Kilter Finance provides bespoke capital solutions to small and mid-sized insurers with a focus on the life, health, annuity and casualty sectors.
"We aim to provide capital solutions to insurance groups where there are no or limited comparable alternatives, so we are always open to exploratory conversations."
Charles Lens
MD | Business Development
- Credit-like investments
- $50-100m investment size, larger with our co-invest relationships
- 3-7 year expected holding period
- Private equity and financial sponsor backed insurers
- Insurers & reinsurers owned by large corporates
- Entrepreneurial and experienced management teams
- Other companies active in the financial services sector
- Improve regulatory balance sheet strength
- Finance organic growth of new business
- Finance M&A activity to increase size and scale
- Unlock fungible capital for a variety of purposes
- Senior secured loans
- Mezzanine debt
- Hybrid debt securities
- Preferred equity
- Minority or structured equity