Acquisition Criteria

A disciplined approach to partnership.

We seek to acquire well-managed insurance agencies led by principals who value lasting continuity, operational excellence, and client-first service.

Property & Casualty Agencies

We focus exclusively on the acquisition of property and casualty insurance agencies. This singular focus ensures deep expertise and alignment with our partners.

Nationwide Scope

We actively evaluate acquisition opportunities across all 50 states. Geography is not a constraint — quality and operational excellence are our primary filters.

Confidential Process

We conduct all discussions with the highest level of discretion. Confidentiality is maintained throughout every stage of the evaluation and transition process.

Partnership-Oriented Transitions

We work closely with agency principals to structure transitions that honor their legacy, retain key team members, and ensure continuity of service for policyholders.

Small Agency Focus

We specifically target smaller agencies with $5 million or less in written premium. This focus allows us to deliver personalized attention and meaningful partnership to owners at a scale often overlooked by larger acquirers. That said, we remain open to conversations with larger agencies as well.

Begin a Confidential Conversation

If you are an agency owner exploring a permanent ownership transition, we welcome the opportunity to discuss a partnership.