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Partners Risk Services

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uuid000riv3

Namestring
Partners Risk Services
Legal namestring
Partners Risk Services, LLC
Websiteurl
partnersrs.com
Company typeenum
Private
Founded yearint
2013
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersDuluth, United States
HQ citystring
Duluth
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
independent insurance agency, commercial insurance brokerage, personal insurance services, group benefits administration, risk management consulting
Industry2 codes
1Commercial Lines Insurance Brokerage
CodeFSAEADABPrimaryYes
2Employee Benefits Brokerage & Consulting
CodeFSAEADACPrimaryNo
NAICS code2 codes
  • Insurance Agencies and Brokerages52421
  • Agencies, Brokerages, and Other Insurance Related Activities5242
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Insurance Brokerage
Social media profiles1 record
Revenue model1 record
1Insurance Commissions
TypeAffiliate Referral
Description

Partners Risk Services generates revenue through commissions paid by insurance carriers for policies placed on behalf of clients. As an independent agency representing multiple carefully selected insurance companies, they earn commission-based compensation from successful policy placements across personal, business, life, and group benefits insurance lines.

partnersrs.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Pricing details1 tier
1Quote-based individualized pricing
ModelOtherBilling cadenceMonthly
Notes

Insurance pricing varies by individual client circumstances, coverage types, risk profiles, and carrier underwriting criteria. Free comparative quotes available from multiple carriers.

partnersrs.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Partners Risk Services is an independent insurance brokerage that places personal, commercial, life, and group benefits insurance policies on behalf of clients by comparing offerings from more than 40 national and regional insurance carriers. The agency earns commissions from carriers for successful policy placements, while also providing risk management consulting, claims advocacy, and policy servicing to individuals, families, and small-to-medium businesses primarily in Georgia and the Southeast U.S.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Partners Risk Services is an independent insurance brokerage operating as part of the Nichols Cauley integrated financial services platform following a January 2026 merger with Nichols Cauley (accounting/advisory) and JGH Consulting (transaction advisory), backed by Madison Dearborn Partners. The company offers a comprehensive portfolio of insurance products organized into four core categories: Personal Insurance (auto, homeowners, renters, flood, boat, motorcycle, and specialty coverage), Business Insurance (general liability, commercial property, workers' compensation, professional liability, and industry-specific coverage), Life Insurance (term, whole, universal life, disability, dental, and long-term care), and Group Benefits (employer-sponsored health, life, disability, dental, vision, FSA, HSA, and 401(k)). The company also provides risk management consulting and operates customer-facing digital platforms including a Vertafore-powered client portal, ePayPolicy online payments, and a comprehensive Policy Service Center for claims, policy changes, and certificate management.

Product and service5 records
1Personal Insurance
CategoryPersonal Insurance
Description

Comprehensive personal insurance coverage including auto, homeowners, renters, flood, earthquake, boat, motorcycle, and valuable items insurance for individuals and families.

2Business Insurance
CategoryCommercial Insurance
Description

Wide-ranging commercial insurance protection covering property, liability, workers' compensation, professional liability, business interruption, commercial auto, commercial umbrella, surety bonds, and industry-specific coverage for small to mid-sized businesses.

3Life Insurance
CategoryLife and Health Insurance
Description

Individual life and health insurance products including term life, whole life, universal life, disability, dental, long-term care, fixed annuities, and mortgage protection insurance for individuals and families.

4Group Benefits
CategoryEmployee Benefits
Description

Employer-sponsored group benefits including health, life, disability, dental, vision, and long-term care insurance, plus tax-advantaged accounts (FSA, HSA) and 401(k) retirement plans.

5Risk Management Consulting
CategoryRisk Management Services
Description

Risk management consulting services provided alongside insurance products to help clients identify and mitigate business and personal risks.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership3 partners
1Insurance Carrier Partners
Strategic tierCoreTypeOthers
Description

Partners Risk Services represents over 40 carefully selected national and regional insurance carriers including AmTrust North America, Amerisafe, Builders Insurance Group, CNA, Chubb, Cincinnati Insurance, Columbia Insurance Group, EMC Insurance, Foremost, Grange, Hanover, Kemper, Liberty Mutual, Mercury, Progressive, Selective, Hartford, Travelers, Zurich, Acuity, Auto-Owners, and many others. These partnerships enable the agency to offer competitive pricing and diverse coverage options.

