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April 1, 2015


Dear Clients and Partners,

It is with great pleasure that I share with you today Vanbridge LLC has completed its acquisitions of Alan Gray, Inc., a highly respected international audit, actuarial, underwriting, reinsurance and risk management firm and Universal Insurance Services, considered one of the most innovative life insurance and financial advisory distribution firms in the country.  This is a significant event, one that creates an exciting and compelling opportunity for our company, our clients and our partners.

The decision to acquire these firms represents a shared vision of Vanbridge’s goal to build a boutique firm that caters to the Alternative Asset Management community.  As a result of this remarkable combination, we have effectively brought all of the services related to insurance, reinsurance and capital markets into a single organization.   No one insurance broker or investment bank currently offers this total integrated approach as a combined business enterprise—until now.

As our clients and partners, you will now have access to an extraordinary and complementary portfolio of products and services.

We look forward to continuing to serve you in the years to come as we embark on this exciting new relationship together.


phil sig

Philip V. Moyles, Jr.
Managing Principal & CEO


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