A Different Kind of Buyer for Your Brokerage
Pinnacle Peak Co. is a private acquisition company — led by a single, committed entrepreneur and backed by a group of experienced investors and operators. We exist to do one thing: find, acquire, and personally operate one exceptional independent insurance brokerage.
We are not a consolidator rolling up dozens of agencies, and we are not a passive investor collecting a portfolio. After closing, our principal steps into the business full-time — serving your clients, leading your team, and building on what you created.
Why Insurance Brokerage
We chose this industry deliberately. Independent insurance brokerages combine durable economics with a generational opportunity: thousands of agency owners are approaching retirement, and many would rather hand their life's work to a dedicated operator than to a national aggregator.
Recurring, renewal-based revenue
Commission income that renews year after year creates stability few small businesses can match.
Resilient, non-discretionary demand
Individuals and businesses need insurance in every economic environment. Coverage isn't optional.
A relationship business at heart
Retention is earned through trust and service — strengths of a hands-on owner-operator, not a call center.
A wave of owner transitions
A large share of independent agency principals are near retirement age, and many have no succession plan in place.
Who You'd Be Handing the Keys To
Pinnacle Peak Co. is led by its founder and principal, Josh — an entrepreneur committed to owning and operating one great business for the long term. This is not a side project or a fund allocation: after closing, Josh moves into the business full-time, works alongside the team, and takes personal responsibility for every client relationship the agency has earned.
Behind him stands a board of investors and advisors with experience acquiring and operating small businesses, providing both committed capital and seasoned guidance through the transition and beyond.
Integrity first
We say what we'll do and do what we say — in offers, in diligence, and after close.
Confidentiality always
Your employees, clients, and carriers hear about a sale from you, on your timeline — never from us.
Long-term stewardship
We're buying one business to own and grow for decades, not to resell in three years.
People over spreadsheets
A fair deal for you and a stable future for your team matter more to us than squeezing the last dollar.
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.