Jay Poorman

Managing Director

Jay has more than twenty years of insurance investment banking experience focused on providing mergers and acquisitions and capital raising services to insurance and insurance services companies. Jay was a Managing Director for Cochran Caronia Waller immediately prior to joining StoneRidge Advisors as a Partner. Jay was also previously a Vice President in Salomon Smith Barney's Insurance Investment Banking group.

Jay received his Bachelor of Business Administration with honors from the University of Michigan.

Selected Transactions:

  • SCM's acquisition of Nixon & Company
  • Fairness opinion for the Pennsylvania Department of Insurance in the demutualization of Saucon Mutual Insurance Company
  • NCA Group's sale to Worley Claim Services
  • Dearborn National Life's sale of Colorado Bankers Life to Eli Global 
  • Xchanging's sale of the U.S. assets of Cambridge Integrated Services Group, Inc. to Sedgwick Claims Management Services, Inc.
  • Engle Martin's recapitalization sponsored by Forsyth Capital
  • Accident Fund Insurance Company of America's acquisition of CompWest Insurance Company

 

120 South LaSalle Street, Suite 1300

Chicago, IL 60603

Call: 312-854-2911

Mobile: 773-710-4663

Email: jpoorman@stoneridgeadvisors.com