partner
Contact EdDuPont
Apex Consulting
Advisen Ltd.
Swett & Crawford
Chris Petrucci Chief Financial Officer, Partner
Contact ChrisErnst & Young, LLP
UBS
Crump Group LLC
Wilton Re LLC
JenCap Holdings LLC
Ashley Cavanaugh XPT General Counsel
Contact AshleyAdams and Reese, LLP
AIG
(Counsel)
(Counsel)
AIG
(Assistant General Counsel)
(Assistant General Counsel)
AIG
(Associate General Counsel)
(Associate General Counsel)
Elliott TaliaferroPlatinum General Counsel
Contact ElliottBrown Sims
Strong Pipkin Bissell & Ledyard
Landry's Inc.
Kemper Insurance
XPT NEWS
XPT Specialty Expands Texas operations with New Binding & Brokerage Team
April 17, 2024 – XPT Specialty (www.xptspecialty.com) proudly announces the addition of a highly accomplished team, led by industry veteranXPT Specialty Welcomes Binding & Brokerage Team to Fuel Expansion in the Middle Atlantic and Northeast Region
January 25, 2024 – XPT Specialty (www.xptspecialty.com) is pleased to announce the hiring of a highly experienced and successful productioXPT Specialty Bolsters Brokerage Team with the Addition of Ben Swift
December 13, 2023 – XPT Specialty (www.xptspecialty.com) is delighted to introduce Ben Swift, who joins as Underwriter/Broker specializing in commercial binding accounts for Midwest retailers. Ben'sPlatinum Announces Hiring of Meghan Hamlin
November 29, 2023 Platinum Specialty Underwriters has announced the appointment of Meghan Hamlin as Program Manager, with her primary responsibility being the oversight of Platinum ExXPT Specialty Enhances Brokerage Team with Mike Jones
New Orlando Office to Offer Broadened Property & Casualty Insurance Services October 25, 2023 – XPT Specialty (www.xptspecialty.com) proudly announces the appointment of indu