A Firm of Partners, The Soul of an Entrepreneur.


Forget everything you know about traditional insurance agency acquirers. Our partnership model facilitates the perpetuation of the entrepreneurial culture and independence that is the hallmark of your success. Check out our history of partner firms below!

October 1st, 2021JGS Insurance
JGS Insurance

Headquartered in Holmdel, New Jersey, JGS is a specialized insurance broker, focused on providing commercial insurance services to middle-market clients across the country. With a relentless focus on sales culture and a client-centric approach, JGS has transformed into the largest privately held insurance broker in the State of New Jersey. Through its various program businesses, JGS offers customized products and solutions to address clients’ needs, including some of the most complex coverages in the habitational and construction industries.

October 1st, 2021K&S Insurance
K&S Insurance

K&S protects and enhances businesses by offering best-in-class insurance, bonds, benefits, and risk management solutions. Our firm is committed to building lasting relationships, doing what’s right, helping others win, giving back generously, and always learning. We’re guided by principles and driven by a desire to help our clients succeed in navigating risk and enhancing business.

July 30, 2021EBSME

Headquartered in Mount Airy, Maryland, EBSME partners with benefits consultants to provide clients a data-driven life & disability policy analysis, transforming the sales approach from spreadsheets to consultation. Together, we empower clients to make highly informed plan decisions they can own.

July 23, 2021The Capital Group
The Capital Group

Headquartered in Bethesda, Maryland, The Capital Group is an independent insurance and financial services firm. Over the years, The Capital Group has become a superior partner to middle-market clients in the areas of Employee Benefits, Retirement Plan Consulting, Wealth Advisory, and Risk Management. Specializing in the Government Contracting, Technology, and Non-Profit sectors, they have built a highly respected firm servicing over 1,000 business clients and 300 personal clients.

July 23, 2021FounderShield

Headquartered in New York, New York, Founder Shield is a tech-enabled, digital insurance platform dedicated to creating the most seamless, intuitive and responsive experience to protect clients’ growth at every stage. Founder Shield has a passion for creating and developing innovative risk management products across multiple industries and works hand in hand with its clients and underwriters to ensure transparency, efficiency and reliability every step of the way. By combining the best aspects of traditional brokers and its digital-first and client centric model, Founder Shield has positioned itself as the go-to risk management provider for innovative companies.

June 14, 2021RogersGray

Over its history, RogersGray has delivered an impressive track record of revenue growth. This Partnership, which brings with it approximately 220 colleagues, enhances and further expands BRP Group’s geographic reach in key markets and industries. RogersGray provides risk solutions to commercial clients across a broad range of industries, with particular strengths in Real Estate and Construction & Utilities, and brings to BRP Group an attractive coastal personal lines footprint.

April 27, 2021Mic-Continent Companies, Ltd.
Mid-Continent Companies, Ltd.

Founded in 1983, The Mid-Continent Companies provides services in strategic employee benefits management, financial planning and wealth management. Experience in retirement consulting helps all types of organizations. Succession planning and business continuity planning are particularly relevant to privately held companies. Partnership with clients, relationship-based service and conscientious stewardship are Mid-Continent values. Headquartered in Midtown Houston, The Mid-Continent Companies serves major markets throughout the United States.

April 26, 2021Seniors' Insurance Services
Seniors' Insurance Services
Seniors Insurance Services

Seniors’ Insurance Services has helped seniors navigate Medicare & Social Security enrollments, Long-Term Care & Short Term Medical options, and many other complicated insurance concerns. We will support you in choosing your future insurance coverage; we are independent in giving such advice since we are not bound to any one insurance provider.

March 23, 2021Only Medicare Solutions
Only Medicare Solutions
Only Medicare Solutions

Only Medicare Solutions is an insurance agency dedicated to providing agencies, agents, and clients high quality service, non-biased product recommendations, and access to Senior Insurance products. We are educators with a passion to serve!

