Kristina Castle serves as a Partner and Vice President at Rockbrook Advisors, where she leverages her extensive expertise in the insurance industry to drive strategic investments in niche companies. With a robust background in private equity and venture capital, Kristina plays a pivotal role in...
Kristina Castle serves as a Partner and Vice President at Rockbrook Advisors, where she leverages her extensive expertise in the insurance industry to drive strategic investments in niche companies. With a robust background in private equity and venture capital, Kristina plays a pivotal role in identifying and evaluating opportunities within the insurance distribution sector, particularly focusing on managing general agents (MGAs) and managing general underwriters (MGUs). Her keen insight into competitive analysis and market dynamics enables her to pinpoint companies that possess unique competitive advantages, ensuring that Rockbrook Advisors remains at the forefront of industry innovation.
At Rockbrook Advisors, Kristina is actively involved in key projects that encompass deal structuring and negotiation, investment due diligence, and financial modeling. Her analytical acumen allows her to conduct thorough investment and industry analyses, which are critical in making informed decisions that align with the firm’s strategic objectives. Additionally, Kristina's experience in treasury management and investment management enhances her ability to oversee portfolio and fund management, ensuring optimal performance and alignment with investor expectations.
Kristina’s strategic and financial planning skills are complemented by her hands-on experience with start-ups, enabling her to provide invaluable guidance to emerging companies within the insurance landscape. As she continues to navigate the complexities of the financial markets, Kristina remains committed to fostering growth and innovation in the insurance sector, making her an indispensable asset to Rockbrook Advisors and its mission to capitalize on transformative investment opportunities.
