21
Broadstreet℠ Core Partners
$21.1M
Average Core Partner Revenue
173
Individual Core Equity Holders
265
Tuck-in Acquisitions
$3.5B
Annual Written Premium
23%
Compound Annual Revenue Growth Since 2010
2,460
Professional Colleagues
$445M
Current Annual Revenue

BroadStreet's℠ geographic footprint

BroadStreet Partners℠ makes majority investments in high-performing independent insurance agencies, using direct equity ownership in a framework that closely aligns our interests with those of our core partners.

BroadStreet℠ core partners maintain operational autonomy while leveraging the scale of our company. They also access BroadStreet’s℠ tuck-in acquisition sourcing, deal execution expertise, and operational and technology best practices to enhance their growth and capabilities.

We work with agencies to help them achieve their goals, whether they include agency acquisitions, recapitalizing their balance sheet, succession planning, or producer development.

BroadStreet℠ made its first core investment in 2001, and today the company collectively generates more than $2.8 billion in written insurance premiums for commercial and personal clients in the US.

Management

Rick Miley

Rick Miley

President & CEO

Rick Miley founded BroadStreet Partners℠ in 2001, and has developed it into one of the top insurance broker holding companies in the country.

Rick's vision for BroadStreet℠ connects the best talent in the industry under a proprietary partnership model that addresses the reality of the industry's demographics, while simultaneously responding to how entrepreneurs want to pass the torch to the next generation of agency leaders.

BroadStreet's℠ unique co-ownership business model has driven a 21% compound annual revenue growth rate, and the company has grown to include core partners from coast to coast, more than 140 offices and over 2,000 colleagues.

Prior to founding BroadStreet℠, Rick served for 20 years in senior executive positions at State Auto Financial Corporation, a publicly traded property and casualty insurer headquartered in Columbus, Ohio. With State Auto he developed a national network of insurance broker relationships and an extensive background in mergers and acquisitions. He holds a Bachelor’s Degree in Finance and a Master’s Degree in Business Administration from The Ohio State University, where he was a Griffith Foundation Scholar.
Email R. Miley
(614) 464-5126

Ken Kirk

Regional President

Ken Kirk joined BroadStreet Partners℠ in 2013 and is responsible for sourcing and developing core partners. Previously, Mr. Kirk was Regional President of Brown & Brown, where he grew the western region from a single office in Phoenix to 26 offices throughout the western states. Additionally, Ken serves as Vice-Chairman of Copperpoint Mutual Insurance Company. Mr. Kirk earned an accounting degree from Arizona State University.
Email K. Kirk
(480) 335-6981

David Ross

Vice President, Acquisitions

David Ross is responsible for BroadStreet Partners’℠ agency mergers and acquisitions. He has more than a decade of experience in due diligence and company valuation. Before coming to BroadStreet℠ in 2002, Mr. Ross held finance and accounting management positions at Century Insurance Group and Nationwide Insurance. He began his career as an auditor at KPMG after earning a Bachelor’s Degree in Accounting from The Ohio State University. He is a Certified Valuation Analyst and a CPA.
Email D. Ross
(614) 993-3013

Erin West

Vice President & CFO

Erin West is responsible for all aspects of BroadStreet Partners’℠ financial reporting, accounting management, and capital management. Prior to joining BroadStreet℠ in 2008, Ms. West was CFO of ProCentury Corporation, a publicly traded property and casualty insurance company. A CPA, she began her career at KPMG working primarily with insurance and financial services companies. She earned her Bachelor’s Degree in Business Administration from Otterbein College.
Email E. West
(614) 993-3009

Mary Delgado

Assistant Vice President, Director of Financial Compliance and Tax

Mary Delgado joined BroadStreet Partners℠ in 2007 and is responsible for BroadStreet’s℠ compliance and tax operations. Previously, Ms. Delgado was an accounting professional at Nationwide Insurance and Frontier Insurance Company and served in the United States Navy. Ms. Delgado earned a Bachelor’s Degree from the University of Colorado and an MBA from Tiffin University.
Email M. Delgado
(614) 993-3010

Christopher Stanley

Chief Legal Officer

Christopher Stanley joined BroadStreet Partners℠ in 2011, and is responsible for coordinating and providing counsel on all legal work for BroadStreet℠ and its partner agencies. Previously, Mr. Stanley worked as an attorney in private practice. He earned his JD from The Ohio State University, where he was Chief Notes Editor of the Entrepreneurial Business Law Journal and Managing Editor of the Pro Bono Research Group. He earned a Bachelor’s Degree from Ohio University with a double major in Finance and Business Law.
Email C. Stanley
(614) 993-3015

Jeffrey Racz

Assistant Vice President, Director of Administration

Jeffrey Racz joined BroadStreet℠ Partners in 2010 and is responsible for cross-platform projects. Previously, Mr. Racz had roles in corporate strategy, enterprise planning, and investor relations at Meadowbrook Insurance Group, ProCentury Corporation, and Nationwide Insurance. He earned a Bachelor’s Degree, majoring in Finance, from the University of Notre Dame and an MBA from The Ohio State University.
Email J. Racz
(614) 993-3011

Megan Warzala

Executive Assistant

Megan Warzala joined BroadStreet Partners℠ in 2012 and works cross-functionally with all members of the BroadStreet℠ team. Ms. Warzala earned a Bachelor’s Degree in Business Administration from Franklin University.
Email M. Warzala
(614) 212-6212

Steve Bonasso

Corporate Counsel

Steve Bonasso joined BroadStreet Partners℠ in 2014 as an attorney and provides legal support for BroadStreet℠ and its partner agencies. Previously, Mr. Bonasso served as an Assistant Vice President at Citi Hedge Fund Services. As a law student, he worked in the Office of the Chief Legal Officer at Nationwide Insurance. He earned his JD from The Ohio State University, where he won the Arthur James Seeyle Award for Outstanding Business Law Student and served as the Executive Editor of the Ohio State Entrepreneurial Business Law Journal. He earned a Bachelor’s Degree from The Ohio State University (Magna Cum Laude) with majors in Finance and International Business.
Email S. Bonasso
(614) 993-3014

Matt Riggs

Chief Accounting Officer

Matt Riggs joined BroadStreet Partners℠ in 2014 and is a member of the company’s accounting and finance team.

