B.H. Burke & Co.

What B.H. Burke & Co. does

B.H. Burke & Co., Inc. (BHBCo) is a privately held, Connecticut-based professional-services firm founded in 1983 by Brian H. Burke. The firm provides business-valuation and consulting services exclusively to independent insurance agencies and brokerages, with stated service coverage spanning the United States, Canada, and Mexico. Its core offering is ASA-certified business appraisal for purposes including transactions, tax, ESOPs, partner buy-sell agreements, litigation, and business planning, delivered alongside five complementary consulting services: perpetuation/succession planning, M&A advisory, producer and owner compensation design, profitability and productivity analysis, and the trademarked BHBCoVisioningSM strategic-planning methodology.

The firm runs a sales-led, direct-engagement go-to-market. Services are project-based and customized per client, ranging from full certified appraisal reports to streamlined planning presentations, priced on a quote basis under multi-year contracts. BHBCo functions as a financial advisor and deal engineer in agency acquisitions, mergers, and clusters, representing both sellers and buyers and acting as multi-party facilitator — a positioning evidenced by 2024-2026 transactions involving King Risk Partners, Ensurise, Hilb Group, World Insurance Associates, NFP, Alera Group, Patriot Growth, Cross Insurance, HUB International, and Smith Brothers Insurance, among others. The team listed on the staff page totals seven professionals, including ASA-certified appraisers and CPCU-credentialed consultants with prior operating experience at major carriers and brokerages. The firm has no external funding, no parent company, and no disclosed financial metrics.

BHBCo's moat rests on credentialed talent (ASA and CPCU designations), proprietary methodology (BHBCoVisioningSM), 40+ years of niche-specific reputation, and an accumulated dataset on agency economics and producer compensation across hundreds of engagements. Its referral pipeline is structurally reinforced by Brian H. Burke's directorship of InsurBanc, the federally chartered insurance-agency lender. Strategic activity since 2024 has been limited to a single senior M&A hire (Brian Henson, Managing Director) and a steady cadence of advisor roles on agency consolidation transactions; the firm has not raised capital, launched technology products, or expanded beyond its North-American footprint.

Name

B.H. Burke & Co.

Legal name

B. H. Burke & Co., Inc.

Website

https://bhbco.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

B.H. Burke & Co., Inc. is a Connecticut-based consultancy providing ASA-certified business valuations and advisory services — including M&A, perpetuation planning, and compensation design — to independent insurance agencies across North America.

Ownership category

akta.pro rank

Headquarters

HQ city

Cheshire

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, Others

Revenue model

1. Consulting Services: BHBCo generates revenue through professional consulting and business valuation fees. Services are customized to client needs and include business valuation (full certified reports to planning presentations), perpetuation planning, mergers & acquisitions advisory, producer & owner compensation design, profitability & productivity analysis, and strategic visioning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

B.H. Burke & Co. (BHBCo) is a consulting firm that delivers business valuation and advisory services to independent insurance agencies and brokerages. Its offering spans six practice areas: business valuation (certified appraisals), perpetuation/succession planning, BHBCo VisioningSM strategic facilitation, mergers and acquisitions advisory, producer and owner compensation design, and profitability and productivity analysis. Services are sold as customized, project-based engagements to agency principals and ownership groups across the United States, Canada, and Mexico.

Product overview

B.H. Burke & Co. (BHBCo) is a consulting firm, not a software product company. The firm offers a portfolio of six specialized consulting/advisory services for independent insurance agencies: Business Valuation (certified appraisals for various purposes), Perpetuation Planning (succession/transitions), BHBCo VisioningSM (strategic planning facilitation), Mergers & Acquisitions (deal advisory), Producer & Owner Compensation (incentive design), and Profitability & Productivity Analysis (operational efficiency). These are standalone professional services that do not constitute a unified software platform or product suite.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuation

Quantifiable outcome

• Profit targets: agencies need a '6-handle' (60s) personnel-expense ratio with core profit in low-to-mid teens and EBITDA margins in mid-20s
• +1 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• The Jacobson Group: Insurance-industry-focused consulting and executive search firm. While best known for talent acquisition, the firm's consulting and M&A-adjacent practices overlap with BHBCo's strategic-advisory work for insurance agencies.

Direct peers

• MarshBerry (Marsh McLennan Agency): The largest dedicated provider of merger & acquisition advisory, valuation, perpetuation planning, and consulting services to insurance agencies and brokerages — directly competing with BHBCo in the same independent-agent M&A and valuation niche.
• Optis Partners: Independent insurance agency M&A advisory and consulting firm providing investment banking-style services to buyers, sellers, and merger partners — directly comparable to BHBCo's M&A and valuation offering.
• Insurance Marketing & Management Group (IMM Group): Insurance agency growth, perpetuation, and M&A consulting firm serving independent agents with strategic planning and transaction advisory services highly comparable to BHBCo's service mix.

Others

• ReSource Pro: Provides insurance industry operational consulting, BPO, and analytics services to carriers and agencies. Not a direct M&A/valuation competitor, but operates in the same insurance-advisory ecosystem and addresses the same client organizations.
• InsurBanc: Federally chartered savings bank specializing in lending to insurance agencies — a long-standing strategic partner of BHBCo via Brian H. Burke's board seat. It is not a consulting competitor but is a deeply intertwined ecosystem participant.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/bhbco

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about B.H. Burke & Co.