DFX Intelligence
Lockton
Insurance and R&W· US
Insurance and R&W observed on 2 independent sponsor deals.
Composed from the observed record.
No date on record · this record
- Independent sponsor deals
- 2
- Sponsor clients
- 2
- Repeat clients
- 0
- Latest deal
- Oct 2, 2025
Insurance and R&W
No date on record · this record
Independent sponsor relevance
2 independent sponsor deals for 2 sponsors. Oct 4, 2021 to Oct 2, 2025; 1 in the last 12 months. 2 of these rest on medium confidence evidence and are labelled.
What the record adds up toWhere these come fromSentences computed from the observed independent sponsor deals, and the changes worth knowing about: a new sponsor relationship, a surge in activity, a new specialist.
- Columbia River Partners LLC has used Lockton as R&W / insurance on 1 of 1 observed transactions where its R&W / insurance is known, since 2021. deal 1
- Lockton has worked on 1 observed transactions for Copilot Capital (50% of its 2 observed independent sponsor deals). deal 1
- Lockton has worked on 1 observed transactions for Columbia River Partners LLC (50% of its 2 observed independent sponsor deals). deal 1
Recent transactions
- Oct 2, 2025Insurance / benefits advisorInsurance / benefits advisor · Oct 2, 2025copilotcptl.comMedium confidence
- Oct 4, 2021Insurance / benefits advisorInsurance / benefits advisor for Columbia River Partners LLC · Oct 4, 2021prnewswire.comMedium confidence
Which sponsors they work withHow this is countedA sponsor is a client here when this firm was named in a role on one of the sponsor's deals. Repeat means two or more distinct deals.
- Copilot Capital1 dealInsurance / benefits advisor · Oct 2, 2025 · latest deal copilotcptl.com
- Insurance / benefits advisor · Oct 4, 2021 · latest deal prnewswire.com
Capital providers on the same dealsWhat this isLenders and equity providers the announcement named on a deal this firm also worked on. It says they were on the same deal, not that this firm represented them.
No capital provider observed on this firm's deals yet.
Key professionals
Who did the work, by the deals they are named on.
No professional at this firm is named on a deal yet.
Sector experience
Deal sizeAbout deal sizeEnterprise value where the announcement stated one. Most lower middle market announcements do not, so this counts only the deals that did.
No deal on record stated a value.
Geography
Deal companies in OR 1.
Relationship networkWhat this showsThe sponsors and capital providers this firm shares the most observed deals with.
- Copilot Capitalsponsor · 1
- Columbia River Partners LLCsponsor · 1
Contact
Contact details for named professionals open with the product, the same way as on every other record.