Evertree Insurance

Evertree primarily sources independent property-casualty and employee benefits brokerages with $1 million to $10 million in annual revenue through industry networks, carrier referrals, and direct outreach to agency principals nearing succession. The firm emphasizes cultural fit and operational autonomy in its pitch to sellers.

Evertree operates with permanent capital from strategic backers rather than a traditional private equity fund structure. This means the firm is not required to sell acquired agencies within a fixed time horizon, a differentiator it uses when persuading agency owners to sell.

Detailed biographies of Evertree's senior leadership are not broadly disseminated in public filings, limiting identifiable named principals. The firm is known to be led by operators with backgrounds in insurance distribution and technology.

Evertree concentrates on property-casualty and employee benefits lines, acquired through regional brokerages across the United States. The firm has noted the importance of diversifying by geography and line of business to manage underwriting-cycle risk.

Unlike the majority of consolidators — which are private equity funds executing buy-and-build strategies with five-to-seven-year exit plans — Evertree uses permanent capital, allowing it to hold agencies indefinitely. It also emphasizes giving agency owners operational autonomy and a proprietary technology platform.