Top Insurance Brokers Independent Sponsors with Recent Private M&A Activity

Active Firms

1,459

TTM Deal Inquiries

$5M-$23M

Core Revenue Range

$1M-$5M

Core EBITDA Range

Top States by Activity

California 17%

Florida 14%

Texas 8%

New York 7%

New Jersey 4%

Key Attributes

Focus: Control Investments | Capital Source: Deal-By-Deal Financing | Operating Approach: Scale & Exit

Black Lake Capital

3 Closed Deals via Axial

6 Total Closed Deals Actively Sourcing Deals

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Black Lake Capital is a Colorado-based private investment firm partnering with technology and innovation-enabled businesses generating $2-12M in annual cash flow. From 100% buyouts to equity recapitalizations with majority or substantial minority positions, Black Lake has the flexibility to meet the needs of growing businesses and has completed 15 transactions in its 11-year history. Please visit the firm’s website, www.blacklakecap.com, for more information.

Recent Transactions

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May 2023 Acquired Macrosoft
Mar 2021 Acquired Spinnaker SCA
Aug 2019 Invested in Trapp Technology, Inc.
Dec 2015 Invested in Config Consultants, LLC (dba A5)

Kuzari Group LLC

2 Closed Deals via Axial

9 Total Closed Deals Actively Sourcing Deals

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Kuzari Group is a private investment firm managing a portfolio of equity and debt investments on behalf of its partners and investors. Please contact us if you represent a potential investment opportunity or would like to discuss becoming a capital, strategic or operating partner. We primarily sponsor acquisitions of Companies with enterprise values from $5 million to $50 million and EBITDA of $1 million to $10 million.

Recent Transactions

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Apr 2016 Acquired Sun Air Express
Oct 2014 Invested in Spruce and Bond
Jan 2014 Provided debt financing to Blackbook Magazine
Sep 2013 Acquired New York Tent Company

Weave Growth Partners

2 Closed Deals via Axial

2 Total Closed Deals Actively Sourcing Deals

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At Weave Growth Partners, we are pioneering a technology-led approach to operational transformation of middle-market businesses. Specifically, we bring the power of data and analytics to strengthen and unlock value within lower middle market businesses.FLEXIBLE & FAIR DEAL TERMS. We seek to pay a fair price for your business and intend to work closely with you to structure the transaction to best meet your financial and personal objectives, including consideration of the owner’s tax planning and lifestyle interestsCONFIDENCE & CAPITAL. You can be confident that we will…

Recent Transactions

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Dec 2021 Acquired Strolleria
Dec 2021 Invested in Knack Global

Parkstone Growth Partners

1 Closed Deal via Axial

13 Total Closed Deals Actively Sourcing Deals

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Parkstone Growth Partners is a private investment firm focused on lower middle-market investments across the healthcare, insurance, consumer and retail industries.Our mission is to serve as business-building partners by providing capital and resources to accelerate growth while enhancing long-term value.We are driven by our values in everything that we do: Integrity, Partnership, Mutual Respect, Measurable Impact, and Family.

Recent Transactions

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Aug 2023 Acquired Palladio herbal & vitamin enriched cosmetics
Aug 2023 Acquired Mineral Fusion
Aug 2023 Acquired Turnbridge
Aug 2023 Acquired MGA Insurance Group

Auricle Capital Partners

1 Closed Deal via Axial

12 Total Closed Deals Actively Sourcing Deals

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Auricle Capital Partners, LLC was founded to invest in high quality US-based family and founder-owned businesses. Our principals have over 35 years of experience as investors in, advisors to, and operators of middle market businesses. We pursue investments in a wide range of industries, with particular expertise in medical products and manufacturing.

Recent Transactions

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Apr 2024 Acquired Elastic Therapy, LLC
Jun 2021 Acquired Banister Medical Holdings, Inc.
Jan 2019 Acquired Engineered Medical Systems, LLC
Jun 2013 Acquired Air Drill Hammers & Bits Pty Ltd

GraceCap Investors

1 Closed Deal via Axial

11 Total Closed Deals Actively Sourcing Deals

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GraceCap acquires and invests in small family or proprietor owned businesses. These businesses usually have no more than $10 million of EBITDA. While we do not have industry preferences, we do typically favor businesses with the following characteristics:Favorable industry dynamicsScaleabilityExploitable operating leverageNon-cyclicalA consumable product or serviceGrowth potentialIn the past, the principals of GraceCap have invested in the following industries/sectors:DistributionBuilding ProductsCapital EquipmentPromotional ProductsHealthcare Equipment & ServicesBusiness ServicesEnergy…

