Thought Leadership

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…

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…

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…

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…

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…

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,…

Two of BroadStreet’s℠ Partners Combine to Leverage Regional Scale

Ken Kirk | May 29, 2018

While BroadStreet℠ typically helps its partners grow by assisting them with tuck-in acquisitions and new producer investments, we recently helped to facilitate the merger of two of our partners. The leaders of North Risk Partners and Bearence Management Group saw…

Seven New Investments in the First Quarter 2018

David Ross | March 31, 2018

During the first quarter of 2018 BroadStreet℠ and its core partners completed 7 new investments. Through these investments, we added to our footprint in multiple geographic areas from the Mid-Atlantic to the Western States. With our first quarter activity, we’ve…

Seven New Investments in the Fourth Quarter of 2017; 32 Investments for the Year

David Ross | January 8, 2018

During the fourth quarter of 2017 BroadStreet℠ and its core partners completed 7 additional investments and added $7.5 million in annualized revenue. These investments build on our presence in the Midwest, Southeast and Western states. In 2017 BroadStreet℠ and its…

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Thought Leadership

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