February 17, 2021Medicare Help Now
Medicare Help Now
Medicare Help

Medicare Help Now is a Southwest Washington-based company, serving the Portland / Vancouver and Bend Oregon area since 1990. Medicare Help Now assists clients in making informed healthcare option decisions by providing individual consultation on Medicare.

December 31, 2020Burnham
Burnham a Baldwin Risk Partner

Burnham Benefits Insurance Services, Inc. is a full-service strategic employee benefits consulting, and brokerage firm based in Irvine, California, with eight offices offering comprehensive client-first strategic solutions. Burnham has cultivated a unique culture that allows its leadership to easily adapt and create customized programs that fit clients' best interests – investing in cutting-edge technology, and the tools and resources needed to provide the specialized level of service that today's rapidly changing business climate demands. Burnham’s cadre of highly skilled industry professionals and strategic partnerships provide unmatched personal service. Property and Casualty consulting services are offered through Burnham Risk and Insurance Solutions, LLC. Burnham holds national recognition as one of the Best Places to Work in Insurance by Business Insurance magazine for the seventh year and counting, and over the last decade consistently ranks as one of the Best Places to Work by the Orange County Business Journal, North Bay Business Journal, and Los Angeles Business Journal.

December 15, 2020Tanner, Ballew & Maloof, Inc.
Tanner, Ballew & Maloof, Inc.
TBM a BKS Partner

Tanner, Ballew & Maloof, Inc. is a top independent commercial P&C insurance agency based in Atlanta, Georgia, offering insurance and risk expertise solutions to a variety of industries. For more than 25 years, TBM’s singular goal has been to earn clients’ trust through delivering exemplary risk advice and comprehensive, innovative strategies to support their growth and success. To that end, TBM has been focused on creating strong connections by interpreting the complex world of insurance in a way that leads to long-term relationships.

December 1, 2020AHT

AHT is a brokerage and consulting firm offering property and casualty, employee benefits, retirement, personal and international services for a wide range of industries – boasting national recognition for our specialty practices in areas including Technology, Life Sciences, Manufacturing, Government Contracting, International Development Organizations, Management Liability and Nonprofits.

November 30, 2020Insgroup
Insgroup a Baldwin Risk Partner

Insgroup, Inc. was founded in Houston, Texas, by a group of entrepreneurs committed to providing the security necessary for business owners and individuals to pursue their dreams. Insgroup is the largest closely-held insurance brokerage firm in Texas with approximately 160 colleagues in Houston, Dallas, Addison and Austin. With expertise in Property & Casualty Brokerage, Employee Benefit Consulting, Private Risk Services, and Surety, Insgroup serves clients nationwide and partners with premier national, regional and specialty insurance carriers across the United States.

August 1, 2020Medicare Insurance Advisors
Medicare Insurance Advisors, Inc.
Medicare Insurance Advisors

Medicare Insurance Advisors is a field marketing organization with headquarters in Knoxville, Tennessee, providing Medicare and dental insurance products through numerous carrier partners in several regions across the United States. Specializing in the Medicare insurance segment, Medicare Insurance Advisors is committed to educating and acting as a resource on the availability and optionality of Medicare solutions to the senior health market. Our certified Medicare insurance advisors are experts in the industry and passionate about helping clients build customized insurance plans that best fit their health history and future plans, rather than general offerings.

August 1, 2020Fletcher Financial Group
Fletcher Financial Group, Inc.
Fletcher Financial Group

Fletcher Financial Group, Inc. is committed to providing quality insurance services to clients looking for insurance in the Spokane Valley, Pierce County and South King County regions of Washington. Fletcher Financial specializes in several types of health insurance, including Medicare, individual and family plans, plans for small business and life insurance.

