Fortifying the independent insurance distribution market without Private Equity overreach.
Why independent insurance? Entrepreneurs perform at the highest level when calling their own shots; they know their business and all of their unique competitive advantages. They don’t need PE meddling in their business and they don’t want to be sold to an existing player and lose their purpose.
The industry needs a thriving independent community to ensure a healthy dynamic market.
Autonomy Investment Partners is a dedicated investment fund, created to invest in high-quality independent self-guided insurance distribution businesses (“Investment Partners”) including retail, wholesale, MGAs and binding authorities.
Our differentiated approach is the focus on independent insurance distribution and support with our team of experienced insurance distribution operators. We are not a group of inexperienced novices trying to understand the insurance distribution space. The team is led by seasoned insurance executives who previously built various insurance distribution firms in retail, wholesale and programs including most recently, XPT Group, a $1B+ GWP specialty insurance platform. The team brings a proven track record of value creation through acquisition, organic growth, and operational enhancement.
We partner with local agencies while allowing the original agency owners to retain full operational control (autonomy) and the ability to make their own decisions. Our approach provides agencies with resources when desired from a network without forcing a loss of independence or creative control, fostering a collaborative and mutually beneficial relationship.
Key Aspects of Autonomy and Agency in Partnership
- Maintaining Operational Control: The primary goal is to enable local agencies to continue operating as they always have, with the original owners and leadership in charge of day-to-day functions.
- Shared Resources and Support: Autonomy Investment Partners offers access to a larger support system, capital, and potentially other resources, which can help agencies grow and thrive without compromising its local identity.
- Preserving Identity and Culture: The partnership model seeks to integrate agencies into a larger network while ensuring their unique culture and decision-making processes are respected.
- Empowering Local Leadership: The local agency leaders retain the ability to set their own goals and make choices aligned with their values, rather than having decisions dictated by an external partner.
- Collaborative Growth: The “partner” role involves supporting the agency’s success rather than imposing top-down directives, creating a relationship where both parties work together towards common objectives.
The Fund will focus on:
- Investments in high-performing insurance distribution companies.
- Backing producer teams and roll-ups with established books of business
- Strategic insurtech investments that enhance distribution capabilities