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Brokers General Corporation is a White Plains, NY-based company in the Financial Services sector.
Kotak is a White Plains, NY-based company in the Financial Services sector.
Florida Capital Securities Corp. is a Lake Mary, FL-based company in the Financial Services sector.
Stonybrook Capital is a specialist strategic advisory and investment banking firm focused exclusively on the insurance industry. Our independent advice is based on deep industry knowledge and expertise — from long-term industry trends to cutting-edge strategy, products and capital structures. Stonybrook clients include insurers, reinsurers, agents, brokers, managing general underwriters and asset managers, private equity firms, hedge funds and alternative asset managers. We have insights based on long experience, unmatched industry contacts and a track record of successful outcomes for our clients. We offer perspectives that go far beyond what you can find in publicly available data. Stonybrook Capital is an official member of the National Association of Mutual Insurance Companies ("NAMIC") and is the first, and only, investment bank to do so. Mr. Grassi joins Stonybrook Capital from private practice, where he advises companies in the InsurTech space at various stages of development, structures cross border transactions and serves in private corporate boards. He began his professional career in Switzerland and later as a White & Case fellow in New York. He then joined American International Group, Inc., where, during his 25 year tenure in the insurance and financial services industry, he served in M&A roles and led legal, compliance, regulatory and corporate affairs teams across 5 continents. Mr. Grassi earned a J.D. from the University of Bern School of Law in Switzerland, where he graduated “cum laude”, and received his Master of Laws Degree from Fordham University School of Law in New York. In addition to his professional accomplishments, Grassi is an avid pilot and holds FAA commercial certificates for airplanes and gyroplanes.
TriLinc Global, LLC is the world's first impact investment firm dedicated to harnessing the collective power of main street investors in the United States to help businesses in developing countries create jobs, grow the middle class and generate measurable positive impact. Founded by a team of proven investors and entrepreneurs, TriLinc Global is dedicated to the idea that positive economic growth, social progress and environmental sustainability can and must go hand and hand. The Company currently operates in the U.S., Latin America and South Asia and invests capital through a series of proprietary funds, with a new focus on non-traded SEC registered retail fund vehicles, which pay a fixed current dividend, offer long-term capital appreciation potential and produce measurable social and/or environmental impact results. TriLinc currently oversees four U.S.-focused private equity funds and has $85 million in total assets under management/advisement.