Lee Stacey

Lee Stacey

Managing Director

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 board of the Densus Group, a global military contractor and force protection training firm. Stacey and his wife have two college-aged children and are active members of the Cleveland Yachting Club, traveling all over lakes Erie and Huron every summer.

Education
  • Grand Valley State University, BBA
  • University of Detroit, MBA
  • University of Pennsylvania, Wharton School, Executive Education
Industry Certifications
  • Certified Insurance Counselor, CIC
  • Certified Risk Manager, CRM
  • Certified Workers Compensation Professional, CWCP