Built to grow.
We partner with high growth agencies to help them achieve new heights.
We provide technology, strategic relationships,
and growth capital to entrepreneurial owners.
You see the opportunity.
You need the infrastructure to seize it.
The Problem(s)
Sound familiar?
Ready to scale but need resources?
You see the opportunity in front of you — new markets, larger accounts, digital capabilities — but you need capital and operational support to get there without overextending.
Want to modernize your operations?
Manual workflows, disconnected systems, and legacy tools are holding you back. You want a partner who brings technology that actually works — not just promises.
Looking for a partner, not a buyer?
You're not looking to sell and walk away. You want a strategic partner who invests alongside you, brings real resources, and lets you keep running the show.
What we offer
What a partnership looks like.
Growth Partnership
A strategic capital partner who invests alongside you, brings technology and operational support, and lets you keep running the show.
Partial Sale
Take some chips off the table while staying involved, retaining your brand and team, and participating in future upside.
Growth Partnership
A strategic capital partner who invests alongside you, brings technology and operational support, and lets you keep running the show.
Partial Sale
Take some chips off the table while staying involved, retaining your brand and team, and participating in future upside.
How we are different
Why partner with us.
Growing an agency takes more than ambition. It takes the right capital, the right technology, and a partner who is genuinely invested in your success.
Growth capital with hands-on support- AI-native technology platform
- You keep your brand and team
- Long-term partnership horizon
- Operational expertise and scale benefits
- M&A advisory and growth planning
Going It Alone
Bootstrapped growth, limited resources- Legacy tools and manual workflows
- Full independence, full burden
- No external timeline pressure
- Learning everything on your own
- No outside perspective
Traditional Private Equity
- Capital with short-term return pressure
- Shared back-office, not purpose-built
- Rebranded and consolidated
- 3–5 year exit cycle
- Institutional playbook, limited flexibility
- Board-level oversight, limited access
- Growth capital with hands-on support
- AI-native technology platform
- You keep your brand and team
- Long-term partnership horizon
- Operational expertise and scale benefits
- M&A advisory and growth planning
Going It Alone
- Bootstrapped growth, limited resources
- Legacy tools and manual workflows
- Full independence, full burden
- No external timeline pressure
- Learning everything on your own
- No outside perspective
Traditional Private Equity
- Capital with short-term return pressure
- Shared back-office, not purpose-built
- Rebranded and consolidated
- 3–5 year exit cycle
- Institutional playbook, limited flexibility
- Board-level oversight, limited access
Our experience shapes
how we serve you.
10+
Years
Insurance, M&A, and agency operations
150+
Acquisitions
National insurance brokerage
~$9B
Deal Value
Total transaction value
Built on a foundation of trust.
"Agent Vista really understands the challenges and pain points of today's local insurance agency owners and employees — they are uniquely positioned to leverage AI to free up the agent's time for more valuable work like engaging directly with customers."
Geoff W.
CTO, Viaffinity
"Agent Vista is changing the M&A game in retail insurance. Eric helped me raise billions in equity and debt financing — helping grow the brokerage to nearly 5,000 employees. This team is positioned well for success."
Brian C.
CFO, Earned
"Eric played a pivotal role in helping transition me out of my previous tech-enabled agency that I founded. He did a great job stepping in quickly to manage the ~20 person team."
Senthil N.
CPO, PlanYear
"Agent Vista really understands the challenges and pain points of today's local insurance agency owners and employees — they are uniquely positioned to leverage AI to free up the agent's time for more valuable work like engaging directly with customers."
Geoff W.
CTO, Viaffinity
"Agent Vista is changing the M&A game in retail insurance. Eric helped me raise billions in equity and debt financing — helping grow the brokerage to nearly 5,000 employees. This team is positioned well for success."
Brian C.
CFO, Earned
"Eric played a pivotal role in helping transition me out of my previous tech-enabled agency that I founded. He did a great job stepping in quickly to manage the ~20 person team."
Senthil N.
CPO, PlanYear
The process
How we get started.
Discovery conversation
An open discussion about your growth ambitions, current challenges, and what the right partnership looks like for you.
Platform assessment
We evaluate your operations, technology stack, and growth opportunities to understand where the platform can create the most impact.
Partnership structure
We design a capital and operating structure that aligns with your goals — no cookie-cutter templates.
Launch & scale
Platform deployment, operational integration, and a long-term growth roadmap built around your agency's specific opportunity.
FAQs
Questions?
Let's talk about growing your agency.
Whether you're ready to explore a partnership or just want to learn more about what's possible, we're happy to have the conversation. No pressure, no obligations.