About Tiptree

Tiptree is a holding company founded in 2007 by a seasoned management team focused on long-term value creation for shareholders. Our diversified capital allocation strategy provides access to small and mid-sized businesses, while maintaining the liquidity and transparency of a public company.

Our Approach

We approach capital allocation decisions not just as managers but as owners. Our directors, officers, employees and related family trusts have significant economic interest in Tiptree, creating true alignment with our shareholders.

Tiptree invests across multiple industry sectors with a focus on scalable business models that will benefit from patient capital.

DIVERSIFIED STRATEGY

Allocation of capital across broad sectors, geographies, businesses and asset types, including fixed income, equity investments, and control acquisitions

PATIENT CAPITAL PARTNER

Long-term perspective provides flexibility to focus on strategy and profitability through multiple market cycles

VALUE ORIENTED

Focus on investment opportunities that provide sustainable cash flow and upside potential

EXPERIENCED MANAGEMENT

Senior leadership with experience across multiple industry sectors

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Leadership

Our Board of Directors and Senior Management team are comprised of professionals experienced in a wide array of financial businesses.

Michael G. Barnes

Chairman and Chief Executive Officer

Jonathan Ilany

Vice Chairman

Paul Friedman

Board Member

Lesley Goldwasser

Lead Director

Dominique Mielle

Board Member

Bradley E. Smith

Board Member

Randy Maultsby

President

Scott McKinney

Chief Financial Officer

Siew Kwok

General Counsel, Chief Compliance Officer and Secretary

Sagar R. Shah

Director of Strategy & Corporate Development

The Early Years (2007 – 2014)

      • Established as a permanent capital vehicle in 2007
      • Public listing on NASDAQ in 2013
      • Opportunistic acquisitions & investments arising from global financial crisis

Fundamental / Value-add (2014 – 2025)

      • Opportunities focused on controlled investments in various financial sectors
      • Built specialty insurance business from $0.7B to $3.4B of written premiums
      • Focus on enterprise value created through growth and multiple expansion

Positioned for Future Growth (2026 +)

Re-oriented strategy to drive growth in:

      • Insurance & Insurance Services
      • Asset Management
      • Specialty Finance