Mesirow Insurance Services

What Mesirow Insurance Services does

Mesirow Insurance Services operates as a business line within Mesirow Financial Holdings, Inc., a private, employee-owned diversified financial services firm headquartered in Chicago, Illinois. The insurance services arm functions as a full-service insurance brokerage and consultant focused on property and casualty insurance, operating alongside the broader Mesirow platform that spans investment banking, capital markets, wealth management, fiduciary solutions, private capital, currency risk management, and executive benefit services. The parent firm dates to 1937 and reports $359B+ in total assets under supervision as of December 31, 2025, supported by 501-1,000 employees and a recent Asia-Pacific expansion via a new Tokyo office. The insurance brokerage sits within an enterprise field-sales model that targets entrepreneurs, private equity firms, family offices, larger corporations, plan sponsors, high-net-worth individuals, and institutional investors through relationship-based advisory engagements.

The product surface is built around client needs rather than a single underlying technology stack. Capital Markets offerings include CTL and structured debt products, DST bridge equity financing, institutional sales and trading, public finance, and sale-leaseback capital. Currency provides passive and dynamic hedging, currency-for-return strategies, and outsourced trading. Investment Banking delivers M&A advisory, corporate finance, and capital markets services across dedicated sector groups (Aerospace & Defense, Consumer & eCommerce, Healthcare, Industrial Technology, Food/Beverage/Agribusiness, Packaging, and others). Fiduciary Solutions supplies institutional investment solutions for retirement and health savings marketplaces, designed to alleviate fiduciary risk for plan sponsors, financial advisors, recordkeepers, administrators, trust companies, and insurers. Wealth Management delivers comprehensive, multi-generational financial planning, and Private Capital provides alternative credit, institutional real estate direct, and private equity. No proprietary software platform, API, SDK, or app-based delivery is described; distribution runs through direct advisor relationships and enterprise advisory engagements.

The revenue model is multi-stream and tailored to service line. Investment Banking Advisory and Capital Markets generate transaction and arrangement fees. Wealth Management and Fiduciary Solutions produce advisory and asset-based (subscription/recurring) fees. Private Capital generates management fees and carried interest. Currency Solutions operates on recurring subscription mandates. Pricing is quote-based and not publicly disclosed, reflecting a customized, relationship-driven engagement model. The employee-owned structure is consistently emphasized as a differentiator aligning advisor incentives with client outcomes.

Name

Mesirow Insurance Services

Legal name

Mesirow Financial Holdings, Inc.

Website

https://mesirowfinancial.com

Company type

Private

Founded year

1937

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Mesirow Insurance Services is a full-service property and casualty insurance brokerage and consultancy based in Chicago, operating within the privately held, employee-owned Mesirow Financial Holdings platform serving corporations, institutions, families, and high-net-worth individuals.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Financial Advisory Services

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

Keywords

• Insurance brokerage services
• Property casualty insurance
• Risk management consulting
• Commercial insurance advisory
• Financial services firm

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Banking Advisory: M&A advisory, corporate finance, and capital markets services generating transaction-based fees.
2. Wealth Management: Comprehensive wealth planning and investment advice generating advisory fees and potentially asset-based fees.
3. Fiduciary Solutions: Institutional investment solutions for retirement and health savings marketplaces, generating advisory and management fees.
4. Capital Markets: CTL and Structured Debt, DST Bridge Equity, Institutional Sales and Trading, Public Finance, and Sale-Leaseback Capital generating transaction and arrangement fees.
5. Private Capital: Alternative Credit, Institutional Real Estate Direct, and Private Equity generating management fees and carried interest.
6. Currency Solutions: Currency risk management including active and passive hedging, currency for return, and outsourced trading.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Mesirow Insurance Services is a full-service insurance brokerage and consultant specializing in property and casualty insurance. As part of the broader Mesirow diversified financial services platform founded in 1937, the firm also delivers capital markets, wealth management, investment banking, fiduciary solutions, currency risk management, and private capital services to corporations, entrepreneurs, private equity firms, family offices, and high-net-worth individuals.

