GTCR acquires majority stake in Winged Keel

GTCR has agreed to acquire a majority stake in Winged Keel Group , an independent life insurance brokerage specializing in wealth accumulation and estate planning.

The investment follows Winged Keel’s geographic expansion and aims to support its growth, client service, and technology platform.

Eric Naison-Phillips will become CEO, leading alongside key principals, while employees remain significant shareholders.

GTCR plans to drive expansion through strategic partnerships, acquisitions, and technology enhancements.

Winged Keel administers over $105 billion in life insurance and places more than $5 billion annually.