July 1, 2020Trinity Benefit Advisors
Trinity Benefit Advisors

Trinity Benefit Advisors is committed to representing the client’s best interest, investing in the industry’s best people, helping clients plan for the future and establishing partnerships for long-term success. Trinity is a full service Employee Benefits Consulting and Brokerage firm, ready to work with you to meet the unique challenges that your organization faces. We bring a strong history of developing successful employee benefits strategies and a variety of other customized consulting services to meet your organization’s needs, long term goals and objectives. By working closely with your carriers and vendors, we help you maximize cost savings and establish a framework for sound business decisions.

July 1, 2020Russ Blakely & Associates
Russ Blakely & Associates
Russ Blakely & Associates

Russ Blakely & Associates is an advisory firm able to approach each employer objectively and customize the approach we recommend regardless of product, carrier or tool. RBA uses a strategic-focused, collaborative approach with each employer to determine your needs and the best fit of products, tools and services. ​In 2017, Russ Blakely & Associates and Trinity Benefit Advisors partnered, forming the largest independent benefits advisory firm in eastern Tennessee. Our combined company pairs leading businesses with best practices, technology and people to deliver even greater value to our clients.

July 1, 2020Rosenthal Brothers
Rosenthal Brothers, Inc.

Rosenthal Brothers has been redefining the best practices and standards of the insurance industry. Centrally headquartered in the Midwest, we pride ourselves on relationships we’ve developed that have since expanded to many areas across the country. Our time-proven corporate structure emphasizes a synergistic team approach that enables us to actualize our clients’ insurance and financial goals. We are dedicated to exceeding your expectations for today and to help you realize your vision for tomorrow.

May 1, 2020Pendulum
Pendulum Logo

Pendulum is a risk consulting firm that specializes in the senior living market, providing innovative assessment and risk reduction protocols, combined with software and loss control tools. Pendulum’s network of highly skilled risk control consultants is available to provide liability risk assessments, on-site consultations, and development of quality and specialty programs within multiple healthcare settings. Pendulum’s risk management products include software applications, Web-based tools, and training materials.

May 1, 2020Southern Protective Group
Southern Protective Group
Southern Protective Group Logo

SPG is an Atlanta-based specialty insurance firm, providing specialized risk management solutions to clients across the United States. In addition to its focus on medical malpractice insurance, the firm offers business insurance and executive insurance products to its client base. SPG’s advisors are also skilled in alternative risk transfer captives and self-insured programs. The firm’s primary clientele comprise physicians & physician practices, healthcare facilities and physician organizations & associations. SPG is also experienced in alternative risk transfer captives and self-insured programs.

April 1, 2020Insurance Risk Partners
Insurance Risk Partners

Insurance Risk Partners, LLC is a fast growing agency offering P&C insurance and other consulting services to customers within its core niches, primarily the private equity, energy, infrastructure and power and renewable energy generation sectors. Headquartered in Oklahoma City, Oklahoma, IRP strives to make the client’s job easier when it comes to managing and transferring risk. IRP focuses on the client while providing the consultative insurance solutions, claims advocacy and technical support the client deserves. Since inception in 2016, IRP lives by the mantra “People Deserve Insurance Done Right.”

February 1, 2020AgencyRM
AgencyRM Logo

AgencyRM is a Field Marketing Organization (FMO) currently specializing in senior health products. The firm provides their agents with access to nearly all of the national and many of the regional insurance companies offering Medicare products. AgencyRM offers a range of technology, sales and marketing support to enable their agents to provide individual clients information and access to senior health products.

February 1, 2020Vibrant USA
Vibrant USA

VibrantUSA is an independent insurance firm representing more than 30 regional and national insurance companies with more than 50 plan variations. VibrantUSA maintains up-to-date information on the Medicare insurance plans accepted by each family care practice VibrantUSA supports and helps patients find the solution that is right for their specific needs.

January 1, 2020Highland Risk
Highland Risk Services

Founded in 2007, Highland Risk Services LLC provides insurance information and programs to those who serve the healthcare industry, the professional liability needs of real estate firms, and the ever-growing need for cyber insurance across a wide range of industries. The team of Highland Risk experts knows what agents expect and have built that knowledge into every part of the process.

