Avocet Partners

Based in the US, Avocet Partners is an insurance-focused firm that provides strategic advisory services to private companies, helping them enhance operational efficiency and drive growth. Avocet Partners, founded in 2025 in New York, US, specializes in insurance-related advisory services. The company was established through the formation of a partnership involving Oaktree Capital Management and Lane42 Investment Partners, which provided an initial investment of USD 500 mn. Avocet Partners has completed a total of 1 deal, with its most recent deal taking place on December 11, 2025, and it has raised a total of USD 500 mn to date.

Avocet Partners specializes in providing innovative solutions designed to meet the diverse needs of private companies across various industries. Their core product offerings encompass strategic advisory services that focus on business development, operational efficiency, and financial management. These services are tailored to assist clients in navigating complex market landscapes and driving sustainable growth. Avocet Partners serves a broad client base that includes startups, established enterprises, and investment firms, primarily in North America and Europe.

The end users of their offerings are business leaders and decision-makers seeking to optimize their operations and enhance their competitive positioning within their respective markets. The revenue structure of Avocet Partners is primarily built on a B2B model, where they engage directly with clients through consulting agreements and strategic partnerships. Transactions typically involve retainer-based arrangements, fixed project fees, or performance-based incentives, depending on the nature of the services rendered. For instance, clients seeking comprehensive market analysis and strategic planning may enter into long-term contracts that provide ongoing support and consultancy.

The firm’s flagship services are characterized by their bespoke nature, allowing for tailored pricing plans that reflect the specific needs and goals of each client engagement. This approach ensures that Avocet Partners maintains a steady stream of revenue while delivering value to its clients through high-impact advisory services. In December 2025, Avocet Partners received an investment of USD 500 mn from Oaktree Capital Management and Lane42 Investment Partners, which will be utilized to fund strategic acquisitions in life and annuity production and to scale its insurance platform. The company plans to design and launch new products aimed at enhancing its service offerings, while also targeting expansion into new geographic regions including Europe and Asia by the end of 2026.