Managing Director

Lee Stacey

440.895.4302

Lee Stacey’s story is one of determination and achievement. After serving with the US Army 1st Ranger Battalion, he left the service after a parachuting injury and continued his education as a disabled veteran. Not to be deterred by financial obstacles, he earned enough to cover college expenses by running a shift in a dimensional lumber mill. He went on to earn his MBA and has advanced his executive education at the University of Pennsylvania.

Representative Experience

Originated, led, and closed ten acquisitions of insurance agencies with enterprise values ranging from $1.5 million to $10 million.

Issued an insurance and risk management program for an NYSE-listed tire and chemical company with 52 manufacturing facilities in 22 countries, over 1,000 retail locations and almost 70,000 employees.

Syndicated participant on the $3.1 billion purchase of Insurance North America (INA) by ACE in Bermuda.

Implemented an insurance and risk management program for an NYSE-listed advanced material and alloys company serving the aerospace, defense, energy and industrial markets with 25 manufacturing locations in seven countries, seven distribution centers in five countries and 7,500 acres of mineral rights.

Created a $1 million primary limit of liability group captive insurance in the Cayman Islands for five privately held midmarket manufacturing firms.

Built an insurance and risk management program for an international non-profit organization with 5,500 locations and 1.1 million members around the world.

Personal Snapshot

Stacey sits on the boards of the Cleveland Yacht Club, the Densus Group – a global military contractor and force protection training firm, and the Special Operations Transition Foundation (SOTF) – a non-profit which focuses on securing civilian employment for mid-career, separating special operations soldiers (Green Berets, SEALs, and Rangers) as they transition to civilian life and employment. Stacey and his wife have two adult children and are very active boaters, traveling all over Lakes Huron and Erie every summer.

Education

Grand Valley State University, BBA
University of Detroit, MBA
University of Pennsylvania, Wharton School, Executive Education

Industry Certifications

Chartered Property & Casualty Underwriter, CPCU
Certified Insurance Counselor, CIC
Certified Risk Manager, CRM
Certified Workers Compensation Professional, CWCP
Certified Program Leader, CPL