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

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.

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 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.

Patriot Growth Insurance Services Partners with Harvey Insurance Agency

August 8, 2024

Insurance

Patriot Growth Insurance Services announced a partnership to bring Harvey Insurance Agency (Pasco, Washington) into its national network as the firm's first partnership in the Pacific Northwest. The deal brings Harvey's property & casualty and construction-focused expertise into Patriot's PE-backed platform (backed by GI Partners and Summit Partners) to accelerate local growth and provide expanded resources and technology.

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 Adds Capstone Brokerage in Las Vegas

September 15, 2020

Insurance

Patriot Growth Insurance Services has added Las Vegas-based Capstone Brokerage to its platform, expanding Patriot's property & casualty and employee benefits capabilities and establishing a presence in the Nevada market. Capstone, led by President Mary Thompson, is a rapidly growing independent agency recognized for its workplace culture and has roughly a dozen employees.