Private Equity in the Independent Agency System

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Private Equity is rapidly reshaping the independent agency landscape—are you ready for the impact?

Join us for a powerful and timely webinar that pulls back the curtain on PE’s growing influence in the insurance industry. Discover why private equity is aggressively targeting independent agencies, how it's driving up valuations, accelerating M&A activity, and transforming traditional business models. We’ll dive into the real risks for your clients, your community, and your carrier relationships—and what it all means for the future of your agency. Whether you're considering a PE deal or just want to stay competitive, this is the insider knowledge every agent and agency leader needs.

Jeff Smith

Chief Executive Officer

Ohio Insurance Agents Association

Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.

Jeff Yamin

Vice President, Corporate Development

One Digital

Jeff is responsible for developing relationships with partner firms. He works closely with principals and owners to help them understand their options to enhance their businesses and drive growth. In his 20+ year tenure with the company Jeff has developed hundreds of relationships with firms across the country.

Jeff began his career in the financial services industry as a representative and wealth management consultant with Edward Jones and Merrill Lynch. He graduated from Bentley University in Waltham, MA with a Bachelor of Science degree in Finance, and minor in CIS

Jeff Mason

Chief Executive Officer

Tropolis Insurance

Jeff Mason is Chief Executive Officer of Tropolis Insurance, a private equity backed platform uniting independent agencies with shared ownership, modern technology, and centralized resources to drive growth while preserving local relationships. With more than 20 years of experience founding, scaling and leading insurance and Insurtech organizations, he brings deep expertise in agency leadership, enterprise sales and building high growth teams.

Jeff Michael

BHMS

Prior to joining BHMS, Jeffrey was a Manager at Ernst & Young within their consulting practice, specializing in Strategy & Business Transformation. At EY, Jeffrey helped his clients realize long-term value and excelled in delivering operational excellence on challenging global engagements within the financial services space. As a strategic advisor, Jeffrey has a proven history of leading teams to solve complex issues and has a robust background in strategic realignment, performance improvement and client relations