Mequon Agency Partners

Business Acquisitions & Succession Planning

Acquiring and Preserving Legacy Service Businesses & Independent Insurance Agencies

Our Philosophy: Stewardship First. At Mequon Agency Partners, we specialize in the long-term preservation of established service platforms. Whether it is an independent insurance agency or a technical service provider like HVAC/R, we look for legacy businesses that have built deep roots in their communities.We combine our background in Commercial Risk Assessment with Modern Logistics Execution to modernize 'analog' businesses. Our goal is to protect the founder's reputation while installing the technology and financial systems needed for the next generation of growth.

Local Buyers. Not Private Equity.

We believe that independent, owner-operated businesses are the backbone of our community. Unlike national consolidators that strip local companies of their identity, our mission is to build upon the legacy you have created..Our Investment Criteria:
Geography: Wisconsin & Illinois (Midwest Focus).Target Sectors:
Independent Insurance Agencies & Legacy Service Platforms (HVAC, Plumbing, Specialty Trade).Size:
Insurance: $500k – $5M Annual Premium.Service Trades: $1M – $5M Annual Revenue.Goal:
100% Acquisition with flexible transition periods for retiring owners.Whether we are acquiring an insurance agency or a technical service provider, our approach remains the same: we protect the name on the building, we support the team in the office, and we use our background in logistics and risk management to ensure the company thrives for decades to come.

The Founder's Promise

We understand that your business is more than just a balance sheet—it’s your legacy. When you partner with Mequon Agency Partners, we make three core promises to every founder:1. Identity Preservation: We keep your company’s name, local presence, and community identity intact. We aren't national consolidators; we are local stewards.2. People-First Transition: Your employees are the heartbeat of the company. We prioritize team retention and provide the tools and technology to make their jobs easier, not harder.3. Flexible Continuity: We tailor the exit to your needs. Whether you want a clean break or a multi-year transition to mentor the next generation, we build a timeline that works for you.