Atlas Financial Partners LLC

Our team of experts advises private equity and investment banking firms on ways to optimize opportunities for acquisitions of blocks of institutional life insurance

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Atlas Financial Partners LLC
Atlas Financial Partners LLC

Atlas Financial Partners is a New York-based, partner-owned niche investment bank specializing in benefit finance, transaction servicing and insurance M&A. Our mission is to develop a platform of businesses with stable earnings, managed risks and opportunities for growth and improvement in efficiencies. Our first subsidiary Atlas Benefit Finance LLC (ABF) was established in 2000 to offer companies unique expertise and proprietary services and products that unlock the full potential of their benefit plans, benefiting treasury and human resource professionals, plan participants and the bottom lines of companies. ABF is an advisory firm with a unique capital markets focus on helping financial institutions and corporations improve the efficiency of their multiple nonqualified benefit programs and related funding and hedging strategies. This is achieved through the use of state-of-the-art management information systems and access to proprietary funding and hedging strategies that eliminate many of the barriers to information and control that have been put in place by the benefits and investment industry. Leveraging our extensive experience working within the regulatory, actuarial, asset management, insurance, capital markets and transactional aspects of stable value products our team has been actively involved in the design, implementation and sale of over $12 billion in stable value bank-owned life insurance (BOLI). We established Atlas SV Partners LLC in 2013 to develop and implement newly-developed innovative and proprietary stable value strategies for the BOLI and pension markets. Over the past 10 years, our team has provided advisory services to some of the largest BOLI-related insurance business acquisitions in the United States. Atlas Financial Partners Services LLC is actively involved in providing advisory services to private equity and investment banking firms seeking to acquire blocks of insurance business, utilizing our proprietary products and unique skills to improve earnings, increase sales and create a stable platform for long-term profitability. Our latest subsidiary JurisPrudent Deferral Solutions LLC was established in 2015 to offer law firms the next generation in attorney fee deferral plans. Leveraging our extensive experience with nonqualified deferred compensation plans and features that large corporations require of the financial products they acquire, our attorney fee deferral plan is structured to offer unmatched safety, superior service, and complete transparency.


Address: 25 Central Park West, Suite 7P, New York, NY 10023, USA

Phone: +1 516 835 8734/917 364 8932
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