Acquiring One Exceptional Insurance Brokerage
Pinnacle Peak Co. is an entrepreneur-led acquisition company seeking to buy and personally operate a single independent insurance brokerage — and to carry its owner's legacy forward.
What We're Looking For
We're searching for one great business, not a portfolio. If your brokerage fits most of the profile below, we'd love to talk.
Independent Insurance Brokerage
Established independent agencies and brokerages — personal lines, commercial P&C, employee benefits, or a specialty niche.
Sized for a Swift, Certain Close
We focus on independent brokerages that larger acquirers overlook — where a single committed buyer can offer a fair price and close quickly.
Recurring Revenue
A renewal-driven book of business with predictable, commission-based revenue rather than one-time or project income.
Strong Client Retention
Client retention of roughly 85% or better, reflecting long-standing relationships and consistent service.
Established Book & Carrier Access
An operating history of 10+ years with solid carrier appointments or network relationships that carry forward after a sale.
Owners Ready for a Transition
Owners planning retirement or a next chapter — whether that means a clean exit or staying involved through a gradual handoff.
Geography is open — we'll consider brokerages anywhere in the United States and are prepared to relocate for the right business. Don't check every box? Reach out anyway; every conversation is confidential and without obligation.
Why Sell to Us
You spent decades building your brokerage. Who you sell it to matters — to your clients, your employees, and your name.
Your Legacy Continues
We're not a national consolidator. Your agency keeps its name, its community presence, and the way it treats clients.
Your Team Is Protected
We buy to operate and grow, not to cut. Your producers and staff are the reason the business works, and we intend to keep it that way.
Certainty of Close
Our equity backing is already committed. When we sign a letter of intent, we have the capital and the intent to finish.
A Fast, Simple Process
One decision-maker, no committees. From first conversation to close in as little as 90 days, with clear communication at every step.
A Transition on Your Terms
Retire on your timeline. Whether you want a clean exit or to stay on through renewals, we'll structure the handoff around you.
An Owner-Operator, Not a Fund
The principal of Pinnacle Peak Co. steps into the business full-time after close. Your clients get a dedicated owner, not an absentee holding company.
A Straightforward Path to Close
Selling your brokerage shouldn't take a year of your life. Our process is designed to be fast, confidential, and predictable.
Introductory Conversation
Day 1A confidential 30-minute call to get to know each other. No documents, no obligation — just an honest conversation about your goals.
NDA & Information Exchange
Week 1–2We sign a mutual non-disclosure agreement before you share anything. Then we review high-level financials and the shape of your book.
Offer & Letter of Intent
Week 3–6If it's a fit, we present a fair, clearly explained offer in writing — typically within a few weeks of our first call, not months.
Due Diligence & Closing
60–90 daysA focused, respectful diligence process run by the principal. We keep the request list tight and work around your schedule to close.
Transition & Beyond
Post-closeWe structure the handoff around you — a clean exit or a gradual transition through a renewal cycle. Your team and clients stay front and center.
Backed and Ready to Close
Pinnacle Peak Co. pairs a single, committed entrepreneur with a group of investors and advisors who have bought and operated businesses before. That structure gives sellers the personal attention of an individual buyer with the financial certainty of an institutional one.
Committed Capital
Our equity backing is committed before we ever make an offer. Sellers aren't left waiting on a buyer who still needs to raise money.
Experienced Investors & Operators
Our investor group includes entrepreneurs who have bought, built, and operated small businesses — including insurance and financial services firms.
A Long-Term Hold
This is not a flip. We're acquiring one brokerage to own and operate for the long term, with our investors as patient partners.
One Business. Owned and Operated for the Long Term.
We're not building a portfolio. We're building on what you built.
Frequently Asked Questions
Common questions from brokerage owners considering a sale. Have one we haven't answered here?
Considering the Sale of Your Insurance Brokerage?
Even if you're a year or two away from deciding, an early conversation costs nothing and stays completely confidential. We'll tell you honestly whether we're the right buyer — and if we're not, we'll say so.
Confidential by Default
A mutual NDA before any information changes hands. Your team, clients, and carriers hear about a sale from you — never from us.
Committed Capital
Our equity backing is secured before we make an offer, so you're never waiting on a buyer who still needs to raise money.
A Buyer Who Shows Up
After close, our principal steps into the business full-time — serving your clients and leading your team in person.