Investment Strategy

We partner with independent insurance agencies in the United States to accelerate growth through leveraging additional capital and deep experience with new insurance products and programs, operations, and technology.

How We Operate

We are licensed producers.  We are founders and operators who have been in your shoes and understand the passion, dedication, and commitment with which you have grown your business. We've operated insurance businesses. 

Unlike other traditional financial buyers, we will continue operating your agency with that same dedication as partners by:

  • Providing additional capital and management resources to expedite growth
  • Giving you the immediate financial flexibility to choose to either:
    • pursue other passions or
    • partner with us to continue to scale your agency to the next level
  • Bringing a totally unique growth strategy - we bring new niche insurance products that we've built and customer leads into the business to help grow your agency and help those customers buy other insurance products from your agency
  • Structuring a transaction that considers your unique circumstances
  • Consummating a transaction in a timely and efficient manner to avoid any disruptions to the
  • Appreciating your team's skills and ensuring they're leveraging their skills in the best way possible