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Insurance Brokers Lower Middle Market Directory

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Members (44 results)

Just Term Insurance

Corporation

    This member has no reported closed transactions.

We are only going to sell Term Insurance. Digitally. The market is ripe for this concept and a recent survey by LIMRA.org shows that 49% of respondents do not want to deal with an agent. Also, the insurance industry M&A activity is robust, so we will have an exit strategy from the start.

Credo

Corporation

    This member has no reported closed transactions.

I am the stealth founder of a mortgage company set to change the mortgage lending landscape. I am a strategic operator and investor with a proven track record in technology, UX design, and high-growth business transformation. Over my career, I have led complex projects in IT consulting and operational optimization, driving measurable increases in efficiency, profitability, and market share.My acquisition strategy is focused on well-managed, cash-flow-positive businesses where my expertise in scaling operations, streamlining processes, and unlocking new revenue channels can deliver immediate…

ezybookkeeper

Corporation

    This member has no reported closed transactions.

EzyBookkeeper is a service-based company that specializes in providing outsourced bookkeeping and accounting services to small businesses. The company is dedicated to alleviating the financial management burdens of business owners by offering reliable and professional financial solutions. Their services include chart of accounts setup, catch-up bookkeeping, daily financial operations, invoice management, month-end processes, payroll, and budgeting. EzyBookkeeper also offers CFO advisory services, particularly for complex industries such as investment banking, aiming to streamline finances and…

Jupiter Auto Insurance

Corporation

    This member has no reported closed transactions.

Regional Managing General Agency. Private Passenger Auto insurance produced through Independent agents and directly online and via call center.

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