Top Insurance Brokers Private Equity Funds with Recent Private M&A Activity

Active Firms

4,968

TTM Deal Inquiries

$4M-$21M

Core Revenue Range

$1M-$4M

Core EBITDA Range

Top States by Activity

Florida 15%

California 12%

Texas 10%

New York 7%

Pennsylvania 4%

Key Attributes

Focus: Control Investments | Capital Source: Committed Capital | Operating Approach: Scale & Exit

Arthur Ventures

10 Total Closed Deals Actively Sourcing Deals

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Minority and majority investments in software and business services companies.Based in Minneapolis.Targeting $2-20M investments in companies Headquartered in North America.

Recent Transactions

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Aug 2023 Invested in Candor Consultants
Aug 2023 Invested in CFI
Aug 2023 Invested in Avalara
Aug 2023 Invested in CyberQP

West Lane Capital Partners

9 Total Closed Deals Actively Sourcing Deals

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West Lane Capital Partners is a private investment firm that partners with entrepreneurs and management teams to invest in lower middle-market companies. In addition to providing capital, we are actively engaged partners across the strategy, operations and finance functions within our portfolio businesses.We focus on control investments in the logistics, consumer, food & beverage, broader manufacturing and the financial and business services sectors and our experience allows us to invest in both successful growing businesses as well as more difficult and complex situations. We also know that…

Recent Transactions

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Aug 2023 Acquired Blue Cross
Aug 2023 Acquired Epicurean Catering
Aug 2023 Acquired Cutler Group
Aug 2023 Acquired Stansberry Asset Management

Lincoln Road Global Management

6 Total Closed Deals Actively Sourcing Deals

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Lincoln Road Global Management, LLC (“Lincoln Road”) is a private equity firm focused on investing in market leading businesses. Our goal with every investment is to work in close collaboration with management, stakeholders, and operating partners in order to help these businesses achieve operational excellence and unlock the next phase of growth. As a result, we position our companies to enjoy long-term success well into the future.

Recent Transactions

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Oct 2023 Acquired Silversand Services
Oct 2023 Acquired SLI Landscaping
Mar 2023 Acquired Zodega
Jul 2021 Acquired Brothers Paving & Concrete Corporation

Sagemoore Capital

5 Total Closed Deals Actively Sourcing Deals

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Sagemoore is a private equity firm focused on making investments in the lower middle-market. We utilize an evergreen fund structure with committed capital from family office investors resulting in a patient capital base.This structure offers a flexible investment horizon designed to maximize stakeholder alignment by focusing on true long-term value creation. Sagemoore’s investment principals each have more than 15 years of professional investing and healthcare operating experience.We seek to cultivate deep partnerships with entrepreneurs and experienced operating teams for the benefit of…

Recent Transactions

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Aug 2024 Advised Sagemoore Capital on an investment from Confidential Company
Jan 2017 Acquired Carie Health
Mar 2014 Invested in ServRX
Apr 2011 Acquired Restore Health

Gulmohar Capital Partners

4 Total Closed Deals Actively Sourcing Deals

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Sumit and Arun founded Gulmohar Capital Partners (GCP), a private investment firm focused on acquiring and scaling software and tech-enabled services businesses across the U.S. and Canada. Under GCP, they established GRCS Trust, a permanent-capital platform focused on governance, risk, compliance, and security (GRCS) software serving CIOs, CISOs, and regulated industries. The platform's first acquisition was CurrentWare, and GCP intends to continue expanding GRCS Trust through additional acquisitions that strengthen its position within the broader GRCS ecosystem.Sumit most recently served as…

Recent Transactions

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Mar 2025 Acquired Currrentware, Inc.
Dec 2021 Acquired Actify Data Labs (Voxco Add-on)
Dec 2021 Invested in Confidential Company
May 2019 Acquired Voxco Insights

Gemspring Capital

2 Total Closed Deals Actively Sourcing Deals

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With $350 million of committed capital under management, Gemspring Capital is a private equity firm specializing in lower middle market companies. We provide flexible capital and partner with talented management teams to propel companies to grow and achieve their full potential. At Gemspring, we take a hands-on approach to investing and commit operating and strategic resources to help drive revenue growth and operating efficiencies at each of our portfolio companies. We take smart risks with capital investment and often pursue transformational add-on acquisitions. The goal for each…

Recent Transactions

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Jun 2017 Acquired Therma
Dec 2016 Acquired United Group Programs

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RAB Ventures

Actively Sourcing Deals

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RAB Ventures is a healthcare-focused investment firm that partners with companies approaching profitability or seeking capital and expertise to scale an established platform. Founded by Richard Barasch, former CEO of Universal American (NYSE-listed through its sale to WellCare in 2017), RAB provides growth equity and credit to healthcare services, healthcare technology, and value-based care businesses navigating important strategic and operational inflection points.RAB also brings direct experience evaluating and structuring real estate alongside operating companies. When a business owns its…

Recent Transactions

This member has no reported closed transactions.

