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
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.