Investment Approach

A Disciplined, Proven Investment Framework 

Autonomy Investment Partners follows a thorough investment process designed to identify, evaluate and grow high-quality entrepreneurial distribution platforms.  Our approach is grounded in deep industry knowledge, extensive networks, creative structures and a commitment to long-term value creation.  

1. Deal Sourcing

We tap into decades of industry relationships and past deal-flow to identify the most promising opportunities: 

  • Longstanding network across insurance distribution 
  • Re-engagement with known distribution firms previously hesitant to sell controlling stakes
  • Referrals from acquired partners and carrier relationships
  • Ongoing proactive outreach and business development 

2.   Financial Backing 

Autonomy Investment Partners is backed by two Private Investment firms with decades of investment experience in the insurance and insurance-services sector.   These firms have invested over $2 billion in 12 companies since 2020, including 100+ investments in the financial services sector.