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Top Insurance Brokers Independent Sponsors

Explore 54 Insurance Brokers Independent Sponsors that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

Insurance Brokers Independent Sponsors

54

Active Firms

1,461

TTM Deal Inquiries

$5M-$23M

Core Revenue Range

$1M-$5M

Core EBITDA Range


California 17%
Florida 14%
Texas 8%
New York 7%
New Jersey 4%

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

Showing 41-54 of 54 Independent Sponsors

Sorted by recent activity

Nima Asset Management LLC was formed in 2008 to identify and purse direct special situation investments.  The Founder of Nima has extensive experience across a range of industries and financing types.  We have several active projects underway.  We actively seek value added co-investors.

Recent Transactions

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  • Feb 2017 Invested in Investment Summary Coming Soon

True Vines LLC

1 Total Closed Deal
True Vines is helping finance businesses positively impacting the world in the midst of what we consider a massive shift. Our focus is particularly on businesses empowering the global digital transformation. We have mandates in the US and Africa with public and private sector stakeholders.

Recent Transactions

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  • Dec 2021 Assisted Confidential Company in securing debt financing from Confidential Company
Silverbrook Capital advises on private equity, hedge funds and project finance with a specific focus on the power, real estate, media and consumer products industries. Jonathan January formed Silverbrook Capital in 2009 with a specific focus on alternative assets in North America. Jonathan January serves as the managing partner and chief investment officer of Silverbrook Capital.

Recent Transactions

This member has no reported closed transactions.

Digital Foundry Ventures, LLC is a NY based venture, growth and buyout equity firm that focuses on investing in great businesses that are on the cusp of accelerated growth. Our objective is to create exponential value by establishing digital leaders in sector that benefit disproportionately from advanced technology. We look beyond transactional investing and focus on transformational investing.

Recent Transactions

This member has no reported closed transactions.

Sheehan Finance partners with entrepreneurs, growth companies & financial sponsors across the business cycle. We provide capital formation (debt, equity, blended), M&A, and advisory services. The firm implements a problem-solving approach and has extensive industry relationships.

Recent Transactions

This member has no reported closed transactions.

Vedere Capital invests in, empowers, and grows business services and financial services related companies that are effecting change in their industries. We make equity investments in companies with EBITDA between $1 million and $5 million throughout the United States.

Recent Transactions

This member has no reported closed transactions.

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Bradfield Capital is a private equity firm based in San Francisco, CA. We specialize in collaborating with entrepreneurs in creative new ways to accelerate growth and value creation. Our approach is to support owners with capital, operating expertise and industry knowledge.Bradfield’s principals have distinguished track records as operators and professional investors in a variety of growth oriented middle market companies.Bradfield invests money from family offices, investment funds, and business development companies with over $1 billion in committed funds.

Recent Transactions

This member has no reported closed transactions.

Independent Sponsor Seeking Acquisitions> Looking for marketing / advertising agencies & services companies seeking to transform via integration with growing network.> Also seeking legacy businesses lacking successor management ideally with strong market reputation and recurring customers.> Businesses should be open to creative acquisition terms & conditions.

Recent Transactions

This member has no reported closed transactions.

Autokatalyst is a New York-based digital transformation and technology enablement firm, focused on making control investments in digitally-native businesses (SaaS, tech-enabled services, business process automation firms) and businesses in traditionally non-digital industries where it has identified opportunities for specialized process automation technologies to generate significant value creation and growth acceleration.Uniquely situated as value-add investors, we combine capital investment with a bottom-up approach of applying transformative technologies across a firm. Our experience spans…

Recent Transactions

This member has no reported closed transactions.

We are a business investment group that looks beyond just acquisition. We partner to provide the capital, resources, and knowledge needed to grow.The Profectus team has actually been there, done it and have the scars to prove it. Our team has a track record of founding and growing successful multi-million dollar companies. We have operated businesses in different countries and have consulted or worked with some of the most elite entrepreneurs and companies around the globe.“Profectus” /proˈfek.tus/ is a Latin word whose etymology means to…“To progress, To profit, To grow or gain…

Recent Transactions

This member has no reported closed transactions.

Isaac Management is a Detroit-based private holding company and direct buyer focused on lower middle market acquisitions across the United States. The firm engages directly with sellers, advisors, brokers and intermediaries — there is no investment committee and no unnecessary delays in the deal process.Isaac Management is an independent sponsor and control buyer actively pursuing acquisitions in established, founder-led businesses generating $1–5 million in annual revenue. The firm specializes in industrial company acquisitions, manufacturing buyouts, distribution businesses, and…

Recent Transactions

This member has no reported closed transactions.

Mont & Co. is a lower middle market sponsor that looks for profitable companies or brands valued between $10 million and $100 million with readily available opportunities to improve ESG health scores. We try and answer the following four questions in applying ESG principles to our investments: 1. Is the company measuring it’s ESG health in the following areas: water consumption, carbon footprint, diversity and inclusion of management and employee base? 2. Is the company disclosing the information by reporting and publishing the data? 3. Is the…

Recent Transactions

This member has no reported closed transactions.

Sherburne Partners seeks to provide strategic, private equity capital to growing lower middle market companies across professional, industrial, commercial, and healthcare services sectors. We focus our investment activities on companies which operate in large, fragmented and growing industries and look to partner with exceptional management teams seeking their next stage growth. Sherburne is supported by a broad network of patient, long-term oriented investors who believe in our mission of building first-class businesses together with business owners and management teams. A Partnership…

Recent Transactions

This member has no reported closed transactions.

Ayucus is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

How are Independent Sponsors in this directory ordered?

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.

What information is included in each Independent Sponsor profile?

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.

What company sizes are most common for Insurance Brokers Independent Sponsors?

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.

How important is Financial Services experience when evaluating Independent Sponsors?

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.

Do all Independent Sponsors in this directory focus exclusively on 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.

How do I compare Independent Sponsors with experience in Financial Services?

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.

How do I connect with Insurance Brokers Independent Sponsors?

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.


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