Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services, LLC is a privately held national insurance services firm founded in January 2019. Headquartered in Fort Washington, Pennsylvania, the company's core business involves partnering with employee benefits and property and casualty agencies across the United States. Its mission is to provide capital and resources to entrepreneurial agencies to accelerate their growth, fostering collaboration and delivering tailored insurance solutions to clients.

Patriot Growth Insurance Services offers a comprehensive suite of solutions, including Property & Casualty, Employee Benefits, Personal Insurance, and various Consulting & Other Services such as Cyber Liability, Cybersecurity, and OSHA Professional Services. The firm focuses on serving middle-market employers and provides customized solutions, combining the personalized service of a boutique firm with the extensive resources and negotiating power of a large national brokerage.

As one of the largest and fastest-growing insurance brokerage firms in the U.S., Patriot Growth Insurance Services has been recognized on the Inc. 5000 list of fastest-growing companies and ranked among the top 25-26 largest brokers by Business Insurance magazine. In March 2026, John Galaviz was appointed Chief Executive Officer, succeeding founder Matt Gardner. The company continues its aggressive growth strategy, securing $500 million in financing in November 2023 and actively pursuing strategic acquisitions, such as the Morse Insurance Agency in December 2025, and expanding specialized offerings like its National Construction Practice.

Latest updates

Patriot Growth Insurance Services Hires Operations Veteran Chi Vo to Scale Platform

Event summary

  • Chi Vo joins Patriot Growth Insurance Services as Senior Vice President of Operations, bringing 30+ years of insurance industry experience.
  • Vo previously led Operations and Shared Services at HUB International New England, with a focus on M&A integration.
  • Patriot has grown to 2,200 employees across 100 locations in 29 states since its founding in 2019.
  • The firm is ranked the 25th-largest broker in the U.S. by Business Insurance and was named to the 2025 Inc. 5000 list.

The big picture

Patriot's hire of Chi Vo underscores its ambition to build a more scalable, unified operating platform amid fierce competition in the insurance brokerage space. With backing from private equity firms GI Partners and Summit Partners, the firm is positioning itself for further expansion, leveraging Vo's deep M&A integration experience to streamline operations across its growing footprint. The move comes as the industry consolidates, with larger brokers like HUB International New England also prioritizing operational efficiency.

What we're watching

Scaling Challenges
How Patriot will balance rapid growth with operational unification under Vo's leadership.
M&A Strategy
Whether Vo's integration expertise will accelerate Patriot's acquisition pace.
Client Experience
The pace at which operational improvements translate to enhanced client outcomes.

Patriot Growth Elevates Benefits Leader Amid Broker Consolidation

Event summary

  • Greg Feigenbaum has been promoted to Vice President, National Employee Benefits Practice Leader at Patriot Growth Insurance Services.
  • Feigenbaum previously served as Regional Vice President of Employee Benefits for the Northeast, joining Patriot in 2025.
  • Prior to Patriot, Feigenbaum held leadership roles at multiple employee benefits consulting firms for over 13 years.
  • Patriot Growth Insurance Services, founded in 2019, now has over 2,200 employees across 100 locations and ranks as the 25th-largest broker in the U.S.

The big picture

Patriot’s promotion of Feigenbaum signals a strategic focus on scaling its employee benefits practice, a high-growth area within the insurance brokerage market. This move aligns with the broader trend of insurance broker consolidation, where firms seek to aggregate expertise and market share to gain economies of scale and offer more comprehensive solutions. The firm’s backing by private equity firms GI Partners and Summit Partners suggests an expectation of continued aggressive growth and potential further acquisitions.

What we're watching

Integration Risk
Feigenbaum’s success will hinge on his ability to standardize and optimize benefits practices across Patriot’s diverse network of acquired agencies, a common challenge in roll-up strategies.
Market Dynamics
The increasing complexity of employee benefits regulations and rising healthcare costs will likely intensify competition, requiring Patriot to demonstrate value beyond basic brokerage services.
Growth Trajectory
The pace at which Patriot can leverage Feigenbaum’s expertise to expand its national employee benefits business will be a key indicator of its overall growth strategy and ability to sustain its rapid expansion.

Patriot Growth Taps HUB Exec to Lead Northeast Expansion

Event summary

  • Andrew Drayer has joined Patriot Growth Insurance Services as Regional President, Northeast.
  • Drayer previously held a senior executive role at HUB International New England, overseeing business and financial operations.
  • Bill Donato, the previous Regional President, has transitioned to President of Retail Insurance at Patriot.
  • Patriot Growth Insurance Services, founded in 2019, currently has over 2,200 employees across 100 locations and ranks 25th largest broker in the U.S.