partnersrs.com
2Georgia Funeral Directors Association (GFDA)
Strategic tierStrategicTypeChannel Partner/ Reseller/ Distributor
Description

Partners Risk Services is a proud partner of the Georgia Funeral Directors Association, providing customized property and casualty insurance coverage solutions for funeral directors across Georgia with excellent rates and comprehensive coverage.

partnersrs.com
3Georgia Alcohol Dealers Association (GADA)
Strategic tierStrategicTypeChannel Partner/ Reseller/ Distributor
Description

Through the combined buying power of the GADA association, Partners Risk Services has negotiated preferred rates and terms for member liquor stores, offering customized insurance solutions including property, liquor liability, flood, and employee dishonesty coverage.

partnersrs.com
Recent move8 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Top-tier brokerage with comprehensive personal, commercial, and employee benefits practices and broad carrier relationships; a comparable broad incumbent benchmarking Partners Risk Services' product breadth.

TypeDirect peer
Description

Texas-based independent insurance brokerage of comparable mid-market size with multi-line personal, commercial, and benefits offerings and similar association-channel GTM; a strong structural comparable for Partners Risk Services.

TypeBroad incumbent
Description

PE-backed mid-market insurance brokerage aggregator active in the Southeast, directly comparable as a competitive and acquisitive counterpart to a small independent agency.

TypeBroad incumbent
Description

Large PE-owned insurance brokerage with extensive commercial and personal lines capabilities; relevant given size, ownership profile, and overlap with multi-line independents in the Southeast.

TypeBroad incumbent
Description

Large publicly traded insurance brokerage with significant Georgia and Southeast operations offering personal, commercial, benefits, and specialty lines; a comparable broader incumbent in the same markets.

TypeDirect peer
Description

Independent insurance, risk management, and wealth management firm operating in the central U.S. with a comparable mix of commercial, personal, and employee benefits brokerage for SMB and mid-market clients.

TypeDirect peer
Description

Independent brokerage with strong employee benefits and commercial practice, relevant given Partners Risk Services' group benefits and association-driven distribution.

TypeDirect peer
Description

Independent insurance and benefits brokerage focused on commercial and personal lines for SMB clients, closely comparable in product mix and go-to-market to Partners Risk Services.

TypeBroad incumbent
Description

Heavily PE-backed insurance brokerage aggregator; relevant as a consolidator that competes with — and frequently acquires — regional independents like Partners Risk Services.

TypeDirect peer
Description

Independent property/casualty and benefits agency similar in size, multi-line breadth, and SMB-focused service model; another directly comparable independent brokerage.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles8 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Partners Risk Services

Insurance Brokeragepartnersrs.com

Partners Risk Services firmographics

Firmographics
Name
Partners Risk Services
Legal name
Partners Risk Services, LLC
Website
https://partnersrs.com
Company type
Private
Founded year
2013
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Partners Risk Services industry classification

Industry
Product category
Insurance Brokerage
NAICS
Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
SIC
Insurance Agents, Brokers & Service (6411)
akta.pro primary industry
Commercial Lines Insurance Brokerage (FSAEADAB)
akta.pro secondary industry
Employee Benefits Brokerage & Consulting (FSAEADAC)

Keywords

  • Independent insurance agency
  • Commercial insurance brokerage
  • Personal insurance services
  • Group benefits administration
  • Risk management consulting

Where Partners Risk Services is headquartered

Location

Headquarters

HQ city
Duluth
HQ country
United States
HQ region
North America

Offices3 records

Markets served

Partners Risk Services business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

  1. Insurance Commissions: Partners Risk Services generates revenue through commissions paid by insurance carriers for policies placed on behalf of clients. As an independent agency representing multiple carefully selected insurance companies, they earn commission-based compensation from successful policy placements across personal, business, life, and group benefits insurance lines.

Pricing tiers

ModelBillingPrice
OtherMonthlyQuote-based individualized pricing

Distribution channels2 records

Marketing channels4 records

Partners Risk Services product offering

Product offering

Core offering

Partners Risk Services is an independent insurance brokerage that places personal, commercial, life, and group benefits insurance policies on behalf of clients by comparing offerings from more than 40 national and regional insurance carriers. The agency earns commissions from carriers for successful policy placements, while also providing risk management consulting, claims advocacy, and policy servicing to individuals, families, and small-to-medium businesses primarily in Georgia and the Southeast U.S.

