M&A TRANSACTION · 2024
Patriot Growth Insurance Services (Capital Raise) acquired by GI Partners / Summit Partners / Morgan Stanley
$500.0M· Insurance Agency
Target
Patriot Growth Insurance Services (Capital Raise)
Fort Lauderdale, FL
Top 25 US insurance broker focused on growth through acquisitions, completed 64 agency partnerships since 2019 founding
Patriot Growth Insurance Services (Capital Raise) acquisition profile →Acquirer
GI Partners / Summit Partners / Morgan Stanley
Private Equity buyer
Disclosed financials at time of acquisition
Revenue
$555.9M
EBITDA
-
Deal Value
$500.0M
What's your insurance agency worth today?
12-input M&A-grade workup with sellability score, named comparable deals, and AI-written commentary. 2 minutes.
- ✓Sellability score with 5-driver breakdown and lift estimates
- ✓Named comparable M&A transactions in your sub-vertical
- ✓AI-written analysis grounded in your specific inputs
Context
This $500.0M acquisition of Patriot Growth Insurance Services (Capital Raise) by GI Partners / Summit Partners / Morgan Stanley sits in the insurance agency sub-vertical. Run a valuation for your own insurance agency business via our Insurance Agency valuation hub. GI Partners / Summit Partners / Morgan Stanley is acquiring as a private equity buyer; see how PE acquirers typically price insurance agency businesses on our Insurance Agency PE buyer-pool page.
Source
Data sourced from Press Release - primary source. All figures reflect disclosed values at the time of the acquisition; no estimated or imputed data. Methodology
Value your own insurance agency
12-input M&A-grade workup with sellability score, named comparable deals, and AI-written commentary. 2 minutes.
- ✓Sellability score with 5-driver breakdown and lift estimates
- ✓Named comparable M&A transactions in your sub-vertical
- ✓AI-written analysis grounded in your specific inputs
Compare your business to the Patriot Growth Insurance Services (Capital Raise) acquisition.
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