Frontenac Company

46 Total Closed Deals

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Frontenac Company was founded in 1971 with the belief that people are the driving factor behind successful businesses. Nearly 20 years ago we developed a “CEO1ST Investing” strategy to partner with outstanding business leaders and together identify, acquire and build leading businesses. Our CEO1ST partners are leaders in their fields and provide strategic and operational insight to our portfolio companies.Together with our CEO1ST partners, we provide the capital, network and resources to enable our portfolio companies to respond to opportunities, grow and succeed.We focus on lower…

Recent Transactions

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Apr 2018 Acquired TPC Training
Sep 2017 Invested in Schlotterbeck & Foss
Aug 2017 Invested in Industrial Color Brands
May 2017 Invested in Colorado Timberline

Serent Capital

19 Total Closed Deals

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Founded in 2008, Serent Capital is a leading lower-middle market private equity firm focused on investing in high growth service and technology businesses. Our operating model is distinct in its focus on business building. We strive to be an involved, value-added investor, capable of providing significant operational and strategic support to our portfolio company CEOs on the most critical issues that they face as their companies scale.Serent Capital’s ability to assist its companies is based on its principals’ experience as CEOs, strategic advisers, and Board Members, and a deep network…

Recent Transactions

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Apr 2015 Acquired Mercury Network
Mar 2015 Invested in Commissions, Inc.
Mar 2015 Invested in Compeat Restaurant Management Systems
Feb 2015 Acquired ICon Professional Services

Corridor Capital

15 Total Closed Deals

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Corridor Capital is a committed fund providing more than just investment capital to US-based lower middle market companies. We believe we are the most actively engaged lower middle market private equity partner across strategy, operations and finance. Corridor is able to provide an exceptional level of support for our portfolio companies through the combined efforts of our seasoned investment and dedicated in-house operations teams.Through our collaborative, highly active approach, we work alongside management to build the infrastructure and processes necessary to ensure sustainable scalable…

Recent Transactions

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Mar 2021 Acquired World Wide Land Transfer
Mar 2021 Acquired Create & Cultivate
Dec 2020 Acquired CEO Warrior
Jan 2019 Acquired FMT Soultions

CVC Capital Partners

15 Total Closed Deals

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Global Private Equity and Growth Capital FirmCVC manages capital on behalf of over 300 institutional, governmental and private investors worldwide. Over the years, we have secured commitments of more than US$71 billion in funds from our investors (including CVC Credit Partners). The capital of our investors is committed for ten years or more to closed-end funds that we manage on their behalf.

Recent Transactions

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Aug 2017 Provided debt financing to Wastewater Specialities, LLC
Jun 2017 Provided debt financing to Shannon Specialty Floors, LLC
May 2017 Provided debt financing to TWMA
Jun 2016 Provided debt financing to The Legacy Companies

Starboard Capital Partners

10 Total Closed Deals

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Starboard Capital Partners is a private equity firm that sponsors and invests in lower middle market companies, with values ranging from $10 million to $250 million. We participate with our network of high net worth, family office, and institutional fund co-investors to partner with management teams and entrepreneurs who are looking to accelerate the growth of their companies. Starboard is actively involved in leveraged buyouts, growth equity investments, and recapitalizations. Most importantly, we actively listen to business owners and look to match our knowledge and capital resources to…

Recent Transactions

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Jun 2015 Invested in QDiscovery
Mar 2015 Invested in Brite-Line Technologies
Oct 2011 Acquired PureRED (previously GA|PRC Group)
Jul 2011 Invested in JPC Holdings, LLC (Jersey Precast)

The Tokarz Group Advisers

9 Total Closed Deals

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The Tokarz Group Advisers LLC (TTGA) is the investment adviser to MVC Capital, Inc, which trades on the NYSE under "MVC" and to the MVC PE Fund LP, a traditional GP/LP private equity fund. TTGA is a registered investment adviser. We are based in Purchase, NY, with offices in Chicago, IL, and Boston, MA. Our expertise is in making long-term debt and equity investments in lower middle-market companies to fund growth, acquisitions and recapitalizations. Our strong operational experience allows us to immerse ourselves in our portfolio companies, typically working closely with existing management…

Recent Transactions

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Apr 2010 Acquired Custom Alloy
Apr 2010 Acquired Vitality Foodservice
Apr 2010 Acquired Marine Exhibition Corporation
Sep 2007 Acquired MVC Auto

Sageview Capital

9 Total Closed Deals

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Sageview Capital LP is an investment firm that has raised over $2 billion in capital across two investment vehicles. We are focused on making growth equity investments in small and mid-sized companies. We aim to invest $10-75 million (larger with co-investment from our partners) in growing companies with established products/technologies and business models. We look to have influential minority ownership positions and are flexible in how investments are structured. We have a 25+ year track record, an experienced investment team, and a long-term approach (target hold of three to five years or…