Product overview

Partners Risk Services is an independent insurance brokerage operating as part of the Nichols Cauley integrated financial services platform following a January 2026 merger with Nichols Cauley (accounting/advisory) and JGH Consulting (transaction advisory), backed by Madison Dearborn Partners. The company offers a comprehensive portfolio of insurance products organized into four core categories: Personal Insurance (auto, homeowners, renters, flood, boat, motorcycle, and specialty coverage), Business Insurance (general liability, commercial property, workers' compensation, professional liability, and industry-specific coverage), Life Insurance (term, whole, universal life, disability, dental, and long-term care), and Group Benefits (employer-sponsored health, life, disability, dental, vision, FSA, HSA, and 401(k)). The company also provides risk management consulting and operates customer-facing digital platforms including a Vertafore-powered client portal, ePayPolicy online payments, and a comprehensive Policy Service Center for claims, policy changes, and certificate management.

Differentiator

Problem solved

Functional benefit

Products and services

  • Personal Insurance Comprehensive personal insurance coverage including auto, homeowners, renters, flood, earthquake, boat, motorcycle, and valuable items insurance for individuals and families.
  • Business Insurance Wide-ranging commercial insurance protection covering property, liability, workers' compensation, professional liability, business interruption, commercial auto, commercial umbrella, surety bonds, and industry-specific coverage for small to mid-sized businesses.
  • Life Insurance Individual life and health insurance products including term life, whole life, universal life, disability, dental, long-term care, fixed annuities, and mortgage protection insurance for individuals and families.
  • Group Benefits Employer-sponsored group benefits including health, life, disability, dental, vision, and long-term care insurance, plus tax-advantaged accounts (FSA, HSA) and 401(k) retirement plans.
  • Risk Management Consulting Risk management consulting services provided alongside insurance products to help clients identify and mitigate business and personal risks.

Companies that use Partners Risk Services

Customer profile

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Partners Risk Services technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Partners Risk Services partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core and strategic.

  • Insurance Carrier PartnerscoreOthersPartners Risk Services represents over 40 carefully selected national and regional insurance carriers including AmTrust North America, Amerisafe, Builders Insurance Group, CNA, Chubb, Cincinnati Insurance, Columbia Insurance Group, EMC Insurance, Foremost, Grange, Hanover, Kemper, Liberty Mutual, Mercury, Progressive, Selective, Hartford, Travelers, Zurich, Acuity, Auto-Owners, and many others. These partnerships enable the agency to offer competitive pricing and diverse coverage options.
  • Georgia Funeral Directors Association (GFDA)strategicChannel Partner/ Reseller/ DistributorPartners Risk Services is a proud partner of the Georgia Funeral Directors Association, providing customized property and casualty insurance coverage solutions for funeral directors across Georgia with excellent rates and comprehensive coverage.
  • Georgia Alcohol Dealers Association (GADA)strategicChannel Partner/ Reseller/ DistributorThrough the combined buying power of the GADA association, Partners Risk Services has negotiated preferred rates and terms for member liquor stores, offering customized insurance solutions including property, liquor liability, flood, and employee dishonesty coverage.

Scale indicators2 records

Recent moves8 records

Expansion highlights6 records

Partners Risk Services competitors and assessment

Company assessment

Broad incumbents

  • USI Insurance Services: Top-tier brokerage with comprehensive personal, commercial, and employee benefits practices and broad carrier relationships; a comparable broad incumbent benchmarking Partners Risk Services' product breadth.
  • Hilb Group: PE-backed mid-market insurance brokerage aggregator active in the Southeast, directly comparable as a competitive and acquisitive counterpart to a small independent agency.
  • Hub International: Large PE-owned insurance brokerage with extensive commercial and personal lines capabilities; relevant given size, ownership profile, and overlap with multi-line independents in the Southeast.
  • Brown & Brown, Inc. Large publicly traded insurance brokerage with significant Georgia and Southeast operations offering personal, commercial, benefits, and specialty lines; a comparable broader incumbent in the same markets.
  • Acrisure: Heavily PE-backed insurance brokerage aggregator; relevant as a consolidator that competes with — and frequently acquires — regional independents like Partners Risk Services.

