Jerry Whitaker

Senior Partner

Greg Williams

Co-Founder, Chairman and CEO

5 past transactions

Tempo Title

Acquisition in 2021
Tempo Title is one of the largest private Title Insurance and settlement service providers in the United States.

Altway Insurance

Acquisition in 2020
Altway Insurance is a AI-driven direct-to-consumer insurance brokerage platform.

Tulco Insurance

Acquisition in 2020
Tulco Insurance offers insurance practice to bring best-in-class data science, AI, and machine learning to the insurance industry.

HNI

Acquisition in 2019
HNI is a performance-driven risk advisor that delivers insurance, benefits, and advisory strategies. They work with ambitious leaders to reduce insurance dependency and boost performance from locations in Milwaukee, Chicago, Minneapolis and Grand Rapids, Michigan.

Beach & Associates

Acquisition in 2018
As an independent reinsurance intermediary, Beach is not beholden to the status quo way of reinsuring a portfolio. Instead, we have a demonstrable track record of creating alternative reinsurance solutions when existing arrangements fail to satisfy our clients' particular needs. Beach has earned a reputation for placing reinsurance programs covering complex and technical books of business, at the best available market terms. At our core is the experience and expertise of the Beach senior management team.
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