Thought Leadership

11 Investments in the Fourth Quarter of 2018; 34 Investments for the Year

During the fourth quarter of 2018 BroadStreet℠ and its core partners completed 11 additional investments and added $65.1 million in annualized revenue. These investments build on our presence in multiple geographies across the United States.

For the full year 2018 BroadStreet℠ and its partners made a total of 34 investments with $98.3 million in annualized revenue.

BroadStreet’s℠ co-ownership model continues to attract talented and entrepreneurial partners who are seeking a succession and perpetuation solution. We remain particularly well suited for agency owners who want to continue to build their businesses by making their own acquisitions and who are seeking to hire new producers to support their organic revenue growth goals.

To learn more about partnering with BroadStreet℠ and our partner agencies, please contact me.

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BroadStreet Partner Smith Brothers Featured at the Yale School of Management: Business Succession

Our partner in Connecticut, Smith Brothers, was recently featured as the subject of a case study at the Yale School of Management. Joe Smith, CEO of Smith Brothers in Glastonbury, Connecticut has built a reputation as a forward-thinking entrepreneur, and…
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There’s No Image Problem in the Insurance Industry According to our Interns

At BroadStreet℠ we’re building a long-term sustainable business and we make a point of investing in people in order to develop the next generation of agency leaders. This summer, more than 20 interns spent time at our Core partner agencies. …
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Shepherd Insurance Discusses Decision to Partner with BroadStreet

Recently one of our Core partners sat down with MarshBerry CEO, John Wepler for a Q&A session to discuss perpetuation. The executive team at Shepherd Insurance, headquartered in Carmel, Indiana describes their rationale for choosing BroadStreet℠ as a partner.  They…
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