Recent Transactions

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Aug 2023 Acquired Anonymous Company
Aug 2023 Acquired Anonymous Company
Aug 2023 Acquired Anonymous Company
Aug 2023 Acquired Anonymous Company

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Cascata Capital

1 Closed Deal via Axial

6 Total Closed Deals Actively Sourcing Deals

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Overviewo Cascata Capital, LLC (“Cascata”) is a Dallas, TX based alternative investment firm focused on private equity platform investments o Funding is provided in partnership with leading Institutional Investors and family offices through special purpose entities created for each platformo Principals and operating partners with over 50 years of combined financial and investment experience o Ability to source and originate proprietary private equity funding opportunities with superior risk adjusted returns for our investment…

Recent Transactions

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Jun 2025 Acquired Confidential Company
Feb 2024 Acquired Royal Exteriors (add-on for DominionX Holdings)
Aug 2023 Acquired Mikada Cabinets
Aug 2022 Acquired LineQuest (add-on for GridHawk)

Strength Capital Partners

24 Total Closed Deals Actively Sourcing Deals

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Strength Capital Partners (SCP) is a Birmingham, Michigan-based private equity firm that specializes in acquiring traditional businesses, primarily throughout the greater Midwest and Central United States.We seek to invest in businesses with $4 million to $20 million in EBITDA. We pursue investments in a wide range of industries, including consumer products, manufacturing, distribution, industrial and financial services, energy, transportation, and infrastructure. We are particularly interested in "buy and build" opportunities, where we can grow and diversify our platform companies through a…

Recent Transactions

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Apr 2023 Acquired Kansas Golf & Turf
Jan 2023 Advised ACME Meat in its sale to DTM Distributors
Apr 2022 Invested in Western States Reclamation
Jun 2021 Invested in Chemlock Nutrition

Transition Capital Partners

17 Total Closed Deals Actively Sourcing Deals

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Transition Capital Partners (“TCP”) is a Southlake, TX based private equity investment firm. Founded in 1993, TCP has successfully invested in over 50 middle market companies spanning a diverse array of industries. TCP partners with management teams to build sustainable value in businesses over the long-term, without the artificial constraints fundraising cycles create for traditional private equity funds. With more than thirty years of proven success, we have a long track record of collaborating with our partners to accelerate the growth of middle market companies.

Recent Transactions

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Nov 2024 Acquired PAT Tank
Feb 2024 Acquired Highstreet
Jan 2024 Acquired PostUp UnsubCentral
Jan 2023 Acquired Life Corp

Traverse Pointe Partners

12 Total Closed Deals Actively Sourcing Deals

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Traverse Pointe Partners is a private investment firm focused on control investments in lower middle market companies. Our investment professionals, advisory board and operating partners work collectively, offering a unique array of skill-sets and expertise to enhance the value of our platform investments. We partner with strong management teams, providing capital and a level of operational, financial and strategic support to enable organizations in transition to maximize their potential.

Recent Transactions

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Jul 2025 Acquired Windward Way Recovery
Mar 2025 Acquired Soma Therapy
Dec 2024 Acquired Children’s Campus and Premier Children’s Center
Apr 2024 Acquired Three Points Child Care Center

The Pine Street Group

11 Total Closed Deals Actively Sourcing Deals

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The Pine Street Group is an investment holding company focused on investing in middle and lower-middle market businesses in a variety of industries. Our primary industries of focus include healthcare services, chemicals, financials, business services, franchise businesses, media, and agriculture. We have a highly flexible mandate enabling us to invest across capital structures and deal types. The Pine Street team has experience executing well over $1 billion in transaction value with over a decade of combined experience.

Recent Transactions

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Jun 2023 Acquired Right Choice In-Home Care (Right Choice)
Mar 2023 Acquired Midsouth PICCs
Dec 2022 Acquired Achieve Beyond (California Assets)
Jul 2022 Acquired Coastal Care

Lumea Partners

10 Total Closed Deals Actively Sourcing Deals

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Lumea Partners is a Dallas-based private equity firm specializing in healthcare. We collaborate with business owners seeking a partner for their next phase of growth, while preserving the culture and values of their company. We look for healthcare sectors with both organic tailwinds and fragmentation for strategic M&A. Lumea leverages our expertise to focus on growth, whether through add-on acquisitions, de novo locations, or new customers, products, services, or technology. Our goal is to work with high-integrity business owners to make healthcare a better place for patients,…

Recent Transactions

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Jun 2022 Acquired Acute Behavioral Health
Feb 2022 Advised Elevated Venture Group on an investment from Exaltare Capital Partners
Sep 2019 Acquired Buda Woodworks
Jan 2018 Invested in Liberty Paper Acq. Greenleaf Paper

