Insurance technology deals in 2026 ranged from underwriting software to claims workflow platforms and benefits brokers. Several were large, with bulge-bracket banks on both sides, and a few were smaller deals led by specialist firms.
The pool is small, so the ranking is close. Read the deal list under each firm rather than relying on rank alone.
How We Ranked These Advisors
Ranking Method
Deals on record. The count of insurance technology transactions in the ProCloser Deal Index where a public source names the firm as an advisor.
Side coverage. Whether the firm is named on the sell side, the buy side or both. It is shown for each firm and does not change the order.
Recency. How recently the firm's latest named insurance technology deal was announced. It breaks ties between firms with the same deal count.
The pool is 6 insurance technology deals announced in 2026, each tied to a press release, SEC filing or news report. A firm that advised on more deals in the pool ranks higher. Ties break on the most recent announcement. The Deal Index records only advisors a public source names, so a firm can have closed work that does not appear here. This is a ranking of public deal evidence, not a quality score.
Insurance Technology Advisors at a Glance
| Advisor | Deals on Record | Role | Latest Deal Announced | Latest Target |
|---|---|---|---|---|
| 1. J.P. Morgan | 2 | buy-side and sell-side | October 27, 2026 | hyperexponential |
| 2. Morgan Stanley | 2 | sell-side | October 15, 2026 | CCC Intelligent Solutions |
| 3. Centerview Partners | 1 | buy-side | October 27, 2026 | hyperexponential |
| 4. Citi | 1 | buy-side | October 15, 2026 | CCC Intelligent Solutions |
| 5. Barclays | 1 | sell-side | August 19, 2026 | Nava Benefits |
| 6. BMO Capital Markets | 1 | buy-side | August 13, 2026 | Accelerant |
| 7. Houlihan Lokey | 1 | sell-side | August 13, 2026 | Accelerant |
| 8. Wells Fargo | 1 | buy-side | August 13, 2026 | Accelerant |
The 8 Best M&A Advisors for Insurance Technology
1 J.P. Morgan
J.P. Morgan has 2 named insurance technology transactions in the ProCloser Deal Index, covering the buy-side and sell-side role, most recently hyperexponential in October 27, 2026. The firm's full record across every sector is on its advisor page.
- hyperexponential, acquired by Guidewire (October 27, 2026). J.P. Morgan advised on the sell-side. AI-native underwriting and pricing software. Source: EX-99.1
- CCC Intelligent Solutions, acquired by GTCR and Elliott (October 15, 2026). J.P. Morgan advised on the buy-side. Claims and repair workflow software for insurance. Source: EX-99.1
Best for: Sellers who want an advisor with a record on the same side of the table as them.
2 Morgan Stanley
Morgan Stanley has 2 named insurance technology transactions in the ProCloser Deal Index, covering the sell-side role, most recently CCC Intelligent Solutions in October 15, 2026. The firm's full record across every sector is on its advisor page.
- CCC Intelligent Solutions, acquired by GTCR and Elliott (October 15, 2026). Morgan Stanley advised on the sell-side. Claims and repair workflow software for insurance. Source: EX-99.1
- Accelerant, acquired by Thoma Bravo (August 13, 2026). Morgan Stanley advised on the sell-side. Data-driven risk exchange for specialty insurance. Source: Accelerant Enters into Definitive Agreement to be Acquired by Thoma Bravo - Thoma Bravo
Best for: Owners who want a bank that has already worked on a close comparable.
3 Centerview Partners
Centerview Partners appears in the ProCloser Deal Index on one insurance technology transaction: the buy-side role on hyperexponential's sale to Guidewire, announced October 27, 2026. The firm's full record across every sector is on its advisor page.
- hyperexponential, acquired by Guidewire (October 27, 2026). Centerview Partners advised on the buy-side. AI-native underwriting and pricing software. Source: EX-99.1
Best for: Founders weighing a strategic buyer against a financial sponsor.
4 Citi
Citi appears in the ProCloser Deal Index on one insurance technology transaction: the buy-side role on CCC Intelligent Solutions's sale to GTCR and Elliott, announced October 15, 2026. The firm's full record across every sector is on its advisor page.
- CCC Intelligent Solutions, acquired by GTCR and Elliott (October 15, 2026). Citi advised on the buy-side. Claims and repair workflow software for insurance. Source: EX-99.1
Best for: Companies whose likely buyers are listed or large-cap acquirers.
5 Barclays
Barclays appears in the ProCloser Deal Index on one insurance technology transaction: the sell-side role on Nava Benefits's sale to Alliant Insurance Services, announced August 19, 2026. The firm's full record across every sector is on its advisor page.
- Nava Benefits, acquired by Alliant Insurance Services (August 19, 2026). Barclays advised on the sell-side. AI-native employee benefits broker platform. Source: Alliant acquires AI benefits platform Nava in tech consolidation push - Insurance Business
Best for: Owners who want to see a recent, dated deal before a first call.
6 BMO Capital Markets
BMO Capital Markets appears in the ProCloser Deal Index on one insurance technology transaction: the buy-side role on Accelerant's sale to Thoma Bravo, announced August 13, 2026. The firm's full record across every sector is on its advisor page.
- Accelerant, acquired by Thoma Bravo (August 13, 2026). BMO Capital Markets advised on the buy-side. Data-driven risk exchange for specialty insurance. Source: Accelerant Enters into Definitive Agreement to be Acquired by Thoma Bravo - Thoma Bravo
Best for: Sellers comparing a specialist boutique with a bulge-bracket name.
7 Houlihan Lokey
Houlihan Lokey appears in the ProCloser Deal Index on one insurance technology transaction: the sell-side role on Accelerant's sale to Thoma Bravo, announced August 13, 2026. The firm's full record across every sector is on its advisor page.
- Accelerant, acquired by Thoma Bravo (August 13, 2026). Houlihan Lokey advised on the sell-side. Data-driven risk exchange for specialty insurance. Source: Accelerant Enters into Definitive Agreement to be Acquired by Thoma Bravo - Thoma Bravo
Best for: Buyers who want a named adviser on the acquiring side.
8 Wells Fargo
Wells Fargo appears in the ProCloser Deal Index on one insurance technology transaction: the buy-side role on Accelerant's sale to Thoma Bravo, announced August 13, 2026. The firm's full record across every sector is on its advisor page.
- Accelerant, acquired by Thoma Bravo (August 13, 2026). Wells Fargo advised on the buy-side. Data-driven risk exchange for specialty insurance. Source: Accelerant Enters into Definitive Agreement to be Acquired by Thoma Bravo - Thoma Bravo
Best for: Companies that want an advisor with a current-year track record.
How to Choose a Insurance Technology M&A Advisor
- Decide whether your company is software, a platform or a distribution business, since buyers differ.
- Check the deal size range of each firm's listed deals.
- Ask about regulator and carrier consent steps in a sale.
- Confirm advisor roles from the linked sources.
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Get Matched With an Advisor →For the full record of advisors and deals across every sector, see the ProCloser Deal Index and the advisor rankings. Related guides are listed on the blog.