The big picture

Patriot Growth's aggressive acquisition strategy and rapid growth necessitate strong regional leadership to maintain operational coherence and drive further expansion. The appointment of Drayer, with his experience in both operations and M&A integration, signals a focus on consolidating gains and optimizing performance within the Northeast, a key growth market for insurance brokerage firms. This move also highlights the ongoing talent war within the insurance brokerage sector, as firms compete for experienced executives.

What we're watching

Integration Risk
Drayer's experience in M&A integration will be critical; Patriot's ability to absorb and synergize acquired agencies in the Northeast will determine the success of this leadership change.
Competitive Response
HUB International New England's response to losing a senior executive to a direct competitor will be worth monitoring, particularly regarding talent retention and regional strategy.
Agency Alignment
The extent to which Drayer can foster collaboration and alignment among Patriot's existing agency partners in the Northeast will influence overall growth and profitability.

Patriot Growth Appoints Transportation Practice Leader Amid Rising Risk

Event summary

  • Patriot Growth Insurance Services has appointed Jason Holmes as Transportation Practice Leader, effective immediately.
  • Holmes previously held a role at CoreMark Insurance, a Patriot partner agency, for the past eight years.
  • Holmes brings nearly two decades of commercial insurance experience, specializing in trucking and transportation.
  • Patriot Growth Insurance Services is the 25th-largest broker in the U.S. and employs over 2,200 people.

The big picture

Patriot Growth's move to appoint a dedicated Transportation Practice Leader signals a strategic bet on a sector facing heightened risk and complexity. This specialization aligns with the broader trend of insurance brokers focusing on niche markets to differentiate themselves and capture higher-margin business. The appointment also suggests a desire to deepen Patriot's existing relationships within the transportation ecosystem, particularly leveraging the expertise of CoreMark Insurance.

What we're watching

Integration Risk
Holmes' success will depend on his ability to effectively integrate CoreMark's expertise and client relationships into Patriot's broader platform, potentially revealing friction points or synergies.
Market Dynamics
The transportation sector faces increasing regulatory scrutiny and volatile operating conditions; Holmes' leadership will be tested by his ability to adapt Patriot's offerings to these evolving challenges.
Growth Trajectory
The transportation practice's growth rate will be a key indicator of Patriot's overall strategic focus on specialized verticals and its ability to capitalize on a fragmented market.

Patriot Growth Insurance CEO Transition Signals Continued PE-Backed Expansion

Event summary

  • John Galaviz has been appointed CEO of Patriot Growth Insurance Services, succeeding the previous, unnamed CEO.
  • Galaviz previously served as CFO (2023) and then President (2025) within Patriot.
  • Patriot Growth Insurance Services, founded in 2019, now has over 2,200 employees across 100 locations in 29 states.
  • The company is ranked as the 25th-largest insurance broker in the U.S. and backed by private equity firms GI Partners and Summit Partners.

The big picture

Patriot's CEO transition reflects a common pattern in the insurance brokerage sector, where private equity investment fuels rapid consolidation and growth. Galaviz's background suggests a focus on operational improvements and strategic acquisitions to further scale the platform and generate returns for investors. The appointment underscores the ongoing trend of institutional capital reshaping the insurance landscape.

What we're watching

Integration Risk
Galaviz’s experience scaling PE-backed platforms suggests a focus on operational efficiencies and potential acquisitions; the success of his tenure will depend on seamless integration of future acquisitions and maintaining agency partner alignment.
Growth Trajectory
Given the rapid growth since 2019, the company’s ability to sustain this pace while maintaining profitability and client retention will be a key indicator of long-term success.
PE Alignment
The continued involvement of GI Partners and Summit Partners signals ongoing financial backing; however, the pressure to deliver returns may influence Patriot’s strategic decisions and risk appetite.

Patriot Growth Elevates Cyber Expert as Risk Landscape Intensifies

Event summary

  • Patriot Growth Insurance Services has appointed Jason Bowie as its National Cyber Practice Leader.
  • Bowie has spent the last two years developing Patriot’s Cyber Practice, a rapidly growing vertical.
  • Bowie holds RPLU and CPLP designations, signifying expertise in professional liability and cyber risk.
  • Patriot Growth Insurance Services ranks 25th largest broker in the U.S. and is backed by GI Partners and Summit Partners.

The big picture

The appointment of Jason Bowie underscores the escalating importance of cyber risk management for insurance brokerages. As cyberattacks become more sophisticated and costly, agencies face increasing pressure to provide comprehensive and effective cyber liability solutions. Patriot's investment in a dedicated national cyber practice signals a strategic commitment to capturing a larger share of this rapidly expanding market, particularly as smaller agencies struggle to navigate the complexities of cyber risk.