Previously, Mr. Riggs was an audit senior manager at Deloitte & Touche LLP where he led audit engagements, primarily for insurance firms.

Mr. Riggs is a CPA and he earned Bachelor’s degrees in Accounting and Economics from the University of Kentucky.
Email M. Riggs
(614) 993-3012

Adam Willyerd

Assistant Controller

Adam Willyerd joined BroadStreet Partners℠ in 2015 and is responsible for treasury functions and accounting management.

Previously, Mr. Willyerd was an accounting manager at The Wendy’s Company, where he was responsible for the budgeting and accounting for the company’s real estate and property management unit. Prior to Wendy's, Adam held accounting positions with Smiths Medical and private equity firm, RockBridge Capital.

Mr. Willyerd earned a Bachelor's degree, majoring in Accounting from Otterbein College.
Email A. Willyerd
(614) 601-5047

Matt Curry

Corporate Counsel

Matt Curry joined BroadStreet Partners℠ in 2015 and provides legal support for BroadStreet℠ and its partner agencies.

Before joining BroadStreet℠, Mr. Curry was a corporate securities attorney for the Ohio Department of Commerce and served as an assistant attorney general for the State of Ohio. Prior to law school, he worked in financial operations in both the public and private sectors.

He earned his JD, cum laude, from The Cleveland-Marshall College of Law at Cleveland State University, where he was an Editor of the Cleveland State Law Review. He earned his Bachelor's Degree from Ohio University, graduating with a major in Public Administration.
Email M. Curry
(614) 993-3121

Tim Weaver

Financial Analyst

Tim Weaver joined BroadStreet Partners℠ in 2014 and is responsible for internal financial reporting and accounting projects.

Previously, Mr. Weaver was an actuarial associate at Buck Consultants where he worked with public company retirement plans.

Mr. Weaver earned a Bachelor’s degree, majoring in Actuarial Science, and minoring in Statistics and Economics from The Ohio State University.
Email T. Weaver
(614) 993-3008

Lou Baltus

Director of Acquisition Development

Lou Baltus joined BroadStreet℠ in 2014 and is responsible for identifying and sourcing new core partners and tuck-in opportunities for existing core partners.

Mr. Baltus has 15 years of experience in the insurance industry in a range of roles related to business development, marketing, retail production and program development.

Mr. Baltus earned a Bachelor’s degree from the University of Arizona with an emphasis in Marketing.
Email L. Baltus
(602) 281-3959

Mark Hathaway

Financial Analyst

Mark Hathaway joined BroadStreet Partners℠ in 2014 and is responsible for the financial analysis and due diligence of core partner and tuck-in opportunities.

Previously, Mr. Hathaway was a partner in an independent personal lines insurance agency, where he was responsible for the agency’s accounting and operations.

Mr. Hathaway earned a Bachelor’s Degree in Accounting from Arizona State University.
Email M. Hathaway
(602) 281-9358

Irfan Asif

Corporate Counsel

Irfan Asif joined BroadStreet Partners℠ in 2016 and provides legal support for BroadStreet℠ and its partner agencies.

Prior to joining BroadStreet℠, Irfan worked as an attorney in private practice in Dubai, U.A.E and in Chicago, Illinois. Before commencing his law career, Irfan was a financial analyst for a number of years in both the utility and wealth planning industries.

Irfan earned his JD from The Ohio State University Moritz College of Law, where he served as the Chief Symposium Editor of the Ohio State Entrepreneurial Business Law Journal. He earned his Bachelor’s Degree from Saint Louis University (Magna Cum Laude) with a double major in Finance and Economics.

Nick Walker

Financial Analyst

Nick Walker joined BroadStreet Partners℠ in 2016 and focuses on financial analysis and forecasting.

Previously, Nick was an analyst in the corporate finance department at Abercrombie & Fitch, focusing on financial analysis and e-commerce. More recently, Nick was a licensed investment advisor focused on public sector employee retirement planning.

Nick earned a Bachelor’s Degree in Economics from Harvard University, and is currently a Level II CFA Candidate

AJ Cericola

Director Internal Audit

AJ Cericola joined BroadStreet Partners℠ in 2016 and is responsible for providing oversight of the internal audit and the control environment. Additionally, AJ works on due diligence for core partner acquisitions. He brings a decade of internal audit and risk management experience. Prior to joining BroadStreet℠, he was a manager in the Risk Consulting practice of Crowe Horwath, where he managed several clients in the Finance and Insurance industries.

AJ is a Certified Internal Auditor, holds a Master’s Degree of Business Administration from Franklin University and a Bachelor’s Degree in Economics and International Studies from The Ohio State University.

Seaver Trafford

Financial Analyst

Seaver Trafford joined BroadStreet Partners℠ in 2016 and is responsible for financial analysis, due diligence of core partner and tuck-in opportunities, and cross-platform projects. Previously, Seaver served in financial and operational auditing roles in the insurance, banking, and retail industries.

Seaver is a CPA and earned a Bachelor’s degree in Accounting from Ohio University.