We combine deep insurance industry expertise with modern technology to create a unique acquisition and growth model. Our advantage is building the next industry defining growth platform with AI from the ground up, with hands on learning.
Our Foundation
We bring operational excellence and efficiency improvements that help agencies scale without proportional cost increases.
Our proprietary software suite automates back-office functions and enhances customer experience through AI-powered tools.
We provide financial expertise and capital to support acquisition and organic growth initiatives.
Our experienced team guides strategic acquisitions and integrations that create value for all stakeholders.
We accelerate growth through technology enablement, market expansion, and customer success initiatives.
How We Work
Unlike traditional private equity, we view our acquisitions as long-term partnerships. We invest in your success by providing:
Access to our technology platform and AI-powered tools
Operational support and best practice sharing
Access to capital for growth and acquisitions
Strategic guidance from our network of veteran industry advisors
Finding the Right Fit
We seek partnerships with brokerages and agency owners who share our vision for the future of insurance, where cutting-edge technology amplifies human expertise rather than replaces it.
Our ideal partners believe in the transformative potential of AI and modern software to unlock growth, improve efficiency, and deliver exceptional client outcomes. We're looking for leaders who want to be active participants in building something extraordinary, not passive sellers looking for an exit.
We offer sellers the opportunity to retain meaningful equity ownership in Sagent, aligning our success with yours. This partnership structure ensures you benefit from the collective growth of the entire platform, not just your individual agency.
If you believe in the power of technology to transform insurance operations and want to be part of building the future alongside us, we'd love to explore a partnership.