Direct peers

  • Higginbotham: Texas-based independent insurance brokerage of comparable mid-market size with multi-line personal, commercial, and benefits offerings and similar association-channel GTM; a strong structural comparable for Partners Risk Services.
  • IMA Financial Group: Independent insurance, risk management, and wealth management firm operating in the central U.S. with a comparable mix of commercial, personal, and employee benefits brokerage for SMB and mid-market clients.
  • Holmes Murphy & Associates: Independent brokerage with strong employee benefits and commercial practice, relevant given Partners Risk Services' group benefits and association-driven distribution.
  • OneGroup: Independent insurance and benefits brokerage focused on commercial and personal lines for SMB clients, closely comparable in product mix and go-to-market to Partners Risk Services.
  • SterlingRisk: Independent property/casualty and benefits agency similar in size, multi-line breadth, and SMB-focused service model; another directly comparable independent brokerage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Partners Risk Services social profiles

Digital presence

Partners Risk Services financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Partners Risk Services leadership team

Management profile

Number of profiles

Profiles8 records

Partners Risk Services funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Partners Risk Services M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Partners Risk Services

What does Partners Risk Services do?

Partners Risk Services is an independent insurance brokerage that places personal, commercial, life, and group benefits insurance policies on behalf of clients by comparing offerings from more than 40 national and regional insurance carriers. The agency earns commissions from carriers for successful policy placements, while also providing risk management consulting, claims advocacy, and policy servicing to individuals, families, and small-to-medium businesses primarily in Georgia and the Southeast U.S.

Is Partners Risk Services a public or private company?

Partners Risk Services is a private company. It is classified as private equity controlled and is currently operating.

When was Partners Risk Services founded?

Partners Risk Services was founded in 2013. It employs 11 to 50 people.

Where is Partners Risk Services based?

Partners Risk Services is headquartered in Duluth, United States, in the North America region.

How does Partners Risk Services make money?

One revenue line is on record: insurance Commissions.

Who are Partners Risk Services's main competitors?

Broad incumbents on record are USI Insurance Services, Hilb Group, Hub International, Brown & Brown, Inc. and Acrisure. Direct peers are Higginbotham, IMA Financial Group, Holmes Murphy & Associates, OneGroup and SterlingRisk.

Does Partners Risk Services have an API?

No public API is recorded for Partners Risk Services.

What industry is Partners Risk Services in?

Partners Risk Services's product category is Insurance Brokerage. Its primary akta.pro industry code is FSAEADAB, Commercial Lines Insurance Brokerage, with a secondary code of FSAEADAC, Employee Benefits Brokerage & Consulting. Its NAICS code is 52421 and its SIC code is 6411.

