Where legacy meets
We create a long-term home for your business.
We acquire and invest in agencies
with an owner-friendly approach.
Your agency is your legacy —
let's protect it.
The Problem(s)
Sound familiar?
No clear successor?
You've built something valuable, but there's no next-generation leader ready to take over. You need a partner who will protect what you've created — not just acquire it.
Approached by other buyers?
You've gotten calls from aggregators or private equity firms, but the conversations felt transactional — not personal. You want someone who sees more than a number.
Not sure where to start?
You know you need a plan, but you haven't found the right partner to think it through with. The right first step matters — and it shouldn't feel like a sales pitch.
What we offer
A transition plan built for you.
Partial Sale
Take some chips off the table while staying involved and participating in future upside.
Full Transition
A complete exit with a structured handover, ensuring your legacy and team are secured.
Partial Sale
Take some chips off the table while staying involved and participating in future upside.
Full Transition
A complete exit with a structured handover, ensuring your legacy and team are secured.
How we are different
What sets us apart.
Many buyers promise scale and resources. Too often, owners end up with a standardized process focused on speed, consolidation, and financial returns above all else.
Customized transition structure- Thoughtful transition planning
- Legacy-and-people-first mindset
- Capital availability
- Direct, experienced partnership
Traditional Private Equity
Standardized deal structure- Rapid consolidation
- Finance-first mindset
- Capital availability
- Institutional distance
Local Acquirers
- Limited deal experience
- Uncertain integration plan
- Good intentions, limited resources
- May lack capital for full deal
- Learning on the job
- Customized transition structure
- Thoughtful transition planning
- Legacy-and-people-first mindset
- Capital availability
- Direct, experienced partnership
Traditional Private Equity
- Standardized deal structure
- Rapid consolidation
- Finance-first mindset
- Capital availability
- Institutional distance
Local Acquirers
- Limited deal experience
- Uncertain integration plan
- Good intentions, limited resources
- May lack capital for full deal
- Learning on the job
Our experience shapes
how we serve you.
10+
Years
Insurance, M&A, and agency operations
150+
Acquisitions
National insurance brokerage
~$9B
Deal Value
Total transaction value
Built on a foundation of trust.
"The team at AV Insurance Holdings understands the value of doing right by good people. Whenever I had issues with my agency, Eric's name was at the top of my list of people to call for help."
Bryan G.
President, A&B Insurance
"I built my agency over thirty years and understand what it takes to protect what you've created. Eric gets that too — he's rooted in the fundamentals that actually matter to owners, not just the financials."
Tom H.
President, Lighthouse Group
"Eric understands the disruption to agency teams caused by industry consolidation. I've lived it myself as a prior agency president. He brings a fresh approach to succession, rooted in preserving the independence and local value these businesses provide."
Tom R.
Director, Big I Illinois
"The team at AV Insurance Holdings understands the value of doing right by good people. Whenever I had issues with my agency, Eric's name was at the top of my list of people to call for help."
Bryan G.
President, A&B Insurance
"I built my agency over thirty years and understand what it takes to protect what you've created. Eric gets that too — he's rooted in the fundamentals that actually matter to owners, not just the financials."
Tom H.
President, Lighthouse Group
"Eric understands the disruption to agency teams caused by industry consolidation. I've lived it myself as a prior agency president. He brings a fresh approach to succession, rooted in preserving the independence and local value these businesses provide."
Tom R.
Director, Big I Illinois
The process
A thoughtful approach.
Confidential conversation
A no-pressure discussion about your goals, timing, and priorities.
Initial review & valuation
A practical look at your agency, operations, and potential options.
Customized roadmap
A structure and transition plan tailored to your business, family, employees, and customers.
Transaction & transition
A professional closing process followed by thoughtful support through the next chapter.
Curious what your agency
may be worth?
We are happy to provide a confidential, no-pressure initial valuation perspective based on our experience reviewing and executing agency transactions.
FAQs
Questions?
Start a confidential conversation.
Whether you are ready to act now or just beginning to think about the future, we are happy to talk through your options. No pressure, no obligations.