Valerian Capital Group
Valerian Capital Group is a privately held financial markets advisory firm founded in 2009 that provides transaction advisory, risk management, and consulting services for institutional spread products — primarily Secured Funding Agreements, Funding Agreement Backed Loans, and stable value solutions — serving life insurance companies and banks.
- Company typePrivate
- Founded2009
- HeadquartersOrlando, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Valerian Capital Group does
Valerian Capital Group is a privately held financial markets advisory firm founded in 2009 and headquartered in Orlando, Florida. The firm specializes in institutional spread products within the insurance marketplace, serving life insurance companies (primary) and banks (secondary) with strategic consulting, risk management, and transaction advisory services focused on funding diversification, capital efficiency, and structured spread product expansion.
Its core product suite centers on Secured Funding Agreements (SFAs) and Funding Agreement Backed Loans (FABLs), which are bilateral, privately negotiated structured insurance transactions that Valerian originates, manages, and administers through its wholly-owned subsidiary Valerian Capital Advisors LLC. Complementary offerings include stable value product consulting, synthetic GIC risk assessment frameworks, and customized risk management and valuation models integrating stress scenario analysis, stochastic risk modeling, and cash flow experience studies into client trading and risk platforms. The proprietary SMART platform provides database, analytics, and surveillance infrastructure for book value wrap providers.
Valerian monetizes through professional services fees on consulting mandates and managed services revenue from ongoing SPE sponsorship, transaction management, and collateral administration, with custom quote-based pricing on each engagement. The go-to-market is enterprise field sales via direct institutional relationships and content-driven thought leadership through the Stable Value Investment Association (SVIA) and Aon Investments publications. Strategic positioning is reinforced by a co-advisory partnership with Piper Sandler and dominance in the emerging SFA and FABL markets, where Valerian served 3 of 4 newly established SFA insurers in 2024 and completed the first-ever FABL transaction in Q2 2025.
Valerian Capital Group firmographics
Firmographics- Name
- Valerian Capital Group
- Legal name
- Valerian Capital Group LLC
- Website
- https://valeriancapital.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Valerian Capital Group is a privately held financial markets advisory firm founded in 2009 that provides transaction advisory, risk management, and consulting services for institutional spread products — primarily Secured Funding Agreements, Funding Agreement Backed Loans, and stable value solutions — serving life insurance companies and banks.
- Ownership category
- akta.pro rank
Valerian Capital Group industry classification
Industry- Product category
- Insurance Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where Valerian Capital Group is headquartered
LocationHeadquarters
- HQ city
- Orlando
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Valerian Capital Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Strategic Consulting Services: Advisory and consulting services for financial institutions focusing on institutional spread and retirement products. Includes product development, risk management, and market expansion strategy.
- Transaction Management and Administration: Services including special purpose vehicle sponsorship, transaction management, collateral administration, and SPE administration for SFAs and FABLs. Ongoing administrative and reporting services including daily margin requirements and collateral eligibility confirmations.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Valerian Capital Group product offering
Product offeringCore offering
Valerian Capital Group is a financial markets advisory firm that advises insurance companies and banks on institutional spread products. Its core offerings include Secured Funding Agreements (SFAs), Funding Agreement Backed Loans (FABLs), stable value consulting, and customized risk management and valuation models. The firm also sponsors special purpose vehicles (SPVs) and provides transaction management and collateral administration services.
Product overview
Valerian Capital Group is a financial markets advisory firm offering a suite of institutional spread products and consulting services within the insurance marketplace. The core offerings consist of Secured Funding Agreements (SFAs) and Funding Agreement Backed Loans (FABLs) as the primary structured insurance products, supplemented by Stable Value Product consulting and Risk Management services. The SMART Platform serves as an analytics add-on for book value wrap providers. The company was founded in 2009 and specializes in insurance-based product innovation, capital markets expertise, and risk transfer solutions for insurers and banks.
Differentiator
Problem solved
Functional benefit
Brands
- SMART: A database, analytics, and reporting platform developed by Valerian for providers of book value wraps.
Products and services
- Secured Funding Agreements (SFAs) Institutional insurance contracts in which a life insurer issues a funding agreement to a special purpose vehicle (SPV) supported by a dedicated collateral account containing high-quality corporate bonds or structured finance securities, typically with 3-5 year maturities and no early surrender rights. Provided as advisory and structuring services to life insurance companies and institutional counterparties.
- Funding Agreement Backed Loans (FABLs) Bilateral, fixed-term funding transactions where a life insurer issues a funding agreement to an SPV, which converts it into a loan for institutional counterparties. Documented under credit agreements with no public issuance and typically no collateral. Provided as advisory and execution services to life insurers and institutional investors.
