Transaction Overview

Curi Holdings, Inc. (Curi) and Constellation, Inc. (Constellation), two of the nation’s leading providers of medical professional liability (MPL) insurance, today reported the closing of their previously announced merger. With merger effectiveness, the combined company now operates under the name Curi, creating a national brand that seamlessly delivers the products, services, and valued advice that healthcare providers need to thrive.

With more than $2 billion of consolidated assets and nearly $400 million in revenue, the merger builds on each company’s legacy of mutual ownership, client service, and innovation to create an even stronger combined company. The merged organization now serves more than 50,000 physicians, healthcare providers, and organizations across the U.S.

To learn more about the Curi-Constellation merger visit, Curi Holdings, Inc. & Constellation, Inc. Complete Merger - Curi.

About Curi Holdings, Inc.

Curi (curi.com) is a full-service advisory firm that serves more than 50,000 physicians, healthcare providers, and organizations across the U.S. Equal parts fierce healthcare advocates, smart business leaders, and thoughtful partners, Curi’s advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings, to tailored insurance solutions and beyond, Curi delivers performance that is time-tested and trusted—in medicine, business, and life. Curi holds an “A” (Excellent) financial strength rating from AM Best.

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Anthony A. Latini, Jr.

Managing Director, Investment Banking

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James W. Adducci

Managing Director, Investment Banking

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