Patriot Growth Insurance Services

What Patriot Growth Insurance Services does

Patriot Growth Insurance Services is a national insurance brokerage platform headquartered in Fort Washington, Pennsylvania, that delivers Property & Casualty, Employee Benefits, Personal Insurance, and specialty vertical coverage (Aviation, Construction, Cyber, Transportation, Marine, Premier Client) through a partner-agency distribution model. Founded in 2019 and backed by private equity sponsors GI Partners and Summit Partners, the company has scaled to 160+ locations across 29 states with 2,100–2,200 employees, ranking as the 25th-largest insurance broker in the United States by Business Insurance magazine. The firm combines localized client service via regional presidents and partner agencies with centralized carrier access, back-office infrastructure (HR, IT, accounting, compliance), and a $500 million debt facility used to fund acquisitions and organic expansion.

The company generates revenue primarily through insurance brokerage commissions on placed and renewed policies across its three core lines and specialty verticals, supplemented by professional services fees for consulting engagements including cybersecurity program design, OSHA services, and HR consulting. GTM is sales-led and field-based: regional presidents and local consultants execute enterprise and mid-market sales across geographies, supported by national-account teams that coordinate multi-state coverage. Distribution is anchored in the partner-agency network, where acquired or partnered agencies retain local brand identity while integrating into Patriot's national carrier relationships, shared operating platform, and cross-agency collaboration.

Operationally, Patriot is executing a PE-style roll-up: it acquires or partners with independent agencies (recent examples include Olde Liberty Insurance, Morse Insurance Agency, JM Brassill Group), layers centralized technology, M&A enablement, and people-operations functions under recent CIO, CPO, and SVP Operations hires, and is actively building dedicated national practices for fast-growing lines such as Cyber Risk and Employee Benefits. The company's May 2026 rebrand and formal CEO appointment of John Galaviz mark a transition from federation-of-agencies to a unified national platform, while the June 2026 lawsuit against a former producer highlights producer-level retention risk inherent to brokerage economics.

Name

Patriot Growth Insurance Services

Legal name

Patriot Growth Insurance Services, LLC

Website

https://patriotgis.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Patriot Growth Insurance Services is a PE-backed national insurance brokerage delivering Property & Casualty, Employee Benefits, Personal Insurance, and specialty coverage through 160+ partner agencies across 29 states, ranking as the 25th-largest U.S. broker.

Ownership category

akta.pro rank

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Brokerage Commissions: Patriot earns commissions from insurance carriers for placing and renewing policies across Property & Casualty, Employee Benefits, and Personal Insurance lines. Commissions are typically a percentage of premium and represent the primary revenue stream.
2. Consulting & Professional Services: Fees for consulting services including cybersecurity program design, OSHA professional services, HR consulting, and compliance tools and resources provided to clients.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Patriot Growth Insurance Services is a national insurance brokerage that places and services commercial Property & Casualty, Employee Benefits, Personal Insurance, and specialized industry coverage (aviation, construction, cyber, transportation, marine, habitational, non-profit) through a network of 160+ local partner agency locations across 29 states. Revenue is generated through carrier commissions and consulting fees, with partner agencies retaining local brand identity while leveraging Patriot's national carrier access, operational infrastructure, and M&A capital.

Product overview

Patriot Growth Insurance Services operates as a national insurance brokerage platform offering a comprehensive portfolio of Property & Casualty, Employee Benefits, and Personal Insurance products and services. The company operates through a network of partner agencies and offers specialized industry vertical practices including Aviation, Construction, Cyber Risk & Liability, Transportation, and Premier Client services. The platform provides scalable resources, technical expertise, and market access to support clients across 29 states through approximately 160+ locations with over 2,100 professionals. Core offerings include commercial risk management, employee benefits consulting, personal insurance, and specialized coverages for high-value individuals and complex business risks.

