Partner With Us

Strategic Partnerships (Strategic Distribution)

At Shepherd, we believe in building strong, lasting partnerships—not just business transactions. Our Strategic Distribution model is designed to empower agencies by giving them access to exclusive, high-performing insurance products not available through traditional channels.

We collaborate with agency partners who are looking to grow, scale, or diversify their offerings. Whether you’re seeking better market access, operational support, or a trusted partner to help you stay ahead of industry shifts, we’re here to build your agency’s long-term value.

By partnering with Shepherd, you gain:

• Access to proprietary and exclusive products with top national and global carriers
• Strategic consulting to align your business model with growth opportunities
• Enhanced commissions and improved carrier relationships
• Scalable operational support without sacrificing your independence
• A long-term partnership that prioritizes trust, transparency, and mutual growth

We help you focus on what you do best—serving clients—while we support your expansion and increase your bottom line.

Mergers

We understand that merging with another organization is a major decision—one that impacts your team, your clients, and your legacy. At Shepherd, we make that decision easier by offering merger options that are flexible, transparent, and growth-oriented.

Our merger philosophy is simple: Stronger together. By combining forces, we reduce operational redundancies, streamline back-office functions, and multiply growth potential across all business lines.

Benefits of merging with Shepherd include:

• A simplified and more efficient operational structure
• Immediate access to expanded carrier relationships and proprietary markets
• Opportunity to retain your brand identity or adopt ours, based on your goals
• An aligned cultural fit rooted in family values, entrepreneurial spirit, and client-first service
• The very best in back office shared services that increase team productivity

We approach every merger with a collaborative mindset and a long-term vision. Our leadership team works closely with you to ensure your business, people, and clients are well taken care of, with no loss in identity or autonomy—only a significant gain in support and opportunity.

Acquisitions

At Shepherd, we take a highly personalized and strategic approach to acquisitions. We understand that your business is more than just numbers—it’s your people, your reputation, and your life’s work. Our goal is to create a transition plan that reflects your vision, supports your team, and protects the legacy you’ve built.

What sets us apart is our ability to scale your business without compromising your culture or independence. As part of the Shepherd family, you’ll gain access to world-class infrastructure and industry-leading resources that allow you to grow faster and more efficiently.

Our acquisition partners benefit from:

• Seamless onboarding and integration with minimal disruption to your daily operations
• Access to exclusive markets, including 200+ carriers and Lloyd’s of London
• A national platform that maintains your local presence and autonomy
• The option to continue working in your preferred capacity—full-time, part-time, or advisory
• A collaborative culture focused on relationships, results, and doing the right thing

Whether you’re planning your next chapter, seeking scale, or simply looking for a better way forward, Shepherd offers a unique structure that aligns with your goals—not ours alone.

Let’s Start the Conversation

If you’re considering a partnership, merger, or acquisition, we’re here to make the process seamless, strategic, and mutually rewarding. Let’s talk about what’s possible—together.

Contact me today to learn more about the Shepherd Advantage.

Sincerely,
Adam Besnard