January 1, 2020Lanier Upshaw
Lanier Upshaw

Lanier Upshaw, Inc. was founded in 1941, and the agency has now grown to approximately 60 colleagues with offices in Lakeland and Tampa. Running a thriving business does not come without challenges. From the constantly changing business landscape to driving innovation and recruiting talent, business risks are always lurking. Exploring and understanding the impact of these client challenges is the first step to finding the upside in business risk, and Lanier Upshaw embraces these challenges head on, helping guide clients to determine the upside of risk.

August 1, 2019Foundation Insurance of Florida
Foundation Insurance of Florida
Foundation Insurance of Florida Logo

Foundation Insurance of Florida is a Boca Raton, FL based insurance firm that specializes in multiple lines of personal and commercial coverages. The group prides themselves on leveraging new technologies to provide innovative ways of doing business. Utilizing their core values as a blueprint for success, Foundation Insurance of Florida provides customers with an unprecedented level of service and transparency.

July 24, 2019Fiduciary Partners Retirement Group
Fiduciary Partners Retirement Group

Fiduciary Partners Retirement Group is a boutique retirement plan consulting firm comprised of industry professionals who provide proactive, unbiased and independent consulting services. Their principal consultants build upon their diverse backgrounds (legal/regulatory, administrative, cost management, investment advisory) to share a common understanding of retirement plans. Fiduciary Partners offers proactive, unbiased and independent advice on retirement plan advisory issues, including industry best practices and emerging trends.

April 1, 2019Millennial Specialty Insurance
Millennial Specialty Insurance

Millennial Specialty Insurance was launched to serve and provide niche markets with streamlined solutions for the efficient distribution of insurance products to the end user. We collectively have over 50 years experience and expertise in the design, distribution, and underwriting of products for the insurance market. Our model is to deliver the best products, service and technology solution available in the market. We have offices in Saint Augustine, FL and Keller, TX.

March 20, 2019Lykes Insurance
Lykes Insurance
Lykes Insurance Logo

Lykes Insurance was founded in 1925 by Lykes Bros. Inc., a 100-year-old privately held Florida-based company. As a premier commercial insurance firm with offices in Tampa, Orlando, Fort Myers, and Miami, Lykes Insurance focuses on building long-lasting partnerships with companies and individuals, providing protection for businesses, managing risk and designing innovative benefit solutions. For more information, please visit www.lykesinsurance.com.

August 1, 2018Montoya & Associates
Montoya & Associates

Montoya & Associates* has been delivering personalized financial strategies, employee benefits, and risk management services for over 30 years. Montoya has a fully licensed and experienced staff, to help clients keep improving and moving forward with their business and personal needs. The goal is always to provide clients with thoughtful, personal, and results-oriented service. Aside from experience, part of what sets us apart is our corporate culture – we find the best people to grow with us, as a team.

June 25, 2018Midsouth Benefits
Midsouth Benefits
Midsouth Benefits logo

Founded in 1990, Midsouth Benefits is a local full-service brokerage and consulting firm with a focus on Employee Benefits. Additional services include Executive Benefits, Estate and Business Planning. Midsouth Benefits is known for taking the time to learn a client’s unique workplace culture, goals and objectives. This deep understanding of clients’ needs has led to repeated success in developing competitive, efficient, effective and sustainable employee benefits programs for clients of all sizes and industries.

June 1, 2018Cadence Insurance
Cadence Insurance

Headquartered in Houston, Cadence Insurance has expertise in commercial insurance, employee benefits and private risk management. With more than 2,000 clients and 40 colleagues, Cadence crafts tailored solutions for successful individuals and businesses.

April 9, 2018Chris Black Insurance
Chris Black Insurance
Chris Black Insurace

Chris Black Insurance was founded in 2008 with the mission to provide customized insurance packages for their clients across the state of Florida. Recently, Chris Black Insurance was recognized as one of the 56 fastest growing USF Bull-led businesses in the world. Chris Black Insurance proudly maintains many valuable relationships throughout the community and has done so as a trusted insurance advisor for more than a decade. Chris Black Insurance strives to deliver a client experience unlike any other. Now more than ever, Chris Black Insurance is locked in to what the future holds for the ever-changing insurance industry and more importantly how that will impact their clients and their community.