Product overview

Mesirow is a diversified financial services firm offering a comprehensive portfolio of investment and advisory services. The platform operates across multiple interconnected divisions: Capital Markets (including CTL and Structured Debt Products, DST Bridge Equity, Institutional Sales and Trading, Public Finance, and Sale-Leaseback Capital); Currency risk management and trading; Executive Benefit Services; Fiduciary Solutions for retirement and health savings; Investment Banking with sector-specific M&A advisory; Private Capital (encompassing Alternative Credit, Institutional Real Estate Direct, and Private Equity); and Wealth Management. The company serves institutional and individual clients through its employee-owned model, providing integrated financial solutions from capital formation to wealth preservation.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Markets Provides access to capital markets capabilities including DST Bridge Equity, CTL and Structured Debt Products, Institutional Sales and Trading, Public Finance, and Sale-Leaseback Capital financing solutions.
• Currency Risk Management Provides currency risk management solutions including passive and dynamic hedging, currency for return strategies, and outsourced trading through independent currency specialists.
• Executive Benefit Services Offers executive nonqualified deferred compensation plans to attract, retain and reward top executives through tax advantages, return potential and income opportunities.
• Fiduciary Solutions Delivers institutional investment solutions for retirement and health savings marketplaces, designed to alleviate fiduciary risk for plan sponsors, financial advisors, recordkeepers, administrators, trust companies and insurers.
• Investment Banking Provides M&A advisory, corporate finance and capital markets services for entrepreneurs, private equity firms, family offices and larger corporations across multiple industry verticals.
• Wealth Management Offers personal, comprehensive wealth planning with expert investment advice that evolves over time, serving individual clients across generations.
• Private Capital Provides alternative credit, institutional real estate direct, and private equity investment opportunities for institutional and accredited investors.
• Insurance Brokerage and Risk Consulting Full-service insurance brokerage and consulting firm specializing in property and casualty insurance for corporate and institutional clients.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• LeafHouse Financial AdvisorscoreStrategic or Co-development PartnerMesirow has entered into an agreement to acquire LeafHouse Financial Advisors, a division of LeafHouse Financial Group. This acquisition expands the distribution reach of Mesirow Fiduciary Solutions and strengthens its established retirement plan capabilities. The transaction reflects Mesirow's strategy of investing in aligned businesses that enhance scale, flexibility and long-term growth.
• Foundation for Financial PlanningminorStrategic or Co-development PartnerMesirow joined Foundation for Financial Planning's RIA Impact Partners program, expanding pro bono financial guidance for underserved communities.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Lockton Companies: Lockton is the world's largest privately held insurance broker, with significant P&C, specialty, and risk consulting capabilities for mid- and large-cap commercial clients. As a private peer with similar culture and client overlap, it is a closely comparable business model to Mesirow Insurance Services.
• Brown & Brown, Inc. Brown & Brown is a national insurance broker with strong organic and acquisition-driven growth across commercial P&C, employee benefits, and specialty lines. Its mid-market and roll-up strategy closely parallels where Mesirow Insurance Services competes.
• Arthur J. Gallagher & Co. Gallagher is one of the largest U.S.-headquartered insurance brokerage and risk management firms, with a comparable mid-market and commercial P&C franchise. It is the closest U.S. publicly traded comp set for Mesirow Insurance Services in terms of business mix and client profile.
• USI Insurance Services: USI is a national insurance brokerage and consulting firm focused on middle-market commercial P&C, employee benefits, and personal lines. It competes with Mesirow Insurance Services on segment, products, and geographic footprint in the U.S.
• Alliant Insurance Services: Alliant is a specialty-led insurance brokerage serving middle-market and larger commercial clients across P&C and specialty lines. Its growth-by-acquisition model and product mix make it a direct peer for Mesirow Insurance Services in specialty and commercial segments.
• Hub International: Hub International is a North American insurance brokerage built largely through PE-backed roll-up M&A, serving middle-market commercial clients with P&C and specialty placements. It is a direct competitor for the same client size and product set as Mesirow Insurance Services.
• NFP (an Aon company): NFP is a middle-market insurance broker and consultant spanning P&C, benefits, and wealth solutions, with many HNW and family-office adjacencies. Its diversified platform model and middle-market focus parallel how a diversified firm like Mesirow approaches the brokerage marketplace.

Broad incumbents

• Aon: Aon is a global professional services firm with a substantial P&C and specialty insurance brokerage business serving mid-market and large commercial clients. It is a direct competitor to Mesirow Insurance Services across virtually all P&C lines and target client segments.
• Marsh (Marsh McLennan): Marsh is the world's largest insurance broker and risk advisor, with a global P&C brokerage franchise that directly competes with Mesirow Insurance Services for corporate and specialty P&C placements. As a much larger incumbent, it sets the competitive ceiling on wallet share Mesirow can pursue.
• Willis Towers Watson (WTW): WTW operates a global insurance brokerage and advisory business with strong specialty and commercial P&C capabilities. It competes head-to-head with Mesirow Insurance Services for corporate risk management mandates and benefits-related placements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/mesirow-financial
• Xx.com/mesirowfin
• Facebookfacebook.com/mesirowfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Mesirow Insurance Services