Galway Holdings

What Galway Holdings does

Galway Holdings, LP is a privately-held financial services holding company organized as a California limited partnership, founded in 1987 and headquartered at 1 California Street in San Francisco. The company operates as a multi-vertical platform that owns and powers a network of operating subsidiaries spanning retail and wholesale insurance brokerage, registered investment advisory/wealth management, captive insurance management, specialty program administration, consulting and analytics, and insurance technology. Core operating companies include MAI Capital Management (a Cleveland-based RIA with 700+ employees, 40+ offices, and $77.3 billion in combined client assets at the time of its 2026 exit), EPIC Insurance Brokers & Consultants (retail brokerage), Jencap Group and Paragon Insurance Holdings (specialty wholesale/MGA), Bindable (Insurance-as-a-Service technology), Decisely (benefits administration), PSG and Simatree (analytics and consulting), Pegasus Captive Management, New Energy Risk, and FortressFire. The platform also operates sub-brands GalwayPlus Sports + Entertainment and a Family Office Division targeting athletes, entertainers, and ultra-high-net-worth families.

Galway generates revenue through multiple streams: insurance brokerage commissions and fees (retail via EPIC; wholesale/MGA via Jencap, Paragon, and affiliated MGAs), advisory and wealth-management fees typically calculated as a percentage of assets under management (MAI), professional services fees for analytics and consulting (PSG, Simatree), and managed services revenue from captive insurance administration (Pegasus). Its customer base spans professional athletes and entertainers, high-net-worth and ultra-high-net-worth individuals and families, commercial and corporate clients across industries, and specialized verticals such as the U.S. wine industry. Distribution is exclusively domestic (United States) and is delivered through direct sales forces, broker/agent networks, wholesale partnerships, and digital channels embedded in technology subsidiaries.

The company is backed by institutional private equity investors including The Carlyle Group, Harvest Partners, and Oak Hill Capital, with John Hahn serving as Executive Chairman. Strategic activity from 2021 through 2024 was heavily offensive — MAI was acquired in 2021 and rolled up through eight follow-on acquisitions by 2022, the GalwayPlus Sports + Entertainment platform and Family Office Division launched in May 2024, and senior leadership was expanded with a global sports executive and a new CFO. In June 2026, Carlyle completed a majority-stake acquisition of MAI at a valuation exceeding $2.8 billion, marking Galway's exit from that subsidiary alongside Harvest Partners and Oak Hill Capital, while the rest of the insurance and technology platform continues to operate.

Name

Galway Holdings

Legal name

Galway Holdings, LP

Website

https://galwayholdings.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Galway Holdings is a private financial services holding company operating a vertically-integrated U.S. platform across retail and wholesale insurance brokerage, wealth management, specialty insurance programs, captive management, and consulting/analytics, serving athletes, entertainers, high-net-worth individuals, and commercial clients.

Ownership category

akta.pro rank

Product category

Diversified Financial Services

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Insurance brokerage services
• Wealth management advisory
• Specialty wholesale insurance
• Captive insurance management
• Risk management consulting

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Brokerage - Retail: EPIC Insurance Brokers & Consultants generates revenue through retail insurance brokerage commissions on commercial and personal lines coverage placed for clients
2. Insurance Distribution - Wholesale: Jencap and Paragon Insurance Holdings operate as wholesale/MGA distributors generating commissions and fees from placing specialty insurance products through retail broker partners
3. Wealth Management: MAI Capital Management generates revenue through advisory fees, typically percentage of assets under management, for investment advisory and financial planning services
4. Consulting Services: PSG (consulting) and Simatree generate fees for analytics, consulting, and specialized advisory services
5. Captive Management: Pegasus Captive Management provides captive insurance management services for self-insured entities

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Galway Holdings is a financial services platform that powers a network of operating companies across insurance brokerage (retail and wholesale), wealth management, captive insurance management, consulting, and specialty insurance technology. Its portfolio includes EPIC Insurance Brokers & Consultants, Jencap Group, Paragon Insurance Holdings, MAI Capital Management, Bindable, Decisely, PSG, Simatree, Pegasus Captive Management, New Energy Risk, and FortressFire.