January 23, 2018AB Risk
AB Risk

AB Risk specializes in the healthcare industry. With over two decades of industrial relationships and expertise, the team have connections for insurance needs.

January 23, 2018KB Risk
KB Risk

KB Risk Solutions, the Atlanta-based AB Risk subsidiary, focuses on serving the managed care industry. The group's primary product lines are stop loss covers for provider groups, HMOs, health plans, ACO reinsurance, and the associated managed care E&O and management liability exposures for these organizations.

March 14, 2017Bradenton Insurance
Bradenton Insurance
Bradenton Insurance Logo

Bradenton Insurance has been a leading local independent insurance agency on the west coast of Florida since 1954. With a focus on providing customized insurance packages for their commercial and personal line clients, Bradenton Insurance proudly maintains many valuable relationships throughout the community and has done so as a trusted insurance advisor for more than six decades. Since the beginning, Bradenton Insurance has been a family-oriented agency, which now spans three generations of ownership and leadership. Now more than ever, Bradenton Insurance is locked in to what the future holds for the industry and more importantly how that will impact their clients and the community they’ve proudly protected for 63 years and counting.

February 23, 2017Affordable Home Insurance
Affordable Home Insurance
Affordable Home Insurance Logo

Affordable Home Insurance, Inc. was founded in 2006 by Dennis Gagnon, Jr. after he decided to leave Florida Farm Bureau. He realized that offering consumers more choices what the clear angle to help clients save money. Since 2006 AHI has saved customers thousands of dollars by providing more and more insurance options. Rapid growth has enabled AHI to compile a staff of over 16 insurance professionals with locations in Miramar Beach and Panama City, FL.

February 22, 2017D & M Insurance
D & M Insurance
D&M Insurance Logo

D&M Insurance Solutions was created to function as both an insurance consulting firm and commercial insurance agency. The managing members of D&M have over 40 years of combined insurance industry experience in claims, underwriting, and sales. Before D&M, Dave and Mike were both employed as risk management professionals at Municipal Mortgage & Equity (MuniMae), and gained extensive financial industry experience in tax credit equity and financial insurance servicing. D&M has evolved into a full service commercial insurance brokerage and consulting firm. Their clients include numerous financial institutions, banks, investors, solar owner/operators, owners of multi-family housing , and EPC Providers.

January 3, 2017Ryan Insurance & Financial Services
Ryan Insurance & Financial Services
Ryan Insurance and Financial Logo

Ryan Insurance & Financial Services, Inc. was started in October, 1998 by the principal, Sean D. Ryan . The firm has focused on serving the insurance and financial service needs of their customers in the greater Volusia County and surrounding markets. Sean D Ryan has been a member of the Deland Breakfast Rotary for 19 years and has served on boards for St. Barnabas Episcopal School, Rotary and the Dutton House Restoration project. Sean has two sons, Matthew Ryan, a freshman studying Industrial Engineering at University of Florida and a younger son, Ethan Ryan who is a freshman at Father Lopez Catholic High School.

April 20, 2016Florida Medicare Options
Florida Medicare Options
Florida Medicare Options Logo

Florida Marketing Organization was founded in 2004 as an Insurance agency working with many of the healthcare providers across the state of Florida. FMO’s focus is dedicated to working with healthcare groups and community organizations to offer positive and affordable healthcare solutions to Medicare beneficiaries. Through our partnerships with local businesses, Florida Marketing Organization has established itself as one of the leading companies in the Medicare Managed Care business.

December 14, 2012The Villages Insurance Partners
The Villages Insurance Partners
The Villages Insurance Partners

The Villages Insurance Partners is a trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community(& beyond) since 1985.