From Podcast to Pipeline: Co-Founder Brandon Wolfe sits down with The Insurance Dudes

08/25/2025

Co-Founder Brandon Wolfe recently joined The Insurance Dudes podcast for a candid conversation on what makes insurance such an investable and strategic sector and how we're approaching opportunities in this space. The conversation clearly resonated—we've been hearing from agency owners eager to scale.

In the episode, Brandon talks frankly about:

       ✅ Why insurance offers compelling opportunities for long-term, capital-efficient growth.

       ✅ The characteristics we look for in agency leaders (spoiler: people first, numbers second).

       ✅ Our no-playbook "playbook" for partnering with founders to scale without losing the culture and client trust that made them successful.

The feedback has been clear: agency owners are hungry for capital partners who understand their business, respect their legacy, and have the resources to help them grow.

Brandon also discusses:

  • The private equity "sweet spot" for insurance agencies;
  • How "getting a little bit better every day" is the recipe for long-term growth;
  • Why trust will matter more than ever in the A.I. age;
  • His advice for agencies trying to build a category killer: KEEP GOING.


Watch the full conversation here: https://lnkd.in/e8p5yMPQ

And, if you're an agency owner thinking about growth, succession, or simply exploring options, we'd love to talk.

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