08/25/2025 | Press release | Archived content
Co-Founder Brandon Wolfe recently joined The Insurance Dudes podcast for a candid conversation on what makes insurance such an investable and strategic sector and how we're approaching opportunities in this space. The conversation clearly resonated-we've been hearing from agency owners eager to scale.
In the episode, Brandon talks frankly about:
✅ Why insurance offers compelling opportunities for long-term, capital-efficient growth.
✅ The characteristics we look for in agency leaders (spoiler: people first, numbers second).
✅ Our no-playbook "playbook" for partnering with founders to scale without losing the culture and client trust that made them successful.
The feedback has been clear: agency owners are hungry for capital partners who understand their business, respect their legacy, and have the resources to help them grow.
Brandon also discusses:
Watch the full conversation here: https://lnkd.in/e8p5yMPQ
And, if you're an agency owner thinking about growth, succession, or simply exploring options, we'd love to talk.