Trevor Baldwin

CEO (BRP)

Elizabeth Krystyn

Founder and Founding Partner, COO

Laura Sherman

Founding Partner

4 past transactions

Burnham Gibson Wealth Advisors

Acquisition in 2020
Burnham Gibson Wealth Advisors, Inc. is an independent registered investment adviser based in Irvine, California offering comprehensive wealth management and corporate retirement consulting solutions to help clients with their financial goals and the needs of their workforce. With diverse experience and advanced technology, Burnham Gibson takes a client-first approach in helping corporate and individual clients accumulate wealth, manage risk and plan for the future.

Burnham Benefits

Acquisition in 2020
Burnham Benefits Insurance Services, Inc. is a full-service strategic employee benefits consulting, and brokerage firm based in Irvine, California, with eight offices offering comprehensive client-first strategic solutions. Burnham has cultivated a unique culture that allows its leadership to easily adapt and create customized programs that fit clients' best interests – investing in cutting-edge technology, and the tools and resources needed to provide the specialized level of service that today's rapidly changing business climate demands. Burnham’s cadre of highly skilled industry professionals and strategic partnerships provide unmatched personal service. Property and Casualty consulting services are offered through Burnham Risk and Insurance Solutions, LLC. Burnham holds national recognition as one of the Best Places to Work in Insurance by Business Insurance magazine for the seventh year and counting, and over the last decade consistently ranks as one of the Best Places to Work by the Orange County Business Journal, North Bay Business Journal, and Los Angeles Business Journal.

Lanier Upshaw

Acquisition in 2019
Lanier Upshaw is an insurance company providing personal and group benefit insurance services.

Lykes Insurance, Inc.

Acquisition in 2019
Lykes Insurance will be recognized as a premier insurance agency. Lykes Insurance to protect both the multi-industry and personal Lykes family assets, Lykes Insurance now extends that same personal concern to the partnerships we establish with their clients. oday, as one of Florida’s oldest commercial insurance agencies, Lykes serves businesses and individuals across the state, throughout the United States and internationally. Their mission is to partner with their clients to raise awareness and take action to reduce their risk and enhance profitability.
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