Legacy Insurance Solutions, a family-founded agency with offices in Tallahassee and Palm Beach Gardens, Florida, has announced its partnership with Patriot Growth Insurance Services, LLC. The agreement, disclosed on Tuesday, marks a new chapter for the Florida-based firm, a news release noted.
Legacy Insurance Solutions was established in 2011 by brothers Brandt H. Shapiro and the late Wade R. Shapiro. The agency, which offers property and casualty as well as employee benefits solutions, has emphasized personalized service and community involvement since its inception.
“We are excited to join the Patriot team,” said Brandt Shapiro, principal of Legacy Insurance Solutions. “Patriot offers the extensive resources and national reach we were looking for without compromising the local relationships and personalized service that define our agency. This partnership allows us to continue operating with the independence our clients expect while gaining access to tools, expertise, and support that will enhance what we can deliver.”
“Legacy exemplifies what we value in a partner – above-market organic growth, deep local relationships, and a true client-first mindset,” said Steve Carroll, chief acquisition officer at Patriot. “Brandt and his team have built something special, and we're thrilled to have them join Patriot.”
Patriot Growth Insurance Services, founded in 2019, is a national insurance services firm that collaborates with agencies across the United States. Prior to partnering with Legacy, Patriot had already expanded its portfolio in 2025, including partnerships with The Cashion Company, specializing in construction insurance and surety bonding, and Ladd Gardner Aviation Insurance, an aviation insurance agency.
The partnership comes at a time of significant activity and evolution within the insurance industry. Mergers and acquisitions (M&A) continue to be a driving force, particularly among private equity-backed firms like Patriot. In the first quarter of 2025 alone, specialty distributor M&A transactions in the US remained stable, with buyer demand often outpacing the supply of quality sellers. This environment encourages firms to seek partnerships that offer both expanded reach and specialized expertise.
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