CLOs on the Move


 
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The Mutual Group

The Mutual Group is an innovative insurance services platform that provides a full suite of solutions designed to improve the operational efficiency and scalability of mutual insurance carriers.

Southern Bancorp

Southern Bancorp is a certified Community Development Financial Institution (CDFI) and B-Corp based in Arkadelphia, Arkansas. Established in 1986, it aims to strengthen underserved communities through financial services and development programs. The organization has grown significantly, now managing assets between $2.6 and $2.8 billion and serving around 65,000 customers in Arkansas and Mississippi. Southern Bancorp operates through three main entities: Southern Bancorp Bank, which provides traditional banking services; Southern Bancorp Community Partners, a nonprofit focused on financial education and support; and Southern Bancorp Incorporated, a holding company for strategic growth. The organization offers a range of services, including checking and savings accounts, loans, financial literacy workshops, and grants for community projects. With 56 locations and a commitment to equitable access, Southern Bancorp emphasizes long-term community impact, particularly in economically distressed areas.

Club Champion

Club Champion is a premier golf club fitting company founded in 2010 and based in Willowbrook, Illinois. With over 140 locations across the United States, Canada, the UK, and Australia, the company specializes in custom golf club fitting and building services. Their goal is to enhance golfers performance by providing tailored solutions that deliver longer and more accurate shots based on individual swing characteristics. The company offers unbiased, tour-quality fittings with access to a vast selection of over 50,000 to 65,000 clubhead, shaft, and grip combinations from more than 65 brands. Each fitting session typically lasts around three and a half hours and utilizes advanced technology, including TrackMan launch monitors and SAM PuttLab systems, to ensure precise measurements. Club Champion assembles custom golf clubs in a centralized facility near Chicago, catering to a diverse clientele that includes both amateur and professional golfers. With a commitment to quality and performance, Club Champion conducts over 100,000 fittings annually, making high-quality custom fitting accessible to a wide range of players.

Health In Tech

Health In Tech is an insurtech company focused on enhancing the self-funding process in the healthcare sector. The company aims to create efficient and innovative solutions that benefit individuals and businesses while improving the health insurance landscape. It operates a dynamic marketplace that utilizes third-party AI technology to deliver customized solutions. The company offers a variety of proprietary digital platforms and services that streamline the quoting and underwriting processes for brokers, third-party administrators, and insurers. Key offerings include reference-based pricing, group insurance captives, community health plans, and the eDIYBS platform for small and medium-sized employers. Additionally, the Health Intelligence Card and HI Performance Network are designed to improve the management of medical records and claims while providing cost-effective healthcare options. Health In Tech, Inc. is publicly traded on NASDAQ under the ticker symbol HIT and was founded in 2014. The company is led by CEO Tim Johnson and has around 80 employees.

Ledgebrook

Ledgebrook is an InsurTech MGA on a mission to bring Specialty insurance into the modern era. Burdened with legacy technology and processes, the industry has not kept pace with the speed of innovation seen in other sectors. Positioned at the cutting edge of the next generation of InsurTech, Ledgebrook offers the best of both worlds: innovative world-class technology deployed by a leadership team armed with decades of insurance expertise. Our long-term vision is to become a diversified full stack Specialty re/insurer competing with legacy carriers in product lines & markets across the globe. To get there Ledgebrook will build our premium base by rolling out a new Specialty product every ~6 months until we prove enough traction to raise a balance sheet, become a full stack carrier and eventually compete in the reinsurance markets as well. Our initial product will be domestic primary and excess GL E&S policies sourced via wholesale brokers. At Ledgebrook everything we do is driven by our culture: Care, Strive, Thrive Together. To succeed in modernizing the industry, we must first succeed in changing the way we do business. Talent density is our north star—fewer, better people working together as one. To that end weve replaced all individual incentives with generous equity packages—we play as a team, we win as a team. Everyone benefits handsomely from Ledgebrooks success. Ledgebrook is a fully-remote US based company backed by top venture investors including Brand Foundry & American Family Ventures.