Culpeper Insurance Partners was created by its founders in 2022 to purchase and operate independent insurance agencies and brokerage firms, typically in partnership with their former owners. We seek to invest in insurance firms where the current owners are looking for a perpetuation strategy for their businesses.

Financial Services

Compiled and analyzed pricing trends of artworks at auction; published in byline in Art+Auction's (magazine) DATABANKsection, with emphases on African, Oceanic and modern artists at auction over time series of 10-30 years; reported directly to

Profiled mid-cap banking institutions throughout the Midwest that could serve as either platform banks to purchase additionalinstitutions or as troubled banks that could merit FDIC-sponsored deals; modeled stress test scenarios, and forecastedregional credit quality trends with regard to local economic outlooks; analysis of corporate structure, cash flow and liquidity;ALCO positions; conducted field research 1-2 weeks per month, focusing on bank management, ownership, deposit trends,corporate culture, major loan exposures, and health of local real estate and businesses; performed due diligence on all non-bank subsidiaries, board members and management, and major lending relationships and deals with other institutions;estimated quarterly earnings for focus banks and their major competitors, and analyzed all available documentation with theFederal Reserve, SEC and other regulatory bodies; met and led daily discussions with Endurance management to discussbanking news, Treasury Department and Federal Reserve memoranda, particularly after August 2008; briefed managementon macroeconomic trends by analyzing Bureau of Labor Statistics, Bureau of Economic Analysis, Federal Reserve, FDIC,Case-Shiller and other releases; assisted in presentations to community bank management teams and investors

Created and managed department filing systems; executed administrative duties including corporate travel and eventplanning; performed reviews of state and sovereign debt; conducted historical studies of banking crises, with special emphasison the Texas banking crisis of the 1980's; monitored and reported on daily commodities and rate trends