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

Active Firms

1,461

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

West Elk Partners, LLC

Actively Sourcing Deals

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West Elk Partners is an independent sponsor focusing on controlling acquisitions in the industrial manufacturing/distribution and business services segments. Our firm creates value through a people-first approach to driving sustainable growth alongside like-minded entrepreneurs. Our partners bring 40+ years of M&A advisory and operational leadership to the table, in addition to deep relationships with capital partners, operating partners and industry-focused advisors.Investment typesRecapitalizationFamily successionFull buyoutAreas of focusFood and beverageLight / specialty…

Recent Transactions

This member has no reported closed transactions.

Capital Creek Investments

Actively Sourcing Deals

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Capital Creek Investments is an Aspen, Colorado based firm focused on real estate and related company investments. We have a diversified portfolio of investments.

Recent Transactions

This member has no reported closed transactions.

Bear Creek Partners

Actively Sourcing Deals

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Bear Creek Partners is a private investment firm focused on buying founder and family-owned lower middle market businesses where we can partner with exception teams to achieve sustainable long-term results. Rob Clark (founder) spent the most recent portion of his career at Genstar Capital in San Francisco, leading new investments in services, software and industrials and managing an extensive cross-sector portfolio. During his tenure, Rob completed 12 platform investments and 100+ add-on acquisitions representing $10 billion of transaction value and over $3.5 billion of total equity.Our…

Recent Transactions

This member has no reported closed transactions.

Lvr-Partners

Actively Sourcing Deals

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LVR Partners is a private investment firm focused on partnering with exceptional management teams in the lower middle market. We bring over 30 years of private equity experience, having worked with companies from $25 million to several billion in revenue. Our flexible capital solutions—ranging from majority recapitalizations to minority growth investments—are designed to meet each partner’s unique needs. Post-close, we take an active role to accelerate growth while preserving the culture and legacy that drive long-term success.

Recent Transactions

This member has no reported closed transactions.

Hildene Capital

Actively Sourcing Deals

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Based in Stamford, Connecticut, Hildene was founded in 2008 and focuses on distressed and event-driven opportunities within credit. Hildene manages over $13 billion for its investors.Hildene’s core competency is opportunistic investing. Hildene’s senior investment team has a long and established track record of investing across a number of credit and distressed cycles, leveraging their experience and expertise in managing complex assets. We aim to generate attractive risk-adjusted returns over the long-term via a disciplined investment approach while aligning our interests with those of…

Recent Transactions

This member has no reported closed transactions.

Crossroads Strategic Advisors

Actively Sourcing Deals

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Based in Houston, Crossroads Strategic Advisors provides advice on recapitalization and restructuring strategies for middle market companies. As turnaround operators with an investor’s perspective, Crossroads provides valuable insights and creative solutions for operators, investors, creditors and other stakeholders. Amid volatility and uncertainty, clients hire Crossroads to navigate out-of-court workouts, distressed M&A and bankruptcy reorganizations. Crossroads provides support and guidance throughout the restructuring process as financial advisor, turnaround consultant or interim…

Recent Transactions

This member has no reported closed transactions.

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Skyharbor Capital Partners

Actively Sourcing Deals

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Skyharbor Capital is private investment firm based in Miami, FL. We invest our own capital and seek to partner with high-integrity operating executives (whether they are founders, replacement CEOs, or search fund entrepreneurs). We are industry agnostic and invest nationwide in established B2B services companies and have a preference for "information-based" or "tech-enabled" business services with meaningful repeat or recurring revenue. We seek to acquire vendors and service providers that provide technology and information support services to other businesses. Our approach…

Recent Transactions

This member has no reported closed transactions.

Robert Rose Capital

Actively Sourcing Deals

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Robert Rose Capital (“RRC”) is a private investment firm with a mission to build strong companies by leading with intention. RRC makes control investments in companies seeking an ownership succession or with strong leadership teams interested in recapitalizing the business to accelerate it’s growth trajectory. Our investment strategy is to employ a buy-and-build approach with companies in fragmented industries with significant tailwinds. RRC believes through diligent discipline, companies can achieve transformational growth by utilizing an appropriate capital structure and financial…

Recent Transactions

This member has no reported closed transactions.

Convex Capital Group

Actively Sourcing Deals

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CCG is a holding company formed to acquire and operate a lower middle market companies with initial enterprise values between $25 and $100 million. We have a long-term hold preference with specific interests in distribution, business services, manufacturing, industrial services, and financial services.

Recent Transactions

This member has no reported closed transactions.

Park Saxa Partners

Actively Sourcing Deals

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At Park Saxa, we invest in differentiated services, tech-enabled services, and vertically focused technology companies. Our principals have 30+ years of combined private equity experience and have deployed capital across dozens of transactions valued at over $20Bn in enterprise value. With experience from large, institutional private equity firms (TA Associates, Brighton Park Capital, Veritas Capital, Partners Group), we pair the know-how of large-cap private equity with a long-term and collaborative approach.Focus areas include, but are not limited to: healthcare services and technology,…

Recent Transactions

This member has no reported closed transactions.

Moraga Capital

Actively Sourcing Deals

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Moraga Capital is a private investment firm focused on change-of-control equity transactions in the Mid-Atlantic. Moraga is industry agnostic and utilizes strategic capital and operational expertise to enhance value creation for the long-term.We target companies with revenues of $5 to $50 million and annual pre-tax earnings greater than $2 million. Moraga invests alongside a longstanding cadre of family offices, high net worth individuals and industry experts.

