About BroadStreet

A national leader in Insurance Brokerage.

BroadStreet Partners is an insurance brokerage holding company headquartered in Columbus, Ohio. We invest in select, entrepreneurial, high-performing independent agencies that are seeking support for continued growth and a solution for ownership succession.

 

At BroadStreet we use a unique co-ownership model that provides ownership opportunities for more than 180 agency professionals. Our culture of ownership creates opportunities for our leaders to fully participate in the financial rewards of their hard work.

 

We are experts in acquisitions, we act as a capital partner to agencies with an acquisition growth strategy and we offer our agency partners access to a network of best-in-class agency leaders, risk management professionals and insurance solutions.

A partnership with national scope.

Map of the U.S.

Leadership Team

Rick Miley

Chairman & CEO

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

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

BroadStreet’s℠ unique co-ownership business model has driven a 28% compound annual revenue growth rate, and the company has grown to include core partners from coast to coast and more than 3,100 professional colleagues. BroadStreet’s core partners have completed more than 300 tuck-in acquisitions.

Prior to founding BroadStreet℠, Rick served in senior executive positions at a publicly traded property and casualty insurer where he developed a national network of insurance broker relationships and an extensive background in mergers and acquisitions. He began his career by starting and expanding a farm holding company that continues today as a large-scale commercial grain operation.

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.

Ken Kirk

President

Ken Kirk joined BroadStreet Partners in 2013 and is responsible for strategy development, identifying new Core partner investment opportunities and supporting the operational needs of BroadStreet’s Core agency partners.

Ken has a diverse and well-rounded background in agency operations and strategy.  Previously, he was the regional president of a large national brokerage, and prior to that, he was CEO, and owner, of his own regional independent insurance agency.  He also has extensive experience sourcing, negotiating and integrating agency mergers and acquisitions.

In addition to his experience with retail insurance agencies, Ken has experience advising MGAs and wholesale insurance brokers, and he serves as the Chairman of CopperPoint Mutual Insurance Company.

Ken is a Founding Member and Chairman of the Arizona Chapter of the Insurance Industry Charitable Foundation, and he participates as a leader and member of various industry groups and associations.

Ken earned a Bachelor’s Degree in Accounting from Arizona State University.

Erin West

Executive 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, Erin 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.

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, David 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.

Acquisition Team

Mark Hathaway

Director of Corporate Development

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

Mark earned a Bachelor’s Degree in Accounting from Arizona State University.

Dan Girardi

Director of Acquisitions

Dan Girardi joined BroadStreet Partners℠ in 2018 and is responsible for the sourcing, financial analysis and due diligence of core partner and tuck-in opportunities. Previously, Dan was a member of the Financial Advisory team at Marsh, Berry & Company and a member of the internal M&A team at Nationwide Insurance. He earned a Bachelor’s and Master’s degree in Finance and Risk Management/Insurance from the Florida State University College of Business and an MBA from Emory University’s Goizueta Business School. Additionally, Dan is a Chartered Property and Casualty Underwriter (CPCU), Certified Valuation Analyst (CVA), Associate in Reinsurance (ARe) and Certified Six Sigma Greenbelt (CSSGB).

Legal & Compliance Team

Christopher Stanley

General Counsel

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, Christopher 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.

Mary Delgado

Director of Corporate Compliance and Contract Management

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

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.

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, Steve 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.

Grant Dupont

Corporate Counsel

Grant Dupont joined BroadStreet Partners℠ in 2017 and provides legal support for BroadStreet℠ and its partner agencies.

Prior to joining BroadStreet℠, Grant worked as a corporate attorney and compliance advisor for several Fortune 500 companies in the banking and financial services industries.

Grant earned his Juris Doctor from Case Western Reserve University (Cum Laude), where he served as the Executive Editor of the Canada-United States Law Journal. While attending law school, Grant worked as a law clerk in the civil division of the U.S. Attorney’s Office for the Northern District of Ohio. Grant earned his Bachelor of Science in Business Administration from The Ohio State University (Cum Laude) with a major in Finance.

Finance & Administration Team

Matt Riggs

Chief Accounting Officer

Matt Riggs joined BroadStreet Partners℠ in 2014 and is the company’s Chief Accounting Officer.

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

Matt is a CPA and he earned Bachelor’s degrees in Accounting and Economics from the University of Kentucky.

Jeffrey Racz

Assistant Vice President, Director of Administration

Jeff Racz joined BroadStreet℠ Partners in 2010 and is responsible for cross-platform projects. Previously, Jeff 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.

Megan Warzala

Executive Assistant

Megan Warzala joined BroadStreet Partners℠ in 2012 and works cross-functionally with all members of the BroadStreet℠ team. Megan earned a Bachelor’s Degree in Business Administration from Franklin University.

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.

Nick Walker

Financial Analyst

Nick Walker joined BroadStreet Partners℠ in 2016 and focuses on financial analysis, capital structure 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 III CFA Candidate.

John Federer

Controller

John Federer joined BroadStreet Partners℠ in 2017 and is responsible for providing accounting oversight and support for BroadStreet℠ and its partner agencies. Prior to joining BroadStreet℠, John served in finance and accounting management roles at JPMorgan Chase and was a controller at Huntington National Bank.

John is a CPA. He earned an MBA from Otterbein University and a Bachelor’s Degree, majoring in Economics Management, from Ohio Wesleyan University.

Adam Willyerd

Assistant Controller

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

Previously, Adam 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.

Adam earned a Bachelor’s degree, majoring in Accounting from Otterbein College.