M&A Deal Summary

Patriot Growth Partners Acquires Legacy Insurance Solutions

On July 15, 2025, Patriot Growth Partners acquired insurance company Legacy Insurance Solutions

Acquisition Highlights
  • This is Patriot Growth Partners’ 14th transaction in the Insurance sector.
  • This is Patriot Growth Partners’ 14th transaction in the United States.
  • This is Patriot Growth Partners’ 7th transaction in Florida.

M&A Deal Summary

Date 2025-07-15
Target Legacy Insurance Solutions
Sector Insurance
Buyer(s) Patriot Growth Partners
Deal Type Add-on Acquisition

Target

Legacy Insurance Solutions

Tallahassee, Florida, United States
Legacy Insurance Solutions offers in-depth coverage for Personal Insurance for high-net-worth clients, prime solutions for businesses, and customized group coverage. Legacy Insurance Solutions was founded in 2011 and is based in Tallahassee, Florida.

Search 214,238 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

Patriot Growth Partners

Ft. Washington, Pennsylvania, United States

Category Company
Founded 2019
Sector Insurance
DESCRIPTION

Patriot Growth Partners is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. The company's collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. It creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. Patriot Growth Partners was founded in 2019 and is based in Ft. Washington, Pennsylvania.


DEAL STATS #
Overall 14 of 14
Sector: Insurance M&A 14 of 14
Type: Add-on Acquisition M&A Deals 14 of 14
State: Florida M&A 7 of 7
Country: United States M&A 14 of 14
Year: 2025 M&A 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-06-11 Clauss & Co

Buffalo, New York, United States

Clauss & Co. is an independent insurance agency offering personal and business insurance services. Clauss & Co. was founded in 1919 and is based in Buffalo, New York.

Buy -