Jamieson is pleased to announce that it has advised the management team of Patriot Growth Insurance Services, LLC on the majority investment in the business from GI Partners. The previous majority owner, Summit Partners, will retain a minority stake going forward.
This represents the second mandate to advise Founder Matt Gardner and his team having assisted on the original capital raise which completed in January 2019.
Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. In its second year of operation, Patriot was ranked in the top-40 largest insurance brokers in the U.S. by Business Insurance. With over 1,100 employees operating in 85 locations across 18 states, Patriot’s collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team.
“The team at Jamieson has been a valuable resource to Patriot management since we first met in late 2016,” said Matt Gardner, Founder and CEO of Patriot. “From conception of the business through this successful recapitalization, John Greenland, Evan Alper, Ian Rosamilia and many others at Jamieson have delivered unmatched expertise and creativity in helping Patriot’s management achieve our goals. They are truly world-class advisors.”
Matt Gardner, CEO
John Greenland and Ian Rosamilia advised Matt Gardner (CEO) and his management team on their reinvestment into the new structure and the terms of the new MIP.
Jamieson Corporate Finance US, LLC is a member of FINRA/SIPC
