Patriot is a growth-focused national insurance services firm that partners with employee benefits, and property and casualty agencies across the United States. In its second year of operation, Patriot was ranked in the top-40 largest insurance brokers in the U.S. by Business Insurance Holdings. With over 1,100 employees operating in 85 locations across 18 states and serving over 100,000 clients as of October 2021, Patriot’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. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team.

Investment Details

  • Initial Investment Date: October 2021
  • GI Role: Lead Investor
  • Status: Current

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