Dan Girardi

Chief Acquisitions Officer

Dan Girardi

15+ years experience providing sourcing, financial analysis, and due diligence as Director of Acquisitions for a top national insurance acquirer and for the investment banking division of a top national advisor.

MBA, MSM-RMI, CVA, CPCU, ARe, CSSGB

Mission Statement

We thoughtfully identify the right partners and leaders to build the foundation of our organization. From there, we help our partners optimize their own economic and strategic goals through the power of inorganic growth.

Traditional acquisition structures do a disservice to preserving the independent agency system. Agencies mean so much more to communities than selling insurance, it’s time for a partner that understands and supports what makes agencies unique.

Senior Consultant Mergers & Acquisitions
Nationwide
Senior Consultant Financial Advisory
MarshBerry Associates
Director of Acquisitions
BroadStreet Partners
Adjunct Professor
Franklin University

Key Objectives

  • Establish inorganic growth strategy
  • Identify the ideal candidates based on product line, geographic location, and cultural fit
  • Identify ideal potential producer acquisition targets
  • Establish growth timeline to drive execution on acquisition activity
  • Participate in monthly M&A strategy calls and quarterly inorganic round table calls with all other platform agencies