EMPOWERING THE FUTURE OF INSURANCE
A premier holding company driving growth for elite insurance agencies
EMPOWERING THE FUTURE OF INSURANCE
A premier holding company driving growth for elite insurance agencies
About Us
Investment Thesis
We are a disciplined insurance holding company executing an opportunistic roll-up strategy focused on acquiring and scaling high-quality insurance agencies that meet clearly defined underwriting, operational, and cultural criteria.
Our acquisition targets demonstrate strong client retention, a balanced mix of personal and commercial lines, and favorable loss ratios. We prioritize partnerships with owner-operators who are committed to joining our senior management team, ensuring continuity, alignment, and long-term value creation.
RECENT ACQUISITIONS
Alpha Direct Agency
•11.25.2025 – Acquired the Alpha Direct Agency. An established business with a 21-year history along with offices in Nanuet, NY and Raleigh, NC. The company has a significant technology platform which will facilitate the rollup strategy. The seller has agreed to remain with the company as part of the senior management team assuming the role of Chief Revenue Officer.
The VIP Agency
01.02.2026 – Acquired the VIP Agency. Also an established business with a 24-year history. The seller has agreed to remain with the company as part of the senior management team assuming the Role of Senior Vice President.