PRIVATE EQUITY
STRUCTURED CAPITAL

RECENT RELEASES

Integrity Marketing Group
  • Business

    Integrity Marketing Group (“Integrity”), is the nation’s leading independent distributor of life and health insurance products focused on serving the Senior Market. Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes retail insurance brokerages and agents.

  • Harvest Partners Investment

    In August 2019, Harvest Partners (“Harvest”) recapitalized Integrity in partnership with HGGC and management. To fund the acquisition, Harvest provided equity capital and arranged the debt financing. In addition, Harvest arranged equity co-investment capital.

  • Investment Thesis

    • #1 provider in the large, fragmented and growing senior life and health markets, including Medicare Advantage and Medicare Supplement
    • Attractive business model with strong, stable cash flows
    • Strong history of organic growth with multiple organic growth levers
    • Leading national consolidator with a proven M&A strategy and deep pipeline of acquisition candidates
    • Strong and committed management team with track record of success