BroadStreet’s℠ role is to support the growth strategy of its partners.

PARTICIPATION IN UPSIDE

Agency principals maintain equity ownership in their agency operation. The growth and performance of their agency is directly reflected in the value of their equity. It isn’t impacted by other agency operations. Top performing core partners typically double revenue in 5 years through a combination of acquisitions and organic growth. BroadStreet’s℠ co-ownership model provides material participation in the growth and performance of the agency to those principals who are most responsible for continuing to build value.

OPERATIONAL AUTONOMY

Agency management retains meaningful ownership along with operational autonomy and responsibility. Agency principals remain in place working to increase the value of the firm, which maintains its name, branding, internal systems and leadership structure. BroadStreet’s℠ involvement is centered on long-term strategy and growth initiatives rather than day-to-day operations, so agency leaders can focus on what they do best—running a successful business.

REALIZATION OF AGENCY VALUE, PERPETUATION AND SUCCESSION PLANNING

Agency owners immediately realize the value of their agency while at the same time ensuring the continuity of the agency’s operation and leadership teams. Furthermore, agency principals create long-term succession solutions for the transfer of ownership to the next generation of agency leaders. These flexible strategies provide for a seamless transition and perpetuation process that benefits management as well as customers.

ECONOMIES OF SCALE

Core partners have access to best practices, new markets, strategic support and enhanced operational capabilities. BroadStreet℠ coordinates access to shared administrative programs such as health insurance, 401(k) plans, internal audit and agency E&O coverage.

STABLE CAPITAL BASE

BroadStreet’s℠ majority investor is the Ontario Teachers’ Pension Plan, the largest single-profession pension plan in Canada, with over $190 billion in assets under management. Our core partners find Ontario Teachers’ permanent capital base and unique long-term investment horizon especially attractive.

We are guided by a set of principles that describes how we behave as a business and how we treat our partners.