Jordan Partners Makes Strategic Move with Investment in Vanguard Claims Administration
On December 15, 2025, Jordan Partners LLC, a private equity firm based in Raleigh, North Carolina, revealed a strategic growth investment in Vanguard Claims Administration, a leading platform specializing in third-party administration (TPA) and independent adjusting (IA) services. This investment is poised to facilitate Vanguard's expansion in delivering intricate claims management solutions across various insurance markets.
Vanguard Claims is renowned for its comprehensive services in the property and casualty insurance sector and caters to an international clientele that includes Lloyd's of London as well as domestic insurance providers within the U.S. The partnership with Jordan Partners is expected to bolster Vanguard's operations by investing in technology, enhancing data reporting, and improving client infrastructure. This support also aligns with Vanguard’s plan to acquire and modernize founder-led TPA and IA companies, ensuring a seamless transition while retaining their existing cultures and client relationships.
Gordon Green, Co-Founder and Partner at Jordan Partners, expressed enthusiasm for the partnership, noting that Vanguard’s commitment to integrity, strong client relationships, and potential for scalable growth were significant draws for the firm. He emphasized their dedication to helping founder-led businesses thrive while maintaining their core values.
The investment comes at a time when the market for TPA services is experiencing robust growth due to the increasing complexity of claims and evolving regulatory demands. Jordan Partners aims to leverage Vanguard’s advanced integrated platform, which is further strengthened through ongoing technological enhancements and strict compliance measures. This approach directly correlates with Jordan Partners' strategy to drive efficiency and growth through automation and strategic acquisitions.
Robert Gilliam, Founder and Chairman of Vanguard Claims, shared insights into the philosophy of their family-run company. He emphasized their long-standing commitment to serving clients with integrity and accountability since their establishment in 1997. Gilliam highlighted the importance of finding a partner who resonates with their values to ensure continued service excellence during what he described as a pivotal moment for their organization.
Brian Gilliam, President and CEO of Vanguard Claims, reiterated the significance of this collaboration with Jordan Partners, explaining that it balances the need for scalable infrastructure while preserving the personal, service-oriented approach clients have come to expect. With Jordan’s support, Vanguard aims to enhance its service offerings while expanding its reach through strategic acquisitions, all while preserving the dedication to client relationships that has been its hallmark since inception.
Evolve Capital Partners Inc. acted as the financial advisor for Vanguard Claims during this transaction, ensuring a smooth partnership transition. Legally, the deal was supported by Gunderson Dettmer for Jordan Partners and Wiggin and Dana for Vanguard Claims.
This investment by Jordan Partners underscores their commitment to backing businesses that are efficient, technology-driven, and positioned within complex B2B sectors such as financial services and insurance. With this strategic move, both companies are set to grow robustly within the dynamic landscape of claims administration and insurance servicing.
As they look ahead, both Jordan Partners and Vanguard Claims are poised to redefine operational excellence within the TPA and IA markets, setting a new standard for service intensity and relationship-driven success in the industry.
Vanguard Claims is renowned for its comprehensive services in the property and casualty insurance sector and caters to an international clientele that includes Lloyd's of London as well as domestic insurance providers within the U.S. The partnership with Jordan Partners is expected to bolster Vanguard's operations by investing in technology, enhancing data reporting, and improving client infrastructure. This support also aligns with Vanguard’s plan to acquire and modernize founder-led TPA and IA companies, ensuring a seamless transition while retaining their existing cultures and client relationships.
Gordon Green, Co-Founder and Partner at Jordan Partners, expressed enthusiasm for the partnership, noting that Vanguard’s commitment to integrity, strong client relationships, and potential for scalable growth were significant draws for the firm. He emphasized their dedication to helping founder-led businesses thrive while maintaining their core values.
The investment comes at a time when the market for TPA services is experiencing robust growth due to the increasing complexity of claims and evolving regulatory demands. Jordan Partners aims to leverage Vanguard’s advanced integrated platform, which is further strengthened through ongoing technological enhancements and strict compliance measures. This approach directly correlates with Jordan Partners' strategy to drive efficiency and growth through automation and strategic acquisitions.
Robert Gilliam, Founder and Chairman of Vanguard Claims, shared insights into the philosophy of their family-run company. He emphasized their long-standing commitment to serving clients with integrity and accountability since their establishment in 1997. Gilliam highlighted the importance of finding a partner who resonates with their values to ensure continued service excellence during what he described as a pivotal moment for their organization.
Brian Gilliam, President and CEO of Vanguard Claims, reiterated the significance of this collaboration with Jordan Partners, explaining that it balances the need for scalable infrastructure while preserving the personal, service-oriented approach clients have come to expect. With Jordan’s support, Vanguard aims to enhance its service offerings while expanding its reach through strategic acquisitions, all while preserving the dedication to client relationships that has been its hallmark since inception.
Evolve Capital Partners Inc. acted as the financial advisor for Vanguard Claims during this transaction, ensuring a smooth partnership transition. Legally, the deal was supported by Gunderson Dettmer for Jordan Partners and Wiggin and Dana for Vanguard Claims.
This investment by Jordan Partners underscores their commitment to backing businesses that are efficient, technology-driven, and positioned within complex B2B sectors such as financial services and insurance. With this strategic move, both companies are set to grow robustly within the dynamic landscape of claims administration and insurance servicing.
As they look ahead, both Jordan Partners and Vanguard Claims are poised to redefine operational excellence within the TPA and IA markets, setting a new standard for service intensity and relationship-driven success in the industry.
Topics Financial Services & Investing）
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