Thought Leadership

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…

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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…

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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…

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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…

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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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I Worry About Short Term-ism in Our Business

Rick Miley | February 28, 2019

At BroadStreet℠, we partner with outstanding insurance agency entrepreneurs and build businesses together. Our role is to help our Core agency partners grow, and provide them with resources that they wouldn’t otherwise be able to access. Our goal is to…

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

David Ross | December 31, 2018

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…

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BroadStreet’s℠ Entrepreneurial Missionaries

Rick Miley | October 3, 2018

At BroadStreet℠ we’ve always said that there’s a certain type of entrepreneur that fits the BroadStreet℠ model: it’s the agency owner who is not done yet—not done building and growing and leading. I recently read a quote that described what…

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Nine Additional Investments in the Third Quarter 2018

David Ross | September 30, 2018

During the third quarter of 2018 BroadStreet℠ and its core partners completed 9 additional investments and added $13.2 million in annualized revenue. These investments build on our presence in multiple geographies across the United States. Through September 2018, BroadStreet℠ and…

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Seven Additional Investments in Q2 2018

David Ross | June 29, 2018

During the second quarter of 2018 BroadStreet℠ and its core partners completed 7 additional investments and added $6.3 million in annualized revenue. These investments build on our presence in the Midwest and New England. For the first half of 2018,…

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Thought Leadership

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