The Voice of Insurance Ep273 Andrew Robinson Skyward Specialty & David Ibeson Apollo: So many opportunities, we have to filter them
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Oct 21, 2025 In this lively discussion, Andrew Robinson, CEO of Skyward Specialty, and David Ibeson, CEO of Apollo Underwriting, dive into the recent acquisition of Apollo by Skyward. They share insights on the cultural fit that motivated the friendly sale, emphasizing long-term benefits for stakeholders. The duo explores innovative hybrid capital models, upcoming distribution opportunities, and how AI can enhance underwriting and claims. Their infectious energy highlights the synergy between their companies, promising a bright future in the Lloyd's market.
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Deal Preserves Apollo's Model
- Apollo will continue its third-party capital model and syndicate operations but gains scale and distribution via permanent US ownership.
- The deal provides investors and partners greater certainty versus private equity refinancings.
Hybrid Capital Is A Strategic Tool
- Skyward sees third-party capital and fee-based underwriting as a flexible tool, not a replacement of traditional balance-sheet underwriting.
- Andrew expects hybrid capital approaches will shape Skyward's future economics and investor conversations.
Lloyd's Progress And Remaining Challenges
- Lloyd's has improved materially under current leadership but must drive operational efficiency to remain competitive and control costs.
- Both CEOs remain committed to Lloyd's unique syndication strengths while demanding discipline on performance.