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Schwaner Co.Partnership Advisory
SCHWANER & CO.

Enterprise partnership pipelines for fintechs, lenders, and insurance companies.

We open the doors most BD teams can't. Nearly a decade of enterprise partnership development — delivered as a fractional engagement to a small number of clients at a time.

Partnership work across insurance, automotive, consumer finance, and financial media.

BY THE NUMBERS

A track record, not a pitch deck.

10yrs

Enterprise partnership development

200+

Enterprise relationships opened

4sectors

Insurance · Fintech · Auto · Consumer

PARTNERSHIP WORK ACROSS
  • Fortune 500 Retailers
  • Publicly-Traded Insurance Carriers
  • National Automotive Networks
  • Top Consumer Review Platforms
  • Financial Media
  • Embedded Insurance Platforms
WHAT WE DO

Three things we do exceptionally well.

Schwaner & Co. isn't a marketing agency or software vendor. We're a partnership operations firm — senior, focused, and accountable to outcomes.

Partnership Pipeline Sourcing

We identify, research, and open conversations with the strategic partners most likely to move the needle on your business. Insurance carriers, fintech platforms, banks, embedded finance partners — we bring a curated target list and warm introductions, not random outreach.

Deal Orchestration

Once conversations start, we run them. Discovery calls, requirement gathering, scope development, and deal progression through to signed agreement. You stay focused on what your internal team does best. We handle the partnership lifecycle.

Alliance Strategy

Before we source, we align. What partnerships actually move your KPIs? Embedded? Referral? Co-marketing? White-label? We work with your leadership to define the strategy before executing on the pipeline.

BACKGROUND

A career built on opening enterprise doors.

Schwaner & Co. was founded by Kevin Schwaner, an enterprise business development operator with nearly a decade of experience building strategic partnerships across insurance, automotive, consumer finance, and warranty services.

Kevin has built and managed partnership pipelines for companies at every stage — from publicly-traded insurance carriers to Fortune 500 retailers to direct-to-consumer platforms.

Nearly 10 years

of enterprise partnership development experience

200+ enterprise relationships

across insurance, financial services, automotive, and consumer platforms

Senior operator

Every engagement is run by Kevin personally — no junior handoffs

Aligned incentives

Monthly retainer plus performance fees on closed partnerships

Partnership conversations opened with
  • Ally Financial
  • Synchrony
  • Rocket Mortgage
  • Liberty Mutual
  • The Hartford
  • Travelers
  • Amica
  • Acrisure
  • Huntington National Bank
  • U.S. Bank
  • Live Oak Bank
  • M&T Bank
  • Chime
  • SoFi
  • Consumer Affairs
  • Money Group

…and dozens more.

WHO WE WORK WITH

We work best with companies that know partnerships matter — and want to do them right.

Our typical client is a $50M–$2B revenue company with ambitious growth targets, a real partnership thesis, and internal capacity to execute once deals are sourced.

Fintech lenders

Small business, consumer, and specialty lending. You need insurance partners, bank alliances, or embedded distribution.

Insurance carriers & MGAs

P&C, commercial, specialty. You need new distribution channels, embedded partnerships, or fintech integrations.

Embedded insurance platforms

You have the infrastructure. You need partnership pipeline to grow distribution.

Wealth & retirement platforms

You serve customers who need insurance products, banking partnerships, or financial services extensions.

Fintech infrastructure

Banking-as-a-service, payments, BNPL, neobanks. You need financial product partners that fit your customer base.

Real estate & proptech

Home equity, mortgage, iBuying, rental tech. You need insurance partners for your end customers.

We focus on non-life insurance partnerships and financial services adjacency. Our work is sector-specific by design.

HOW WE WORK

A four-week onramp. Then execution.

  1. 01

    Strategy alignment

    Week 1

    We start with a deep-dive session to understand your goals, current partnership landscape, and target outcomes. Output: a clear scope of the partnership categories we'll pursue and why.

  2. 02

    Target development

    Week 2

    We build a prioritized target list of 50–200 specific partnership candidates. For each, we identify the right buyer, the partnership angle, and the opening hook. You approve the list before outreach begins.

  3. 03

    Outreach & qualification

    Weeks 3-4, ongoing

    We run the outbound. Personalized introductions, follow-ups, discovery calls. You get weekly pipeline updates. Qualified opportunities come to you fully briefed and warm.

  4. 04

    Deal orchestration

    Ongoing

    We run the partnership conversation from first meeting through signed agreement. You step in where your expertise is needed — not to chase replies or manage back-and-forth.

6-month minimum engagement. Monthly retainer plus performance fees on closed deals. Typical investment: mid-five to low-six figures annualized, depending on scope.

LET'S TALK

See if there's a fit.

A 20-minute conversation is the best way to figure out if we can help build your partnership pipeline. No pitch deck. No pressure. Just a real conversation about what you're trying to accomplish.

Self-schedule

Book a time directly on my calendar. No form required.

Book directly on my calendar

20-minute video call via Teams

Or send a message

I'll respond within one business day.