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Live signals
CPA TrendlinesPE Deal Tracker Update: Alan Whitman Plants a Flag in the Private Equity LandscapeFormer Baker Tilly US CEO Alan Whitman has taken the helm of a newly capitalized financial services platform formed through the merger of Nichols Cauley (a Georgia-based CPA firm with approximately $48.7 million in revenue and 200 employees), Partners Risk Services, and JGH Consulting (adding approximately $10.5 million in transaction advisory revenue), backed by Chicago-based private equity firm Madison Dearborn Partners. The formation represents Madison Dearborn's first recorded accounting transaction and positions Whitman to build a multi-disciplinary advisory platform targeting Southeast expansion within the mid-market revenue band of $20–75 million. The tracker data shows January 2026 recorded over 25 private-equity-backed accounting transactions—nearly a third of all 104 deals recorded for 2025—illustrating the accelerating pace of PE consolidation in the professional services sector.Insurance JournalThree Atlanta Firms Merge, Offering Range of Insurance and Financial ServicesThree Atlanta-based firms — Partners Risk Services, Nichols Cauley, and JGH Consulting — have completed a merger to form a combined enterprise offering expanded insurance and financial advisory services for small and medium-sized businesses, backed by a significant investment from Chicago-based private equity firm Madison Dearborn Partners. Alan Whitman, formerly of Baker Tilly, has been appointed CEO of the combined entity, with Joe Thompson and Todd Giddens leading risk management and operations respectively. The merged enterprise has outlined growth plans targeting 2026.Pulse 2.0Nichols Cauley, Partners Risk Services, And JGH Consulting Merge To Form Integrated Financial Services PlatformNichols Cauley has agreed to merge with insurance brokerage Partners Risk Services and transaction advisory firm JGH Consulting to create an integrated financial services platform serving small and midsize businesses, entrepreneurs, and family-owned companies with accounting, tax, audit, insurance, and transaction advisory services. The combined platform will be backed by a strategic growth investment from Madison Dearborn Partners, a Chicago-based private equity firm, with initial expansion planned across the Southeast U.S. and beyond. The transaction is expected to close in the first quarter of 2026, with former Baker Tilly U.S. CEO Alan Whitman appointed as CEO alongside continued leadership from all three merging firms.YahooNichols Cauley, Partners Risk Services and JGH merge to form new platformNichols Cauley, Partners Risk Services, and JGH Consulting have announced a merger to create a new integrated platform offering accounting, insurance, and transaction advisory services for small and mid-sized businesses. Madison Dearborn Partners, a Chicago-based private equity firm, is providing growth investment to support the combined business. The transaction is expected to close in the first quarter of 2026, with current leaders Todd Giddens, Joe Thompson, Greg Hicks, and Alan Whitman assuming executive roles in the new platform.CoveragerNichols Cauley unifies accounting, insurance, advisory in Madison Dearborn-backed platformNichols Cauley has merged with insurance brokerage Partners Risk Services and transaction advisory firm JGH Consulting to form a new integrated financial services platform backed by private equity firm Madison Dearborn Partners. The combined entity will offer accounting, tax, audit, insurance, and transaction advisory services to privately held small and midsize businesses, entrepreneurs, and family-owned companies across the Southeast U.S. Alan Whitman has been appointed CEO of the new platform, with Todd Giddens serving as COO and Joe Thompson leading risk management and insurance services.International Accounting BulletinNichols Cauley, Partners Risk Services and JGH merge to form new platformNichols Cauley, an accounting and advisory practice, is merging with insurance brokerage Partners Risk Services and transaction advisory firm JGH Consulting, with growth investment from private equity firm Madison Dearborn Partners. The combined platform will offer integrated accounting, insurance, and transaction advisory services to small and mid-sized businesses, entrepreneurs, and family-owned companies. The transaction is expected to close in the first quarter of 2026, with existing leadership assuming new roles across the platform.Inside Public AccountingNichols Cauley, Partners Risk Services and JGH Consulting MergeAtlanta-based accounting firm Nichols Cauley has announced a merger with Partners Risk Services and JGH Consulting, backed by a strategic growth investment from Madison Dearborn Partners, to create an integrated financial services platform. The combined entity will offer accounting, tax, audit, insurance and transaction advisory services to privately held small and midsize businesses, entrepreneurs and family-owned companies. The transaction is expected to close in Q1 2026, after which Nichols Cauley will operate under an alternative practice structure.CPA Practice AdvisorNichols Cauley Makes Deals to Launch Financial Services PlatformNichols Cauley launched a new financial services platform after completing mergers with Partners Risk Services and JGH Consulting, with outside capital from Madison Dearborn Partners. The platform unites accounting, insurance, and transaction advisory services and aims to serve private businesses and entrepreneurs in the Southeast U.S.AccountingtodayNichols Cauley partners on multiservices platformNichols Cauley, an accounting and advisory firm based in Dublin, Georgia, announced a private-equity backed merger with insurance brokerage Partners Risk Services and transactions advisory firm JGH Consulting to create a multiservices platform. Supported by Madison Dearborn Partners, the deal is expected to close at the end of the first quarter and aims to provide integrated financial services to small and midsized businesses across Georgia and the Southeast US.Business Wire BlogNichols Cauley, Partners Risk Services, and JGH Consulting Merge to Establish New Platform in Partnership with Madison Dearborn PartnersNichols Cauley, a leading Georgia-based accounting and advisory firm, announced a transformative merger with insurance brokerage Partners Risk Services and transaction advisory firm JGH Consulting, establishing a unified platform offering accounting, tax, audit, insurance, and transaction advisory services to privately held small and midsize businesses. The combined entity received a strategic growth investment from Madison Dearborn Partners, a Chicago-based private equity firm with over $36 billion in aggregate capital, to support growth, broaden service offerings, and expand geographic reach. Alan Whitman, former CEO of Baker Tilly U.S., has been appointed as CEO of the new platform, with the transaction expected to close in Q1 2026.