Differentiator

Problem solved

Functional benefit

Brands

• GalwayPlus Sports + Entertainment: A first-of-its-kind sports and entertainment platform within the wealth and risk management landscape designed to serve the complex needs of individuals, teams, leagues and organizations operating within the sectors.
• Galway Family Office

Products and services

• EPIC Insurance Brokers & Consultants Retail insurance brokerage and consulting firm offering property and casualty, employee benefits, risk management, and specialty coverage solutions across multiple industry verticals for commercial and high-net-worth clients.
• MAI Capital Management Cleveland-based registered investment adviser offering wealth management, financial planning, investment advisory, retirement plan services, and a dedicated sports and entertainment division.
• Jencap Group National wholesale insurance broker and program administrator specializing in workers compensation, professional lines, transportation, and specialty coverages including cannabis and construction.
• Paragon Insurance Holdings National multi-line managing general agent providing specialty insurance, reinsurance, and underwriting services across niche markets including green technology, environmental risk, media, entertainment, and sports-related coverages.
• Bindable Insurance-as-a-Service technology platform enabling carriers and agencies to expand insurance product offerings through digital distribution channels and agency services.
• Decisely Health benefits technology and enrollment platform providing group health insurance activation, benefits management, and employee benefits brokerage services to mid-market employers and their distribution partners.
• PSG (Professional Services Group) Analytics and specialized consulting division providing professional services, data analytics, and advisory solutions to Galway Holdings portfolio companies and clients.
• Simatree Consulting and analytics firm providing business intelligence and strategic advisory services to support operational improvements for Galway Holdings portfolio companies.
• Pegasus Captive Management Captive insurance management firm providing services for companies seeking to establish and manage self-insurance vehicles.
• New Energy Risk Specialty insurance and program division focused on green technology, climate innovation, and ESG-linked risk solutions, supporting clients in the energy transition and circular economy.
• FortressFire Wildfire mitigation technology company developing fire retardant products and operational solutions for aerial fire suppression and property protection.
• GalwayPlus Sports + Entertainment A sports and entertainment platform within the wealth and risk management landscape, serving the complex needs of individuals, teams, leagues and organizations in the sports and entertainment sectors.
• Galway Family Office A bespoke full-service division offering business management, financial planning, estate planning services orchestration, bookkeeping and tax services to athletes, entertainers, and high-net-worth and ultra-high-net-worth individuals and families.
• Galway Strategic Solutions Strategic consulting and advisory arm providing executive-level guidance on digital platform development, program and channel strategy, and emerging market execution for portfolio companies.

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

13 partnerships are on record, tiered minor, core and supporting.

• Wealth Partners Capital GroupminorStrategic or Co-development Partner · 21 April 2026Wealth Partners Capital Group was an existing partner of MAI Capital Management at the time of Galway Holdings' 2021 investment. The partnership supported geographic and service expansion efforts.
• MAI Capital ManagementcoreStrategic or Co-development Partner · 16 August 2021Galway Holdings announced investment in MAI Capital Management in August 2021, a Cleveland-based registered investment adviser. The investment supported MAI's growth, expanded client offerings, and facilitated M&A activities. The investment built on MAI's existing partnership with Wealth Partners Capital Group.
• EPIC Insurance Brokers & ConsultantscoreOthersEPIC Insurance Brokers & Consultants is a wholly-owned portfolio company of Galway Holdings, operating as a retail insurance brokerage with national presence through multiple regional offices.
• Jencap GroupcoreOthersJencap Group is a specialty wholesale insurance broker and MGA operating as a portfolio company of Galway Holdings, specializing in excess and surplus lines, program administration, and specialty insurance distribution.
• Paragon Insurance HoldingscoreOthersParagon Insurance Holdings is a national multi-line managing general agent (MGA) and portfolio company of Galway Holdings, providing specialty insurance, reinsurance, and underwriting services.
• BindablesupportingOthersBindable is an insurance technology platform operating as a portfolio company of Galway Holdings, providing Insurance-as-a-Service solutions enabling carriers and agencies to expand product offerings.
• DeciselysupportingOthersDecisely operates as a portfolio company of Galway Holdings providing health benefits administration and employee benefits technology solutions for mid-market employers.
• PSG (Professional Solutions Group)supportingTechnology or IntegrationPSG provides analytics and specialized consulting services as part of Galway Holdings' business services portfolio, offering consulting solutions alongside the insurance and wealth management operations.
• SimatreesupportingTechnology or IntegrationSimatree provides consulting and analytics capabilities as part of Galway Holdings' business services portfolio, complementing the platform's data and technology focus.
• FortressFireminorOthersFortressFire operates as a technology company focused on fire retardant solutions and wildfire mitigation technology, aligned with Galway Holdings' climate and wildfire resiliency initiatives.
• Napa Valley VintnersminorStrategic or Co-development PartnerNapa Valley Vintners is a nonprofit trade association partnering with Galway Holdings on the Wildfire Resiliency Summit and collaborative efforts to address wildfire insurability challenges affecting the wine industry.
• Insurance Institute for Business and Home Safety (IBHS)minorStrategic or Co-development PartnerIBHS participated as a speaker and research partner at Galway Holdings' Wildfire Resiliency Summit, contributing scientific expertise on property protection and mitigation strategies.
• Ascot GroupminorStrategic or Co-development PartnerParagon Insurance Holdings partnered with Ascot Group to strengthen and enhance specialized risk solutions, leveraging both companies' strengths and unique capacities to deliver exceptional services tailored to niche markets.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/galway-holdings

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Galway Holdings