Recent Transactions

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Oct 2013 Invested in United Capital Financial Partners
Apr 2012 Invested in Exaro Energy III LLC
Dec 2011 Invested in Envivio
May 2011 Invested in GoPro

Oroco Capital

9 Total Closed Deals

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Oroco Capital is a private equity investment firm. Our strategy is to buy great businesses in our target industries and build value through both internal growth and acquisitions, resulting in excellent returns for our investors. The team at Oroco has completed over 50 deals totaling over $5.0B. We developed a unique capital structure and have capital commitments from family offices, wealthy individuals and small institutions. In addition, Oroco has formed a strategic alliance with a private investment firm that allows Oroco to partner on investments that vary in size and type. Our strategy is…

Recent Transactions

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Aug 2026 Acquired Shimmick Corporation
Jan 2019 Invested in Maridata
Jan 2019 Acquired FirstMark Materials
Feb 2018 Acquired FirstMark Foundations

Bow River Capital

9 Total Closed Deals

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Bow River Capital Partners is a lower middle market private equity investment firm based in Denver, Colorado. Founded in 2003, Bow River has raised three funds with total capital commitments in excess of $200 million. Investment Criteria: --Revenue of $10-50 million --EBITDA of $2-10 million --Leveraged buyouts/recapitalizations, typically in partnership with management --Control only, no minority investments --Industry focus: o Business Services o Industrial Services o Environmental Services o Healthcare Services o Engineering Companies o Niche Manufacturing o Water and Water Resources…

Recent Transactions

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May 2015 Acquired Strong-Bridge Consulting, LLC
Dec 2013 Acquired Lifecare Innovations, Inc.
May 2013 Acquired Ely & Associates
Feb 2013 Acquired Kobelt Manufacturing Ltd.

Zabel Companies, LLC

8 Total Closed Deals

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Zabel Companies ("Zabel") is a private investment firm dedicated to partnering with management teams to invest in and build private companies over the long-term (5 to 15 years). Whether through a buyout, recapitalization or injection of growth capital, Zabel's strategy is to work closely with management to steadily grow businesses and to build value for all parties involved.Zabel does not limit its activity by industry or geography, but rather focuses on the fit with management and the opportunities to grow a business.The Zabel team has a hands-on and collaborative style built through years…

Recent Transactions

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Apr 2022 Acquired Frame It Easy
Dec 2020 Acquired New Market Waste
Jul 2020 Acquired Medical Packaging Inc.
Apr 2019 Acquired Bedford Precision Parts

Peloton Capital Management

8 Total Closed Deals

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Peloton Capital Management is:- A private equity firm with long-term capital and long-term investment orientation- A proven team with deep expertise in the financial services, healthcare services, and consumer products and services industries- A culture-driven company built around the belief that effective collaboration produces better outcomes

Recent Transactions

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Dec 2022 Acquired Billyard Insurance Group
May 2022 Acquired Victoria Park Medispa
Mar 2022 Acquired Unison Risk Advisors
Apr 2021 Acquired Edgewood Health Network Canada

LaurelCrest Partners

6 Total Closed Deals

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LaurelCrest Partners is a Private Equity firm that seeks to make acquisitions at the smaller end of Enterprise spectrum. We are in the process of building a portfolio of well run, stable, strong cash flowing businesses.LaurelCrest was founded by a group of seasoned professionals with diverse backgrounds in business and finance. Our focus is leveraging our expertise and capital to identify and fund exceptional investment opportunities across numerous sectors and asset classes and then utilizing our team of experts to grow and monetize these investments.Our core business is sourcing…

Recent Transactions

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Aug 2023 Acquired BitBuy
Aug 2023 Acquired AvidXchange
Aug 2023 Acquired Varo
Jun 2021 Acquired Peninsula Capital Corp.

Public Pension Capital

4 Total Closed Deals

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Public Pension Capital is a middle-market private equity fund that invests in Industrial Services, Business & Financial Services and Healthcare Services. We are focused on businesses in North American with approximately $5M-$30M EBITDA.The PPC team is led by former KKR partners Perry Golkin and Mike Tokarz. The principals of PPC have worked together for a combined 70+ years with a successful investment record over that time.Our experience allows us to add value to portfolio companies through industry relationships, new customer introductions, strategy development, regulatory understanding,…

Recent Transactions

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Jun 2019 Acquired Private Client Resources, LLC
May 2019 Acquired Bluegrass Ingredients
Mar 2017 Acquired Viteos Fund Services LLC
Mar 2017 Acquired Inframark, LLC

Firms in the Insurance Brokers Private Equity Funds 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 Private Equity Funds is $4M-$21M, with a core EBITDA range of $1M-$4M. 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 Private Equity Funds 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 Private Equity Funds 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 Private Equity Funds directory, you can request information here.

Top Insurance Brokers Private Equity Funds

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