Insurance is one of the largest and most data-intensive sectors of the global economy, yet much of it still runs on systems built decades ago. As carriers, brokers, and program administrators upgrade systems built decades ago and adopt new technologies, budget is moving toward software and AI that demonstrably improve underwriting, pricing, and claims outcomes.
BGL’s Insurance Software investment banking team provides strategic and financial advisory to the companies driving that shift. Our clients benefit from long-standing relationships across the value chain as well as deep insight into insurance software M&A trends and how the market values insurance software.
Areas of Expertise
- Front-Office & Distribution Software
- Agency & Brokerage Management
- Core Systems (Policy Administration, Billing & Claims)
- Underwriting & Rating
- Claims Management
- Payments
- Data, Analytics & AI
- Geospatial & Property Intelligence
- Catastrophe & Climate Risk Modeling
- Telematics & Connected Risk
- Risk Management & Compliance (RMIS/GRC)
Contact our Insurance Software Investment Banking Team
Led by Tyler Leung, BGL’s Insurance Software investment banking team has extensive transaction experience across all sectors of the industry. Please reach out via our contact form to learn more.




















