
Is growth-oriented, entrepreneurial and still wants to win.

Seeks to de-risk while maintaining direct ownership and operating autonomy.
The Vantage Story
Vantage founders, Alex Panlilio and Lou Caltavuturo, established the firm on the principle that when it comes to a decision as important as perpetuation, agency owners should have an alternative to the standard “full sale” option so common in the market today. Alex and Lou developed the Vantage model to empower entrepreneurs to customize the structure, scale and timing of their exit with a majority sale now while retaining a significant minority stake. Vantage is effectively the “in between” option that allows agency owners to partially de-risk, retain autonomy, participate in future profits, grow through acquisitions and pave a path for their next generation of managers to become owners.
The Vantage mission is simple and straightforward: partner with entrepreneurs who want to stay in the game, support their growth, share the financial upside, promote their brand, preserve their culture and create true alignment with them and their teams for the long-term.
Our Ideal Partner
Is growth-oriented, entrepreneurial and still wants to win.
Seeks to de-risk while maintaining direct ownership and operating autonomy.
Is a market leader in their sector, geography and product specialty.
Wants to create a path for senior managers to become eventual owners.
Has the resources and infrastructure to integrate acquisitions that will help them grow.
Over 25 years’ experience as a banker to the insurance industry and completed over 100 transactions over the course of his career.
Prior to Vantage, 15 years at Dowling Hales as a sell-side advisor. Prior to Hales, was with Fox-Pitt, Kelton focusing on M&A and capital raising for insurance and healthcare companies. Prior to FPK, was with Deutsche Bank AG and the Federal Reserve Bank of New York.
BA – Economics & International Relations, Colgate University
MBA – Columbia Business School
Over 20 years’ experience building several financial services companies, with extensive focus on insurance distribution and asset/wealth management.
Spent over 10 years at National Financial Partners focusing on M&A (closed over 75 deals worth in excess of $700 million) and strategic initiatives/growth opportunities. Also served as Director of Corporate Development for BroadStreet Capital Partners.
BA – Economics, Union College
MBA – Columbia Business School
Over 20 years’ experience in the international banking, insurance and real estate sectors with a focus on finance, treasury product development and corporate M&A.
Prior to Vantage, five years at Willis Towers Watson in London as Finance Director for the Human Capital & Benefits Division and CFO and Board Member of Towers Watson Ltd.
Prior to WTW, eight years at Bank of America as a Senior Product Manager in Global Treasury Services in London and Finance VP in Charlotte, NC. Prior to Bank of America, five years at AEGON with roles in investor relations and corporate M&A.
BA – Economics, Rotterdam, The Netherlands
MBA – University of Portsmouth, UK
Over 15 years’ experience spearheading strategy and operational planning and execution, driving profitability and financial performance with extensive focus on insurance distribution.
Prior to Vantage, 11 years at Marsh & McLennan Agency as SVP, Head of Strategy focusing on strategy, operations, technology, innovation and M&A.
Prior to MMA, Consultant with PricewaterhouseCoopers focusing on strategic project development and implementation for the Government of India.
B.Eng. – Electrical Engineering, Delhi College of Engineering
MBA – Darden School of Business, University of Virginia