Thought Leadership

Seven Additional Investments in Q2 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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Two of BroadStreet’s℠ Partners Combine to Leverage Regional Scale

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

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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BroadStreet Partners Announces Promotion of Ken Kirk to President

BroadStreet Partners today announced that Ken Kirk has been promoted to the position of President of BroadStreet Partners. Rick Miley, founder and CEO of BroadStreet commented, “Ken has been instrumental in our geographic expansion over the last four years.  When…
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Seven New Investments in the Third Quarter of 2017

During the third quarter of 2017 BroadStreet℠ and its core partners completed 7 additional investments and added $12.0 million in annualized revenue.  These investments build on our presence in the Midwest, Southeast and New England.  Additionally, with these investments, we…
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Doing Things Well and Doing Things Right

We never miss an opportunity to highlight that BroadStreet's℠ core partners are among the best independent agencies in the country.  When we meet with the leaders of independent agencies, we tell them that that there’s a certain type of agency…
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Eight New Investments in the Second Quarter of 2017

During the second quarter of 2017 BroadStreet℠ and its core partners completed 8 additional investments and added $16.7 million in annualized revenue.  These investments build on our presence in the Midwest, Southeast and New England.  Additionally, with these investments, we…
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Partnerships Only Work When Both Partners Win

Recently I was asked to give some perspective on deal-making for a Columbus business magazine. The full article can be found here, at Smart Business Magazine. I think sometimes people view the process of deal-making and the negotiating of a…
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Helping to Solve the Seller’s Trade-off Dilemma

About a month ago I read an article about the owner of a large agency in Pennsylvania who decided to perpetuate his agency by establishing an ESOP. What’s surprising to many is that the agency owner chose this route in…
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