Recent Transactions

This member has no reported closed transactions.

TechFusion Capital Partners

Actively Sourcing Deals

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TechFusion Capital Partners is a private investment firm that partners with founder-led CPA firms and independent insurance agencies serving small and mid-sized businesses.Our vision is to create a modern SMB financial management platform by combining the trusted relationships of local firms with the capabilities of a scaled, technology-enabled organization.We preserve what makes these firms successful—client trust and community presence—while enhancing them through technology integration, operational modernization, and expanded advisory and risk management services.The result is a…

Recent Transactions

This member has no reported closed transactions.

Bold North Capital

Actively Sourcing Deals

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I’m Molly McFadden, founding partner of Bold North Capital, a Minnesota-based independent investment firm backed by local family office capital (boldnorthcap.com). We focus on acquiring and operating durable, overlooked businesses in essential industries across the Midwest, with a particular interest in services and software companies generating under $10M of EBITDA. I have spent my career partnering with bootstrapped, founder-led companies during critical stages of growth. Before launching Bold North, I was an investor at Arthur Ventures in Minneapolis, where I played a pivotal role…

Recent Transactions

This member has no reported closed transactions.

Needham Heights Holdings, LLC

Actively Sourcing Deals

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Needham Heights Holdings, LLC (“NHH”) is an Independent Sponsor founded by Matthew Hogan. NHH is focused on acquiring lower middle-market companies in New England. NHH's sourcing criteria targets businesses with a stable cultures, defined growth prospects and within industries that Matt has operational expertise. Each opportunity is analyzed separately to determine the optimal sources and uses.Institutional and accredited funds comprise the firm’s capital base. Matt is a professional investor and has been managing pooled assets and portfolios for over a decade. Prior to forming NHH,…

Recent Transactions

This member has no reported closed transactions.

Lavelle Investments

7 Total Closed Deals

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Lavelle Investments is a family investment firm that supports businesses transitioning to the next phase of growth.We understand the importance of maintaining a company's reputation and culture, and we focus on preserving the family-feel that has been instrumental in building customer satisfaction and employee support over the years.With experience as both operators and investors, we bring robust analytical support to help the team drive sustainable, long-term growth and continued success.

Recent Transactions

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Jan 2022 Invested in Various Early-Stage Seed Investments
Aug 2021 Acquired Bolt-On Investment: Dental Practice Management
Jul 2021 Invested in Veterinary Services Company
Mar 2021 Acquired Bolt-On Investment: Dental Practice Management

Stallion Finance

6 Total Closed Deals

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Stallion Finance ("Horses not Unicorns") is a private equity firm that invests in and acquires small businesses with the goal of growing them through predefined strategic improvement initiatives. Our team of professional entrepreneurs utilize both private equity investment and hands-on operating expertise, to design and implement our proven operating playbook. We target tenured (no start-ups) companies generating between $0.5mm to $5mm of EBITDA. While we are industry agnostic, we have a particular focus on internet based, software or technology companies that are generating…

Recent Transactions

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May 2019 Advised InStride on an investment from The Rise Fund
Nov 2018 Invested in Sweet Lady Jane, Inc.
May 2014 Invested in Sweet Lady Jane, Inc.
Apr 2010 Invested in Octet Finance (USA)

Healy Capital Partners

3 Total Closed Deals

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Firm DescriptionHealy Capital Partners (“HCP”) is a private equity investment firm focused on partnering with closely held and family-owned companies, where we can be a value-added investor. We seek out investments in lower middle market companies in which we can establish a truly collaborative partnership with all constituents to accelerate growth. HCP partners with management teams to build sustainable value in businesses over the long-term, without the artificial constraints fundraising cycles create for more traditional private equity funds.Over the past 20 years, we have invested…

Recent Transactions

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Apr 2021 Acquired Kirkpatrick Dental Management
Apr 2021 Acquired Southern Family Dental Partners
Dec 2019 Invested in Ark Behavioral Health

Loyal Companies

2 Total Closed Deals

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Loyal Companies is a PE company. We focus on strategic partnerships, acquisitions and opportunities. We help founders unlock the growth potential of their companies. We focus on providing a strong management team, and operation expertise that help our companies reach untapped potential. With our deep technology experience, we are able to provide and help with the ideal customer experience, product management and the people with in the business.

Recent Transactions

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Oct 2022 Assisted Confidential Company in securing debt financing from Confidential Company
May 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Kent Road Capital

1 Total Closed Deal

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Formed by David Mansell, Steve Lawrynuik, and Ian Kessler, Kent Road Capital combines seasoned private equity experience with proven operational and business transformation expertise. Together with a team of outstanding Senior Advisors and Specialist Advisors, Kent Road Capital is committed to acquiring and building high quality small- and mid-cap businesses by offering them the capabilities and capital to help them flourish.

Recent Transactions

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May 2023 Invested in CuBE Packaging

608 Partners LLC

1 Total Closed Deal

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608 Partners represents the majority owner of Blooma Tree Experts, a residential-focused tree services company in Seattle, Washington.The President & team of 608 Partners & Blooma Tree Experts is always open to acquiring well-run tree services businesses with great quality standards, clean safety record, and an established history. Since the original acquisition in 2022, Blooma Tree has completed two further add-on acquisitions in the residential tree care space in the Seattle area.

Recent Transactions

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Feb 2022 Acquired Blooma Tree Experts

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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