From Employees to Owners: Scaling Culture and Value With ISC CEO Matt Grossberg | Invested at Work
For wealth professionals, it offers a CEO's account of how an ownership culture and a private liquidity event are handled, including communication with employees and lessons for founders.
Summary
By the family offices deskThis episode of Invested at Work features host Rodney Bolden speaking with Matt Grossberg, CEO of Integrated Specialty Coverages (ISC). They discuss financial literacy education at work as more than 401(k) seminars, including training employees to read a business balance sheet and think like owners. The conversation also covers ISC's ownership culture, its KKR and Onex transactions, private liquidity events, transparency, post-acquisition financial coaching and burnout.
- Grossberg describes shifting ISC from having employees to having owners, with financial literacy extending to reading a balance sheet.
- He discusses integrating cultures after KKR acquired ISC and the 2025 liquidity event in which KKR sold ISC to Onex Partners.
- The conversation covers navigating skepticism through transparency, offering financial coaching after acquisition, and post-liquidity burnout.
- Grossberg shares cautionary tales and advice for founders and discusses ISC's plans for growth.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction to Matt Grossberg | 2 min | |
| Fragmentation of the insurance industry | 3 min | |
| Integrating cultures after KKR acquires ISC | 1 min | |
| Building an ownership culture: only owners, no employees | 3 min | |
| Leaning into financial literacy | 1 min | |
| Measuring ownership behavior and engagement | 2 min | |
| The life-changing impacts of ISC’s major 2025 liquidity event: KKR sells to Onex Partners | 4 min | |
| Navigating skepticism through transparency | 1 min | |
| Offering financial coaching post-acquisition | 2 min | |
| Post-liquidity burnout and tough lessons learned | 2 min | |
| Matt’s cautionary tales and advice for founders | 4 min | |
| ISC’s plans for growth | 1 min | |
| What makes Matt invested at work | 2 min |
Similar items
Same topic Modernizing your Wealth Strategy | MSMorgan Stanley |
 Don’t let your success ruin your children | MSMorgan Stanley |
 How to Turn Client Reviews Into Better Client Experiences | MiMilemarker |
 How to Turn Client Reviews Into Better Client Experiences with Brendan Frazier | NMNext Mile (Milemarker) |
 Preparing Inheritors for the Quantitative Demands of Their Future Role with Sophia Pacifico Griffini | FFFOXcast (Family Office Exchange) |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.