Insurance Advisory Partners (IAP), a boutique investment banking firm specialising in the insurance sector, has appointed Lou Caltavuturo as a Partner in the United States, based in New York, reporting to co-founder & Chief Executive Officer, Tony Ursano.
Caltavuturo is a veteran investment banker, and will focus on broker and insurance distribution mergers and acquisitions (M&A) and capital raising.
Throughout his career, Caltavuturo has completed hundreds of M&A, capital raising and lending transactions for insurance industry clients nationwide.
Ursano commented on the appointment, “Lou brings to IAP extensive experience and expertise in insurance and insurance services, M&A, and capital raising. Consistent with IAP’s approach and distinct culture, Lou is focused on building long-term relationships and always putting his clients’ interests first.
“Lou also shares our relentless dedication to providing amazing client experiences through advice that produces superior client outcomes. It gives me great pleasure to welcome him to the team.”
Most recently, he was at Sica Fletcher serving as Managing Director. Before this, he was President of Vantage Insurance Partners, a private equity-backed insurance brokerage investor which he co‑founded in 2020.
Previously, Caltavuturo also spent 15 years at Dowling Hales, where, as Partner and Managing Director, he represented primarily brokers in sell-side transactions.
Lastly, he has also held senior roles at Fox‑Pitt, Kelton, working on M&A and equity transactions exceeding $10 billion, as well as at Deutsche Bank as a commercial lender to the insurance sector.
Joe Plumeri, Chairman of IAP, said, “When you combine Lou’s track record in insurance distribution with IAP’s substantial experience and expertise in the sector, IAP will become the advisor of choice to this segment of the market.
“We look forward to working closely with Lou to significantly expand our insurance brokerage and distribution advisory business.”
Caltavuturo added, “I am thrilled to be joining Insurance Advisory Partners at such an exciting stage in its growth. I have long admired Tony’s vision for building a world‑class advisory firm with unmatched industry expertise.
“I look forward to working closely with the team across New York and London to enhance the already outstanding client experience at the heart of IAP’s value proposition.”
