We’re a financial markets advisory firm providing clients with a combination of extensive product experience, a dynamic risk management culture and specialized expertise to deliver innovative risk transfer and financing solutions for insurers and banks.
The name Valerian originates from the Latin word valere, meaning “to be strong” or “to be healthy.”
Historically, it has been associated with Roman emperors and figures known for their resilience and leadership—
qualities we strive to reflect in the way we serve our clients and partners.
Founded in 2009, Valerian Capital delivers strategic consulting for financial institutions, with a focus on institutional spread and retirement products. With extensive experience in insurance-based product innovation, we’ve built strong relationships with banks and insurers active in spread-based product markets and the stable value sector.
Managing Partner
Managing Partner
Head of Quantitative and Actuarial Risk Analytics
Valerian Capital is a leading consultancy specializing in institutional spread products within the insurance marketplace.
Our expertise includes:
Over the years, we’ve worked with more than 15 financial institutions, assisting in:
The principals of Valerian have worked in-house and provided consulting to banks and insurance companies within the institutional spread market since the late 1980s. We have assisted early in the process to secure management approval and, thereafter, to manage, market, and execute the products. We have a track record of doing innovative transactions.
Our experience and background, as well as market relationships, enable us to provide solutions for our clients to help expand spread products and enhance returns on capital.
We are actively engaged in the collateralized funding agreement market, offering insurers increased flexibility compared to traditional FHLB funding. These transactions provide significant advantages, including lower costs and favorable treatment as insurance products.
In 2024, Valerian led transaction management, special purpose vehicle (SPV) sponsorship, and collateral administration for three of the four newly established SFA insurers. Our pipeline for 2024–2025 reflects an anticipated $4.5 billion in closings across these markets. In Q2 2025, we successfully completed the first-ever FABL transaction, reinforcing our leadership in this evolving space.
Tailored funding and liquidity solutions
Given the ever-changing market landscape, insurers are constantly seeking new sources of funding and alternative liquidity structures.
