This opportunity represents the acquisition of a highly regarded, boutique-style insurance brokerage with a long-standing market presence and a reputation for delivering tailored risk management solutions to a loyal client base.

The business generates approximately $1.6 million in adjusted EBITDA and has demonstrated consistent growth, with a 5-year revenue CAGR of approximately 15%. Revenue has scaled from roughly $1.3 million in 2020 to approximately $3.0 million on a trailing twelve-month basis, reflecting both organic growth and strong client retention.

A key strength of the business is its exceptional client retention rate exceeding 90%, supported by deep relationships and a high-touch service model. The Company serves over 4,000 households and more than 300 commercial clients, providing a diversified and recurring revenue stream.

The brokerage offers a comprehensive suite of insurance solutions, with a primary focus on personal lines, complemented by commercial and specialty offerings. Its access to a broad network of over 90 national and regional carriers, as well as exclusive relationships with managing general agents, enables the delivery of customized coverage solutions, including high-net-worth policies and complex risk placements.

Operationally, the business is supported by a seasoned team and established systems, resulting in a largely turnkey platform with limited day-to-day owner involvement. This structure provides immediate cash flow to a new owner while offering significant scalability.

There are multiple clear avenues for growth, including geographic expansion, enhanced digital marketing initiatives, and cross-selling additional products to an existing and highly engaged client base.

This opportunity is well-suited for strategic acquirers seeking to expand their footprint, add a high-quality book of recurring business, or leverage an established platform for continued growth.