What we're watching

Client Adoption
The effectiveness of Bowie’s guidance will depend on agency partners’ willingness to adopt and implement his cyber liability solutions, potentially revealing friction points in Patriot’s collaborative model.
Competitive Response
Other national insurance brokerage firms will likely observe Patriot’s cyber practice expansion and may accelerate their own investments in similar capabilities, intensifying competition for agency partnerships and client acquisition.
Regulatory Scrutiny
Increased cyber risk and the complexity of cyber insurance products may draw greater regulatory scrutiny of Patriot’s sales practices and the adequacy of client coverage, potentially impacting profitability and growth.

Patriot Growth Acquires Morse Insurance to Expand New England Footprint

Event summary

  • Patriot Growth Insurance Services has acquired Morse Insurance Agency, a Massachusetts-based property and casualty insurance agency.
  • Morse Insurance Agency operates four locations across Massachusetts: North Easton, Norton, Bridgewater, and Marion.
  • Patriot, founded in 2019, is the 25th largest insurance broker in the U.S. and employs over 2,200 people across 29 states.
  • Morse Insurance Agency will continue to operate under its existing leadership and brand, retaining its local presence.

The big picture

Patriot Growth Insurance Services’ acquisition of Morse Insurance Agency exemplifies the ongoing consolidation trend within the U.S. insurance brokerage industry. Platform agency models, like Patriot’s, are increasingly common as larger firms seek to rapidly expand their geographic reach and service offerings through acquiring smaller, regional agencies. This strategy allows Patriot to leverage Morse's established local presence and client relationships while benefiting from Patriot’s scale and resources.

What we're watching

Integration Risk
The success of this acquisition hinges on Patriot’s ability to integrate Morse Insurance Agency’s operations and culture without disrupting client relationships or losing key employees.
Growth Trajectory
Patriot’s continued acquisition strategy will determine its ability to maintain its rapid growth rate and solidify its position within the competitive brokerage landscape.
New England Focus
The acquisition signals a deliberate push into the New England market; the extent of Patriot’s investment and further acquisitions in the region will indicate the strategic importance of this geographic expansion.

Patriot Growth Appoints CIO to Navigate Rapid Scale

Event summary

  • Patriot Growth Insurance Services appointed Barninder Khurana as Chief Information Officer, effective immediately.
  • Khurana's mandate includes enterprise technology strategy, architecture, and execution, focused on scalability, integration, and data analytics.
  • Patriot, founded in 2019, is the 25th largest insurance broker in the U.S. and employs over 2,200 people across 29 states.
  • The company operates a collaborative model, partnering with employee benefits and property and casualty agencies.

The big picture

Patriot's rapid growth, fueled by acquisitions and a collaborative agency model, creates inherent technological complexity. Appointing a dedicated CIO signals a recognition of the need to proactively manage this complexity and ensure technology supports, rather than hinders, continued expansion. The focus on M&A enablement suggests a continued aggressive acquisition strategy, requiring robust technological infrastructure to handle integration at scale.

What we're watching

Integration Risk
The success of Khurana's strategy hinges on effectively integrating new technologies across Patriot's decentralized agency network, a complex undertaking given the emphasis on agency independence.
M&A Enablement
Khurana's role in enabling M&A activity will be crucial, as Patriot's growth model relies heavily on acquisitions; the ability to rapidly onboard and integrate acquired agencies' technology stacks will be a key differentiator.
Data Utilization
The effectiveness of Patriot's data and analytics capabilities, under Khurana's leadership, will determine its ability to optimize operations, personalize client services, and maintain a competitive edge in a data-driven market.

Patriot Growth Forms National Construction Practice to Tackle Complex Risks

Event summary

  • Patriot Growth Insurance Services has launched a National Construction Practice, consolidating previously dispersed expertise.
  • Monika Bolkun-Robert and Apurva Upadhyay have been appointed Co-Practice Leaders of the new unit.
  • The move is intended to improve service delivery and expand Patriot’s presence within a complex and critical vertical.
  • Patriot Growth Insurance Services ranks as the 25th largest broker in the U.S. and is on the 2025 Inc. 5000 list.

The big picture

The creation of a national construction practice signals a shift towards greater vertical specialization within the insurance brokerage industry. Construction remains a high-risk, high-value sector, and Patriot’s move aims to capture a larger share of this market by offering tailored risk management solutions. This strategy reflects a broader trend among brokers to deepen expertise in specific industries to differentiate themselves and justify premium pricing.

What we're watching

Execution Risk
The success of this initiative hinges on the ability of Bolkun-Robert and Upadhyay to effectively integrate disparate teams and processes, a challenge given the complexity of construction risk management.
Competitive Response
Other national insurance brokers will likely observe Patriot’s move and may accelerate their own specialization efforts, potentially intensifying competition for construction clients.
Client Retention
How Patriot manages client expectations and ensures a consistent service experience across its expanded national practice will be crucial for retaining existing construction clients and attracting new business.
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