Corporate Finance US, LLC (“Jamieson”) is pleased to announce that it has advised
Matt Gardner, CEO and 30-year insurance distribution industry veteran, and his
team at Patriot Growth Insurance Services, LLC (“Patriot”).
Gardner, with financial backing from growth equity investor Summit Partners, formed the Patriot platform as a collaborative, growth-orientated model allowing partner agencies to operate autonomously while benefiting from the combined resources, strength and experience of a national organization.
Patriot’s initial platform creates a new national retail insurance agency in collaboration with 17 independent insurance agencies and with TRUE Network Advisors (“TRUE”). With 21 offices in 7 states, Patriot is a top-60 U.S. privately held insurance agency that also ranks in the top-20 amongst privately held employee benefits agencies.
“We are building the company that I’ve always wanted to work for. Patriot is committed to partnering with like-minded entrepreneurs that share our vision of creating a world-class agency focused on operational excellence and a relentless pursuit of growth – both organically and through thoughtful, highly selective acquisitions,” said Matt Gardner.
In addition to Matt Gardner, Patriot’s national leadership team includes Chief Acquisition Officer Jay Grevers and Senior Vice President of Mergers & Acquisitions Steve Carroll, both of whom bring a unique blend of transactional and operational experience in the insurance industry.
Jamieson Corporate Finance assisted Patriot’s management team from day one. “It was an exciting opportunity to work with Matt and the Patriot team. We helped Patriot to find the right partner for the realization of Matt’s vision,” said John Greenland, Managing Partner of Jamieson Corporate Finance US, LLC. “Matt and the team at Summit hit it off early on – there was clearly a meeting of minds.”
About Jamieson Corporate Finance
Jamieson is a global, independent, advisory business focussed on representing management teams in their negotiations with financial investors as part of capital-event driven transactions, such as their incentive plans. The firm, founded in 2005 and head-quartered in London, also has offices in New York, Madrid and Frankfurt. The team has advised on over 400 transactions across the globe.
About Patriot Growth Insurance Services
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot’s collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. For more information, please visit www.patriotgis.com.