Patriot Growth Insurance Services Acquires DMM Advisors and PFG Benefits

Patriot Growth Insurance Services Adds The Safegard Group

December 15, 2021

Insurance

Patriot Growth Insurance Services announced that The Safegard Group, a Media, Pennsylvania-based risk-management focused insurance agency, has joined the Patriot platform. The partnership expands Patriot's property & casualty and employee benefits capabilities and establishes a Philadelphia-area presence; Safegard's 56 staff and leadership team will remain in place.

Patriot Growth Insurance Services Partners with Dynamic Insurance Agency

July 25, 2024

Insurance

Patriot Growth Insurance Services has entered a partnership with Dynamic Insurance Agency, a Punta Gorda, Florida-based property and casualty agency founded by Toni and David Ivankovic. The deal expands Patriot’s footprint in Florida and provides Dynamic with access to additional markets and tools; Patriot is PE-backed by GI Partners and Summit Partners.

Patriot Growth Insurance Services Acquires The Dougherty Company

May 24, 2023

Insurance

Patriot Growth Insurance Services has added The Dougherty Company, a Long Beach / Signal Hill-based full-service insurance agency, to its national agency platform as an add-on. Patriot, a PE-backed national insurance services firm (backed by GI Partners and Summit Partners), said the Dougherty team will continue operating from their current location while leveraging Patriot's resources to grow in Southern California.

Patriot Growth Insurance Services Adds Alliance & Associates to Platform

June 3, 2021

Insurance

Patriot Growth Insurance Services has partnered with Alliance & Associates, a Jasper, Florida-based multi-line insurance agency with a team of over 150 employees, adding them to the Patriot platform. The deal broadens Patriot's capabilities in individual medical, Medicare and property & casualty markets and expands its presence in the southeastern United States.

Summit Partners Backs Formation of Patriot Growth Insurance Services Platform; Integrates 17 Independent Agencies and TRUE Network Advisors

January 22, 2019

Insurance

Summit Partners provided growth equity backing to form Patriot Growth Insurance Services, a national insurance agency platform led by CEO Matt Gardner, which brings together 17 independent insurance agencies and TRUE Network Advisors. The new Patriot platform will allow partner agencies to remain autonomous while leveraging shared resources and accelerating growth through organic initiatives and selective acquisitions.

Patriot Growth Insurance Services Adds V.R. Williams & Company to Platform

December 3, 2020

Insurance

Patriot Growth Insurance Services has partnered with V.R. Williams & Company, a full-service insurance agency based in Winchester, Tennessee, adding the firm's 22 insurance professionals and proprietary national pilot car insurance program to the Patriot platform. The deal expands Patriot's property & casualty and employee benefits capabilities and furthers its geographic expansion in the Southeastern United States; Patriot is backed by growth equity investor Summit Partners.