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Mergers & Acquisitions: Stay and grow with Brightway

Liquidity, continued ownership, and next-level growth through Brightway

Brightway is the ideal strategic partner for successful agency owners who want liquidity and next-level growth without giving up control. Receive a competitive market valuation for a portion of your renewal commissions and continue operating your agency under the Brightway model. Stay independent, keep earning, and grow beyond expectations with Brightway.

How Brightway's M&A model works

Our process is built for agency owners who want liquidity today and flexibility for the future.

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The right fit for growth-focused owners

Owners seeking partial liquidity: Not a full exit, but a way to take chips off the table and stay in control.

Entrepreneurs planning succession: Long-term thinkers who want continuity while staying active in growth.

Leaders ready to scale faster: Those who want recruiting, marketing, and operational support to expand.

Owners who value independence and partnership: Keep control of your agency while gaining a trusted growth partner.

Why Brightway?

Grow faster her than anywhere else. That's the Brightway Promise. It is what we strive for everyday. See how we actually deliver on this for agency owners below.

Gross commissions revenue of fully staffed agencies¹

Franchise Brightway Logo
$4,909,765

Top performing agency

$2,082,043

Top 25%

$906,320

Average

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Examples of successful owner partnerships

Stay & grow conversion—An established agency sells a portion of its book, converts to a Brightway franchise, and scales faster with robust marketing and recruiting support.

Successor buy-in—A senior producer transitions into ownership with Brightway financing the buy-in. The founder gains liquidity and ensures local continuity.

Planned retirement—An owner nearing retirement sells full book to Brightway and transitions clients to a locally operated franchise, ensuring continuity and no disruption in service.

Operating as a Brightway Agency

Post-close, your agency continues forward as a Brightway franchise. You stay the owner, keep earning, and gain the scale, tools, and support of a national platform.

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1) This representation can be found in Table 1 of Item 19 of Brightway Insurance LLC’s Franchise Disclosure Document issued on April 18, 2025 (the “2025 FDD”), which reflects gross commissions generated during the 2024 calendar year by the 270 agencies with at least one full calendar year of operations as of 12/31/24. Please note that this reflects gross commissions paid to franchisees before Brightway retains its share of commission (see Item 6 of the 2025 FDD). Brightway considers an agency to be fully staffed once it has at least three producers, and 110 of the 270 agencies were fully-staffed in 2024. The Bottom 25% of fully-staffed agencies generated an average gross commission revenue of $196,604, the median fully-staffed agency generated $655,298 in gross commission revenue and the lowest-performing fully-staffed agency generated $20,374 in gross commission revenue during the 2024 calendar year. Of the 110 franchises, 10 out of 27 (37%) Top 25% agencies exceeded the Top 25% average, 36 out of 110 (33%) agencies exceeded the overall average, and 16 out of 27 (59%) Bottom 25% agencies exceeded the Bottom 25% average.