- Stable Value Product Consulting Strategic consulting for stable value and retirement products offered to financial institutions. Covers market analysis, product background, risk review, competitive environment assessment, operating guidelines, template contracts, IT infrastructure specifications, and administrative procedures for providers of book value wraps and stable value funds.
- Risk Management Services Customized risk management and valuation models integrating qualitative insight and quantitative rigor. Includes stress scenario analysis, stochastic risk models for pricing/valuation/capital management, financial reporting tools (risk-based capital, statutory reserves, tail risk measures, economic capital), and cash flow and product analysis for insurers and financial institutions.
- Synthetic Guaranteed Income Contracts (Synthetic GICs) Synthetic GIC advisory and risk assessment framework services that model how duration, credit quality, and participant behavior drive tail risk in synthetic stable value contracts. Designed for plan sponsors, wrap providers, and stable value fund managers.
Quantifiable outcome
- $4.5 billion in anticipated closings for 2024-2025
- +2 more outcomes
Companies that use Valerian Capital Group
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles3 records
Valerian Capital Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Valerian Capital Group partnerships and signals
Strategic signalScale indicators7 records
Recent moves5 records
Expansion highlights6 records
Valerian Capital Group competitors and assessment
Company assessmentBroad incumbents
- Mercer: Global consulting leader with substantial institutional investment and insurance advisory practices, including stable value and retirement product expertise. Competes with Valerian on larger, multi-product engagements while serving a broader institutional client base.
- Willis Towers Watson: Major insurance and investment consulting firm offering actuarial, risk, and capital markets advisory to life insurers. Overlaps with Valerian on insurance risk management and product structuring at a much broader scale.
Direct peers
- Conning & Company: Insurance-focused asset management and consulting firm serving life insurers with investment research, risk management, and capital markets solutions. Directly comparable to Valerian's insurance advisory model and institutional spread product focus.
- Milliman: Global actuarial and consulting firm with a deep insurance practice offering risk modeling, capital markets advisory, and product structuring for life insurers. Comparable on the actuarial risk analytics and insurance product consulting dimensions.
- Cammack LaRhette: Specialist investment consulting firm focused on stable value and retirement plan advisory, directly serving plan sponsors and wrap providers. Closely comparable to Valerian's stable value product consulting offering.
- Aon (Stable Value / Investment Practice): Operates Aon Investments Stable Value Quarterly and broader institutional investment advisory practice referenced in Valerian's marketing channels. Competes directly on stable value consulting, wrap provider analytics, and retirement plan advisory.
Others
- Piper Sandler: Mid-market investment bank and capital markets advisory firm that partnered with Valerian as co-advisor on a $500M Secured Funding Agreement. Adjacent capital markets partner rather than direct competitor but competes in insurance sector advisory broadly.
Emerging players
- Meketa Investment Group: Independent investment consulting firm serving institutional clients including public and corporate pension plans, endowments, and foundations. Comparable on the institutional advisory and investment consulting dimensions.
- NEPC: Independent investment consulting firm advising institutional clients on portfolio construction, manager selection, and risk. Comparable on institutional investment advisory though less specialized in insurance funding agreements.
Regional players
- New England Asset Management: Insurance-focused investment management firm providing advisory and asset management solutions to life insurers. Comparable on insurance client base and institutional spread / fixed income advisory focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Valerian Capital Group social profiles
Digital presenceValerian Capital Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Valerian Capital Group leadership team
Management profileNumber of profiles
Profiles7 records
Valerian Capital Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Valerian Capital Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Valerian Capital Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Valerian Capital Group
What does Valerian Capital Group do?
Valerian Capital Group is a financial markets advisory firm that advises insurance companies and banks on institutional spread products. Its core offerings include Secured Funding Agreements (SFAs), Funding Agreement Backed Loans (FABLs), stable value consulting, and customized risk management and valuation models. The firm also sponsors special purpose vehicles (SPVs) and provides transaction management and collateral administration services.
Is Valerian Capital Group a public or private company?
Valerian Capital Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Valerian Capital Group founded?
Valerian Capital Group was founded in 2009. It employs 1 to 10 people.
Where is Valerian Capital Group based?
Valerian Capital Group is headquartered in Orlando, United States, in the North America region.
How does Valerian Capital Group make money?
Two revenue lines are on record. Strategic Consulting Services are the primary driver. The others are transaction Management and Administration.
Who are Valerian Capital Group's main competitors?
Broad incumbents on record are Mercer and Willis Towers Watson. Direct peers are Conning & Company, Milliman, Cammack LaRhette and Aon (Stable Value / Investment Practice). Piper Sandler is listed as an others. Emerging players are Meketa Investment Group and NEPC. New England Asset Management is listed as a regional player.
Does Valerian Capital Group have an API?
No public API is recorded for Valerian Capital Group.
What industry is Valerian Capital Group in?
Valerian Capital Group's product category is Insurance Financial Advisory. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 52394 and its SIC code is 6282.