Winged Keel acquires Bridge Life

Winged Keel Group <i class="fa fa-info-circle company-popover" data-content=" Winged Keel Group Founded: 1989 Headquarters: New York, New York, United States See full company profile “> acquired Bridge Life, a Denver-based life insurance planning firm founded by industry veteran Jay Cleary. The deal strengthens Winged Keel’s presence in Denver and expands its platform for serving affluent…

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Winged Keel Group <i class="fa fa-info-circle company-popover" data-content="

Winged Keel Group

Founded: 1989
Headquarters: New York, New York, United States
See full company profile

“>

acquired Bridge Life, a Denver-based life insurance planning firm founded by industry veteran Jay Cleary.

The deal strengthens Winged Keel’s presence in Denver and expands its platform for serving affluent and ultra-affluent clients nationwide.

Cleary joins as Principal, co-leading the Denver office with Mark Richards, as Winged Keel continues its growth through recent acquisitions in St. Louis, Minneapolis, and Nashville.

“We’re pleased to welcome the Bridge Life team to Winged Keel. Their reputation for integrity and client stewardship in Denver fits perfectly with our premier national platform for high-end life insurance. Together, the Winged Keel Denver office delivers an impressive depth of expertise and experience, which combined with the strength of our national administrative platform, will allow us to continue to enhance our market leading client offering.” – CEO Eric Naison-Phillip.

“Since making our investment in Winged Keel earlier this year, GTCR has been continually impressed by Winged Keel’s ability to attract and integrate onto its platform the highest-caliber brokers in the industry, and Jay and his team are no exception. Each new acquisition reinforces the firm’s industry-leading position as the insurance brokerage platform of choice.” – Michael S. Hollander, Managing Director of GTCR.

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