We Help Build Market Leaders, One Partnership at a Time

“We partnered with AEA SBF as we saw the market changing for agents with the increasing need for technology, rising insurance costs, heightening compliance requirements and the need for much broader support for agents across a whole spectrum of needs. We wanted to strike and AEA SBF provided us with the capital, broad experience and resources for growth & acquisitions, and the support to invest in our team for where we wanted to be in 5-10 years.”

“We realized we had created a unique solution that commercial contractors were demanding in more locations but we didn’t have the capital or experience to begin a regional or national roll-out. AEA SBF partnered with us and brought capital, extensive distribution experience, access to board members who had built national platforms and the encouragement to invest heavily through the recession to execute our plan.”

“I partnered with AEA SBF to take advantage of a market fragmentation that had high manufacturing costs and a generational turnover. PLZ believed we could leverage our low cost position and AEA SBF’s experience and resources to  build a substantial market leader.”

“We partnered with AEA because they immediately understood our vision to build an unprecedented one-stop model. They challenged us to invest heavily in our team far ahead of growth and to fully build out our product and market map. They helped us assemble a board with the expertise to compliment our strategic plans. Together we sourced & executed ten acquisitions.”