Origination

Operating & Deal Structuring Experience

  • 15+ years of experience in the insurance industry across sales, operations, and acquisitions
  • Built and scaled a scratch agency to $25M+ in premium with operations in Florida, Texas, and Arizona
  • Completed 22 acquisitions within the insurance space
  • Operator/Founder-focused advisor

Additional Highlights

  • Licensed Property & Casualty Insurance Agent
  • Strategic Advisor for Steelway Capital; a micro private equity group focused on service industries.