Vantage Ethos


To build a differentiated partnership model that provides true alignment for our business partners over the long-term.

We take a different and long-term view on succession. Vantage offers a flexible equity ownership alternative to business owners that inspires them to personalize the structure and timing of their eventual exit.


Offer an entrepreneurial alternative to the 100% buy-out transaction prevalent in the insurance brokerage industry.

Our view is that lasting collaborations begin with transparency and thrive when entrepreneurs – and their next generation of leaders – are financially, strategically and personally aligned.


Integrity, transparency, respect and collaboration are the foundation of our model.

Partnering with Vantage means that entrepreneurs remain involved as owners, not as employees. Our partners continue to lead their organizations while preserving the valued brands and cultures for the long-term.