VALE Secured Strategic Growth Investment from Flexpoint Ford

VALE Insurance Partners (“VALE”) received a strategic growth investment from Flexpoint Ford

• Enhanced VALE’s ability to expand its senior team and to accelerate its strategic growth plans
• VALE’s management team continued to operate the business following the transaction
  • Including Co-Founder and CEO R. Philip Stevenson and CUO Bryce Guingrich
• Employees remained meaningful shareholders of the Company

VALE is a best-in-class MGA focused on the global transactional liability insurance market

• Founded in 2014 by Jamie Sahara and R. Philip Stevenson and headquartered in New York, NY
• Differentiated platform with an ability to underwrite complex risks and deliver specialized solutions
• Provides a full suite of insurance services to the global transactional liability insurance market
  • Including quoting, underwriting, binding and claims handling
• Supported by world-class insurance carrier partners

Flexpoint Ford is a private equity investment fund founded in 2003 and Headquartered in Chicago

• Over $5bn of AUM and focused on the Financial Services and Healthcare sectors(a)

TCMA acted as exclusive financial advisor to VALE; key roles and responsibilities:

• Prepared detailed financial and valuation analysis for the VALE ownership group
• Led a highly targeted auction sale process and introduced the counterparties
• Created marketing materials and financial packages shared with potential investors
• Offered insights around key transaction terms and conditions
• Assisted in the negotiation of final transaction terms and conditions
• Provided objective advice and acted as a confidant to the owners throughout the process
• Assisted the owners and mgmt. in achieving an optimal transaction regarding valuation, terms & partner