The Vistria Group invests in Lumen Holdings

● GROWTH | INSURANCE · Underwriting & MGA Platforms

FEBRUARY 23, 2026

The Vistria Group invests in Lumen Holdings

TARGET

Technology-enabled MGA underwriting commercial property, builders' risk, liability, personal auto, and homeowners lines across 30-plus states via its proprietary KURRENT platform.

Ownership	Founder-owned
Headcount	2-10 FTEs
Headquarters	Dallas, Texas
Leadership	Scott Whitaker, Founder and Chief Executive Officer
Sell-side advisor	Piper Sandler

INVESTOR

The Vistria Group

Private equity firm focused on healthcare, education, and financial services sectors

Headquarters	Chicago, Illinois
Deal team	Boris Rapoport, Senior Partner and Co-Head of Financial Services Mike Castleforte, Senior Partner and Co-Head of Financial Services
Buy-side advisor	—

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The Vistria Group -> Lumen Holdings  (2026-09-18)
growth_investment | Insurance | announced
Target: Technology-enabled MGA underwriting commercial property, builders' risk, liability, personal auto, and homeowners lines across 30-plus states via its proprietary KURRENT platform.
Website: lumenrisk.com | Buyer site: vistria.com
HQ: Dallas, Texas | Ownership: founder-owned
Advisors - Sell-side: Piper Sandler
Source: Thematic - https://thematichq.com/software/d/the-vistria-group-lumen-holdings.html

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