Founder/ CEO
Robert brings a wealth of experience in strategic business growth and leadership. His visionary approach and focus on innovation have shaped the company’s mission to connect insurance companies with transformative partnership opportunities, positioning the company as a leader in the industry.
VP of Mergers and Acquisition
Terry leads the company’s efforts to identify and secure valuable partnerships. He is responsible for guiding companies through the acquisition process, from initial discussions to final agreements. Terry’s expertise ensures that every partnership aligns with our client’s long-term goals.
Director of Finance
Chris collaborates closely with our buyers to understand their criteria for evaluating financials. He plays a key role in preparing and presenting sample Letters of Intent (LOIs) to clients before meetings with buyers, ensuring that all financials align with expectations and facilitating smoother transactions.
Director of Operations
Jeck oversees the daily operations of the business, optimizing workflows and driving performance improvements. Her strategic mindset and problem-solving skills help streamline operations, allowing Equity Expansion to meet the demands of a growing and dynamic industry.
Strategic Partnership Manager
Danny’s focus is on sourcing and developing new business opportunities that align with our strategic objectives. His role is essential in identifying key leads, conducting outreach, and guiding potential partners through the early stages of the acquisition process.
Jay plays a crucial role in identifying, engaging, and nurturing new partnership opportunities. His expertise in lead generation and relationship-building allows Equity Expansion to expand its network and connect with potential partners.
We connect you with some of the most trusted and reputable acquirers in the insurance industry. Our network of elite acquirers is built on years of experience and a shared commitment to fostering growth in the industry.
With us, you gain access to acquirers who are ready to help scale your agency while preserving its legacy. This means enhanced market reach, operational support, and the resources necessary to achieve long-term success.
Navigating the complexities of mergers and acquisitions can be overwhelming. That’s where our expertise comes in. With years of experience and a track record of successful transactions, we’re here to guide you through every stage of the M&A process.
Whether you’re looking to partner for growth or explore exit strategies, our team is equipped with the skills and knowledge to make your M&A journey smooth and successful.
