PE  Rockbrook Advisors

     Office Locations:

10730 Pacific Street #247
Omaha, NE 68114
Phone: 402-614-2731
Fax: 866-463-4874



  • Middle Market



  • Financial Services



    Rockbrook Advisors is a private equity firm focused on investing in companies in the insurance industry. The members of Rockbrook's team have experience in the Property & Casualty insurance sector and have the ability to leverage this experience in providing assistance to businesses in which they invest. Rockbrook is currently focused on finding profitable long-term investment opportunities in niche markets within the insurance industry for its current fund, Brookside Investment Partners. However, Rockbrook will review select business plans in the Life and Health Insurance category. Rockbrook typically reviews investment and acquisition opportunities with less than $20 million in enterprise value. Rockbrook will look at opportunities at any stage of growth across the U.S. but prefers companies in the Midwest. Rockbrook is particularly interested in companies that have concentrated on developing expertise with a particular type of insurance product, or in a particular state or regional insurance market. Rockbrook will consider companies throughout the insurance industry continuum, which includes risk bearing, distribution and services businesses.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Grant E. Lippincott Managing Member
    Kristina Castle Vice President


    Portfolio companies include:

      ALIGN General Insurance Agency
        web link

      Aspen Holdings
        web link

      Banyan Re
        web link

      Horticultural Asset Management
        web link

      Insurance Specialty Group
        web link

        web link


    Recent News:

      There is no recent news for Rockbrook Advisors.