Who We Are

Building the independent agency of the future one strategic partnership at a time.

Powerful partnerships with insurance agencies nationwide.

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Independence isn’t easy in today’s marketplace. How do you beat your competition and supply your agency with continued resources while strategizing your leadership succession? It can be overwhelming.

Keystone Agency Investors (KAI) was founded with a simple premise: help agencies grow and thrive into the future through strategic acquisition and partnership.

Private equity partnerships can be intimidating. We’re not here to change the name of your agency, force staffing changes, or make you purchase a new agency management system. With KAI, you’ll receive a blueprint for building better sales teams, streamlining your operations, and building business plans that improve your bottom line.

Whether you are exploring succession planning options, looking for a strategic partner to take your agency to the next level, or instill the confidence to compete with anyone, KAI can help.

Learn more about how a partnership with us can benefit your independent insurance agency by contacting us today.

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Are you looking to take your independent agency to the next level? We’re here to help make that happen.

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Meet the team at KAI.

Our team of experienced professionals can answer your questions and guide you through the process. Above all, we are here to help your insurance agency succeed through a partnership with KAI. Get to know the team that will help you do just that.

Dan Girardi

Dan Girardi

President, Head of Mergers & Acquisitions
David Boedker

David Boedker

Chief Executive Officer
Michael Reddy, Jr.

Michael Reddy, Jr.

President, Head of Operations

  Become a partner with KAI.

As a KAI partner, you’ll get the benefits of financial security, autonomy, exclusive agency resources, and more. Contact us to get started.

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The first step towards a powerful partnership.