Vion Investments

9 Total Closed Deals Actively Sourcing Deals

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VION Investments, headquartered in Atlanta is global advisory provider of receivable investment services to businesses managing consumer and commercial receivables. VION provides a single, comprehensive source of expertise in receivable purchasing, consulting, and valuation.VION’s industry leading management team can help any business owner, turnaround manager, or lending institution facing issues of liquidity, covenant restrictions, and compliance. We also have solutions available to deal with the unique requirements affecting specialized industries, such as specialty finance, medical,…

Recent Transactions

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Jun 2017 Acquired Dearden's
Jul 2016 Acquired Italian Government
Nov 2013 Acquired Cornucopia Oil & Gas Company
Oct 2013 Acquired Cornucopia Oil & Gas Company

Galaxi Group

7 Total Closed Deals Actively Sourcing Deals

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Galaxi Group is a family office backed independent sponsor focused on small to medium sized acquisitions. We consider ourselves entrepreneurial capital partnering with management teams and entrepreneurs to achieve next level success.

Recent Transactions

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Jun 2026 Acquired Confidential Company
Jul 2025 Acquired Serpico Landscaping
Aug 2021 Acquired Medallion Landscape Management, Inc.
Jul 2017 Acquired Rainforest

Stadion Capital

5 Total Closed Deals Actively Sourcing Deals

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Stadion is a private investment firm that invests non-institutional capital in businesses with the potential to maximize long-term value. Stadion Capital brings together the best aspects of institutional private equity and patient capital. We invest capital for wealth building with no need for near term liquidity. Our time horizon is exclusively a function of a company's opportunities and its management team's goals, without the restrictions of a limited term fund or the changing dynamics of a family office. The firm's reputation is built on strong partnerships, integrity and a focus on…

Recent Transactions

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Jun 2022 Acquired JSI Janitorial
Jan 2018 Acquired Heitmeyer Consulting
Dec 2012 Invested in Bluetone Communications
Aug 2012 Invested in Drivers History Information Sales

Hudson Glade

2 Total Closed Deals Actively Sourcing Deals

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Hudson Glade is a private investment firm focused on Consumer, Industrial and Services companies with demonstrated and defensible growth characteristics that operate in the lower end of the middle market. We desire to partner with talented management teams to accelerate value.

Recent Transactions

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Aug 2025 Acquired ComNet Communications
May 2024 Acquired Quality First Home Improvement

Panther Equity Group

2 Total Closed Deals Actively Sourcing Deals

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Panther Equity Group ("Panther") is a private investment firm focused on providing capital, strategic support, and resources to healthy & well-positioned companies in the lower middle market. Panther generally invests equity in companies with $5 million to $25 million of EBITDA, experienced management teams, and in industries where Panther has deep relationships with operating partners, industry executives, and channel relationships.While we remain agile in criteria, Panther typically focuses on companies with the following characteristics:Industries: IT Services & Tech-Enabled…

Recent Transactions

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Jul 2025 Acquired Glass Box Technology
Oct 2023 Acquired Switchbox, Inc

Iremia Capital Management

1 Total Closed Deal Actively Sourcing Deals

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Independent sponsor looking to acquire SaaS, service and media businesses that do $2mill-$10mill ebitda. Completing roll-ups in two sectors at the moment.

Recent Transactions

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Oct 2020 Acquired Gift Card SaaS

Aetherion Group

1 Total Closed Deal Actively Sourcing Deals

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Aetherion Group, a long-term holding company, is focused on partnering with businesses to foster their growth in perpetuity. Our team searches for exceptional businesses with high growth potential and helps to provide liquidity to leaders looking for their next chapter. We strive to build upon the legacy that management has created and compound value through reinvestment in the people and products that make their firms great. We have $25m in committed capital, requiring only board approval to execute a transaction.

Recent Transactions

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Dec 2025 Acquired Confidential Company

Harbor Canyon Capital

Actively Sourcing Deals

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Harbor Canyon Capital acquires and operates profitable businesses in California, Arizona, Nevada, as well as businesses that can be operated remotely.We seek founder- or family-owned companies with recurring revenue, strong customer relationships, and proven operating histories. We are flexible regarding management continuity and will work with existing teams or implement new leadership when appropriate to support the long-term success of the business.Our team brings transaction and financing expertise, and we partner with management to provide the operational support best suited to each…

Recent Transactions

This member has no reported closed transactions.

Firms in the Insurance Brokers Independent Sponsors directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Insurance Brokers Independent Sponsors is $5M-$23M, with a core EBITDA range of $1M-$5M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 54 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Insurance Brokers Independent Sponsors directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Independent Sponsors with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 54 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Insurance Brokers Independent Sponsors directory, you can request information here.

Top Insurance Brokers Independent Sponsors

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