Differentiator

Problem solved

Functional benefit

Products and services

• Property & Casualty Insurance Full-spectrum commercial risk management solutions covering commercial auto, cyber liability, excess/umbrella coverage, industry-specific consulting, inland marine, property & general liability, risk assessment, surety & bonding, and workers' compensation for businesses across industries.
• Employee Benefits Comprehensive employee benefits consulting for employers including alternative risk funding, benefits administration, captives, executive benefits, FSA, group employee benefits, HRA/HSA services, individual life & health, Medicare, payroll support, retirement planning, self-funding, third-party administration, voluntary benefits, and wellness programs.
• Personal Insurance Tailored personal coverage solutions for individuals and families including home & property, auto & recreational vehicles, umbrella liability, aircraft, watercraft, jewelry & collections, and flood & specialty coverage.
• Consulting & Other Services Strategic support services including compliance tools, cybersecurity program design, human resources consulting, and OSHA professional services that complement insurance programs for clients.
• Aviation Insurance Specialized coverage for aircraft operations, charter services, and aviation infrastructure including airport liability, drones, flight schools, FBOs, hangars, helicopters, corporate jet fleets, personal aircraft, and warbird aircraft.
• Construction Insurance End-to-end protection for contractors, developers, and construction firms covering commercial auto, cyber liability, employee benefits, environmental liability, excess/umbrella, general liability, property/equipment, self-funding, surety, and workers' compensation.
• Cyber Risk & Liability Insurance Advanced protection against cyberattacks, data breaches, and system interruption including business interruption coverage, continuous risk monitoring, cyber liability coverage, human error and social engineering protection, ransomware response, and regulatory support. One of Patriot's fastest-growing verticals.
• Premier Client Insurance High-net-worth personal insurance solutions covering aircraft, automobiles, classic vehicles, cyber, flood, excess/umbrella liability, high-value homes, pet insurance, recreational marine, travel, and valuables through exclusive private-client carriers.
• Transportation Insurance Comprehensive coverage for fleets, logistics, and commercial carriers including coverage for escort vehicles, expedited loads, and specialized transport operations.
• Habitational Insurance Insurance for multi-family housing, HOAs, and residential portfolios.
• Marine Insurance Insurance for marine logistics, vessels, and water-based operations.
• Non-Profit Insurance Insurance for mission-driven operations, governance, and volunteer activities.
• P&C Alternative Risk Alternative risk programs including captives and tailored financing for commercial clients.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered minor.

• Morse Insurance AgencyminorStrategic or Co-development Partner · 17 March 2026Family-led property and casualty agency headquartered in North Easton, Massachusetts, became a platform agency within Patriot's national network in March 2026, maintaining existing leadership while gaining access to Patriot's expanded resources and growth capabilities.
• JM Brassill GroupminorStrategic or Co-development Partner · 4 November 2025New York-based employee benefits advisory firm partnered with Patriot in November 2025 to expand Patriot's employee benefits and consulting capabilities in the New York market, leveraging JM Brassill's consulting and technology platforms.
• Koverage Insurance GroupminorStrategic or Co-development Partner · 19 January 2023Koverage Insurance Group, a Connecticut agency owned by Patriot Growth, provided support for the acquisition of Olde Liberty Insurance. Koverage offers various insurance services across multiple states.
• Olde Liberty InsuranceminorStrategic or Co-development Partner · 19 January 2023Wethersfield-based insurance provider acquired by Patriot Growth in January 2023, with support from Koverage Insurance Group. Olde Liberty provides personal and commercial insurance and will expand its services through the partnership with Patriot's network.
• The Safegard GroupminorStrategic or Co-development Partner · 15 December 2021Media, PA-based independent insurance agency partnered with Patriot in December 2021 to strengthen property & casualty and employee benefits brokerage capabilities and expand into the Philadelphia region.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Hub International: One of the largest North American insurance brokerages with a regional-office and partner-agency model spanning P&C, Employee Benefits, and Personal Lines — a comparable mid-to-large PE-backed brokerage.
• Alliant Insurance Services: Specialty-focused national insurance brokerage with diversified P&C, Employee Benefits, and surety offerings — comparable product mix and acquisition-driven growth.
• Risk Strategies: PE-backed national specialty insurance brokerage with deep niche practices (including aviation, marine, cyber, construction, and private client) — directly comparable specialty-vertical strategy.
• USI Insurance Services: PE-backed national insurance brokerage and consulting firm offering P&C, Employee Benefits, Personal Lines, and specialty practices — closely comparable in product breadth and partner-agency structure.
• Acrisure: PE-backed (and now public) insurance brokerage built through aggressive M&A across commercial, personal, and specialty lines — directly comparable roll-up strategy and scale.
• AssuredPartners: PE-backed national insurance brokerage operating a partner-agency model across P&C, Employee Benefits, and Personal Lines — directly comparable to Patriot's strategy, scale, and acquisition playbook.

Broad incumbents

• Brown & Brown: Large publicly traded national insurance brokerage with similar P&C, Benefits, and Personal Lines offerings and a long-running acquisition strategy — comparable as a broader incumbent in the same category.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with extensive P&C, Benefits, and consulting capabilities — a broad incumbent competing across Patriot's full product set at larger scale.
• Marsh McLennan: Largest global insurance broker (Marsh) and benefits consulting firm (Mercer) — a broad incumbent comparable in product breadth, though operating at significantly larger scale.

Emerging players

• BroadStreet Partners: Insurance brokerage platform backed by Hg Capital that acquires and operates partner agencies across North America — a comparable PE-backed roll-up model at slightly earlier scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/patriot-growth-insurance-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles28 records

Subsidiaries3 records

Funding overview

Funding rounds5 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A12 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Patriot Growth Insurance Services