Culpeper Insurance Partners, LLC (an affiliate of Culpeper Capital, LLC) was established in 2022 to purchase and operate independent insurance agencies and brokerage firms, typically in partnership with their former owners.  We seek to be an owner / investor in insurance firms where the current owners are looking for a perpetuation strategy for their business and a liquidity event involving the sale of some of their equity.  Ideally, we look for partnership opportunities where we can bring capital, deeper resources, scale and expertise to help insurance firms greatly expand the value of their business and thereby, increase their equity sale proceeds over time.  The principals of Culpeper have transacted more than 100 acquisitions of various sizes and complexity since 2002.

 

We are well capitalized and you should care.  This is critically important to your future because it isn't just about getting the highest possible purchase price multiple for your firm.  You need a partner that has the ability to pay and meet its present and future financial obligations to you under any deal structure that is negotiated.  At Culpeper, we understand how critical our ability to pay is to your security.  We realize that you can't come out of retirement or have to try to reclaim your business after you've sold it because an acquirer doesn't have the capital to pay you.   We have the ability to pay in cash, if this is the desired method.  In addition, we have access to substantial financing and if necessary, we can provide letters of credit for your security.  Culpeper is supported by some of the largest and most prominent private equity partners in the country with hundreds of millions to invest.

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Our Mission:

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We seek to offer independent agencies a different model for monetizing their equity in their agency by entering into a partnership with Culpeper.  Our agency and brokerage partners choose us because we offer an alternative to simply being absorbed and changed by large national brokers or just part of an impersonal transaction by large agency private equity aggregators.  We value and foster the unique entrepreneurship that made the agency successful in the first place and offer our partners the autonomy to continue running the business using our capital, tools, and help.  We can assist with their succession plans and help them scale their business much faster than they could have on their own. 

 

Our Culture:

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• We are profit focused but, take a long-term view.

• Delivering superior customer service and caring about clients is fundamental to our sales success.

• Relationships and people matter. Your company's culture is also an asset we are buying so it must continue and become a part of ours.

• Ethics and professionalism - ours and yours- are non-negotiable.  We do things the right way, even when the right way is much more difficult or less profitable.