Thought Leadership

Success Measured over Decades, not Investment Holding Periods

Rick Miley | September 18, 2020

At BroadStreet℠ we are focused on long-term value creation for our Core agency partners. It is important to emphasize the distinction, “for our Core agency partners”, because the marketplace is crowded with large-scale consolidators focused on creating short-term value for…

BroadStreet Partners Remains open to Support Its Partners During the Coronavirus Uncertainty

Jeff Racz | March 23, 2020

As risk management professionals, BroadStreet Partners remains open to serve its business partners. Our federal, state and local government leaders have implemented many measures to reduce social interactions to slow the spread of the coronavirus. Ohio has ordered non-essential business…

Differentiation (Still) Matters

Rick Miley | November 26, 2019

For the last several years, as the consolidation wave has washed over the insurance brokerage industry, the staggering number of deals and rising valuation multiples have been the headline grabbers. Recently though, we’ve noticed a change in the tenor of…

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

Rick Miley | November 8, 2019

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…

There’s No Image Problem in the Insurance Industry According to our Interns

Ken Kirk | August 30, 2019

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. …

Shepherd Insurance Discusses Decision to Partner with BroadStreet

Rick Miley | July 10, 2019

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…

It’s not an “Either / Or” Decision: Our Co-Owners Participate in the Upside of Agency Growth

Rick Miley | June 10, 2019

BroadStreet's℠ unique co-ownership model continues to attract entrepreneurial and growth-minded agency owners who are looking for a partner to accelerate their growth. In the current environment, agency owners are regularly considering offers to sell their business and consolidate with another…

BroadStreet Partners’ CEO Rick Miley Will Be a Panelist at Reagan’s Ownership Summit

Jeff Racz | April 26, 2019

BroadStreet Partners’ CEO Rick Miley has been invited to participate as a panelist at Reagan Consulting’s upcoming Agency Ownership Summit in Atlanta on May 6. Rick will discuss BroadStreet’s unique co-ownership model, which serves to create a firm foundation for…

Core Partners Using the Model to Accelerate Growth Through Fully Integrated Tuck-Ins

David Ross | April 2, 2019

At BroadStreet℠, we work alongside our Core partners as they execute their tuck-in acquisition strategies by providing them with financial, sourcing and legal support. The reason that we label them “tuck-in” investments is because our partners fully integrate, and quite…

We Don’t Own a Cookie Cutter…Great Partners Come in All Forms

Rick Miley | March 15, 2019

At BroadStreet℠, we’re accustomed to being prepared, adapting and staying flexible. Our partners are great risk management professionals, and they’re also entrepreneurs. The form and structure of our partners have been historically varied, but our bias has always been to…

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Thought Leadership

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