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.
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.
Founder/Vice President
Over the past five years, Terry has been involved in hundreds of mergers and partnerships, specifically within the insurance industry. In his role, Terry leads the company’s efforts to identify and secure valuable partnerships. This includes engaging in in-depth conversations with agency principals about their long-term vision—from cultural alignment to operational fit and financial 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 Partnership
Nick spent six years as an Acquisition Manager at a wholesale company in Houston, Texas, where he oversaw thousands of real estate transactions. At Equity Expansion, he now leverages that experience to guide companies through the mergers and partnership process—from initial discussions to final agreements. With his extensive background and expertise, Nick ensures every partnership is strategically aligned with our clients’ long-term goals.
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.
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Executive Assistant
Tonee is the behind-the-scenes backbone at Equity Expansion, ensuring that operations run seamlessly. She manages scheduling, calendars, note-taking, pipeline tracking, social media, and more. With her strong organizational skills and drive, Tonee ensures that Equity Expansion’s systems and processes support a smooth client journey from start to finish.
