Patriot Growth Insurance Services

Undisclosed



Jamieson 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.”

Matt Gardner, CEO

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.