A Strategic Partner for the Insurance Ecosystem

Tandem Advisory Group works alongside carriers, agencies, and operators to strengthen distribution, guide portfolio growth, and build durable insurance platforms across the Americas.

We focus on long-term value creation—bringing strategic clarity, operational judgment, and aligned execution to complex insurance initiatives.

What We Do

Expert guidance and hands-on collaboration.

We support growth, consolidation, and partnership initiatives that require experience, discretion, and trust.

Our work is selective and relationship-driven, centered on building strong foundations rather than short-term outcomes.

How We Work

A partner, not a vendor.

Tandem Advisory Group works closely with leadership teams to clarify priorities, align incentives, and move from strategy to execution with discipline and intent.

Our role adapts to the needs of each partnership, but our focus remains consistent: long-term alignment and sustainable value creation.

Focus Areas

Interconnected Resilience

Our initiatives are interconnected, reinforcing the strength of the insurance platforms we support.

Portfolio Acquisitions & M&A

Advising on the acquisition and consolidation of International Private Medical Insurance portfolios with an emphasis on Latin America.

Strategic Carrier Partnerships

Scaling and strengthening distribution networks for global health insurance carriers through strategic alignment.

Operator Collaboration

Partnering with experienced operators to address complex strategic challenges with deep sector expertise.

How We Partner

Aligned Collaboration

Tandem Advisory Group engages selectively and works closely with senior decision-makers to ensure every initiative is built on trust.

T

Aligned
by Design.

Start a Conversation

If you’re exploring growth or strategic partnerships within insurance, we’d welcome the opportunity to connect.

info@tagtandem.com