Sell Your Captive Portfolio

In late 2018, Capstone Associated Services, Ltd. initiated a program to acquire the U.S. portfolios of captive insurance management firms and continue the captives’ operations under Capstone’s robust umbrella.

Capstone continues to field calls from sponsors looking to either exit the small captive business or combine forces, taking advantage of Capstone’s deep operational capabilities. The goal is to offer clients a comprehensive range of services needed for a captive’s success within the changing landscape of the captive insurance industry. As Capstone continues expansion efforts, the Company encourages more firms to connect with Capstone, understanding that captive management requires a multidisciplinary approach.

Interested parties can learn more about Capstone’s program via the updates below or call Clete Thompson directly at 800-500-3190 ext. 378.

Latest Updates

February 11, 2019 - Capstone in Negotiations to Acquire Captive Portfolios

November 14, 2018 - Capstone to Acquire Captive Management Portfolios

About Capstone Associated Services, Ltd.

Capstone Associated Services, Ltd. is the most integrated and comprehensive captive sponsors for mid-market businesses. In association with The Feldman Law Firm LLP, Capstone administers captive property & casualty insurance companies that provide alternative risk financing throughout the U.S. Now in its 21st year, Capstone leverages an award-winning, multidisciplinary approach to captive planning, providing turnkey captive services to businesses with uninsured or underinsured risks. Capstone has led more than 200 distinct captive formation.

The team’s expertise spans the whole range of captives operating under IRC Sections 831(a), 831(b) and 501(c)(15). Capstone's approximately 50-person staff includes Chartered Property & Casualty Underwriters, Associates in Risk Management, accountants and administrators, in addition to the affiliated law firm's tax, corporate, financing and litigation experience, along with risk managers, property & casualty professionals, outside CPAs, and actuaries. Together, this team offers middle market companies the most comprehensive risk planning solution available in the marketplace.