Leadership

Leadership that values autonomy

Acrisure is a company of leaders. More than 8,500 of them. Acrisure’s Executive and Home Office Leaders partner with Agency Partner leadership to drive sustainable growth. They oversee teams and talent dedicated to enabling Agency Partners’ continued success. Together, we share two objectives: Create Value and Be a Great Partner.


Executive Leadership

Head shot of Greg Williams
Co-Founder, CEO and President

Gregory L. Williams

Head shot of Sozon Vatlklotis
Chief Operating Officer & Chief Administrative Officer

Sozon Vatikiotis

Head shot of Matt Schweinzger
Chief Financial Officer & Chief Acquisition Officer

Matt Schweinzger

Head shot of Bill Malloy
President, Acrisure Ventures

William Malloy

Head shot of Grahame Millwater
President, Acrisure Markets & International

Grahame Millwater

President, Acrisure Technology

Brendan McCord

Co-Founder, CEO and President

Gregory L. Williams

As Co-Founder, CEO & President of Acrisure, Greg has successfully led Acrisure to become one of the largest global insurance brokers. Under Greg’s leadership, Acrisure has had a compounded annual growth rate of over 80% since its inception in 2005 and has eclipsed $1.9 billion in revenue in 2019. Acrisure is now one of the top ten largest insurance brokers in the world and the most profitable insurance broker compared to its peers.

In 2016, Greg led a management buyout of Acrisure’s private equity investor in a $2.9 billion transaction. As a result, the company is now majority-owned (85%) by Acrisure’s employees and its Agency Partners with Board control as well.

Prior to founding Acrisure, Greg was a Board Advisor to a variety of companies and was a Vice President for Michigan National Corporation (MNC), a $19 billion bank holding company. As a senior executive at MNC, Greg managed the Commercial Sales and Services Group, was a member of the Corporate Marketing Committee and chaired the Corporate Operations Committee.

Chief Operating Officer & Chief Administrative Officer

Sozon Vatikiotis

As Chief Operating Officer & Administrative Officer at Acrisure, Sozon brings over 15 years of business leadership experience to his current role and is responsible for all operational and administrative functions at Acrisure. Sozon works closely with Acrisure’s Operational Leadership team and Agency Partners to ensure that Acrisure’s Home Office operational and administrative fronts are well-positioned to support the company’s unprecedented growth.

Prior to his current role, Sozon served as Retail Chief Operating Officer, where he oversaw Acrisure’s field operations, and was the Executive Vice President of Employee Benefits, where he worked closely in collaboration with Agency Partners to build and implement leading employee benefits strategies.

Sozon received his bachelor’s degree from Stetson University and his law degree from Stetson University College of Law.

Chief Financial Officer & Chief Acquisition Officer

Matt Schweinzger

Matt Schweinzger brings his background in private equity and his expertise in M&A in leading Acrisure’s critical finance, accounting and acquisition functions. As Chief Financial Officer & Chief Acquisition Officer, Matt is dedicated to enabling the organic growth of the company, providing Acrisure’s agency partners with best-in-class functional support, and continuing expansion through M&A.

Since joining Acrisure in 2014, Matt has built the company’s M&A team to support the completion of over 400 domestic and international transactions. The Acrisure M&A function covers initial discussions, management meetings and various diligence with prospects through the closing of transactions along with continued support throughout the partnership process.

Prior to joining Acrisure in 2014, Matt was an integral member of the Investment Professional team at Genstar Capital, a San Francisco-based private equity firm, where he worked to identify, evaluate, and execute acquisition and investment opportunities. Matt also worked for Morgan Stanley’s Mergers and Acquisitions team in New York, working to devise and execute customized solutions for clients. Matt holds a BS in Finance and Business Economics and Public Policy from Indiana University.

President, Acrisure Ventures

William Malloy

As President of Acrisure Ventures, Bill leads the company’s strategic joint ventures and related efforts. Acrisure Ventures is a strategic initiative leveraging the significant relationships and opportunities existing within Acrisure as well as creating paths to monetize all new ventures. Previously, Bill led the creation of Acrisure Partner Solutions, an Acrisure team leveraging proprietary technology, distribution, and market access delivering products and solutions to Agency Partners and their respective clients.

Prior to his role at Acrisure, Bill was a Partner at Aquiline Capital Partners and before that was the worldwide President of Marsh.

Bill currently serves on the board of Beach and Associates as well as Ark Syndicate Holdings and Simplicity Financial Marketing. He is also a board member at St. John’s School of Risk Management.

President, Acrisure Markets & International

Grahame Millwater

Grahame Millwater, President of Acrisure Markets & International, brings considerable industry experience to revenue growth, carrier relationships and analytical strategies.

Grahame leads Acrisure International and is expanding Acrisure’s model outside North America, with acquisitions to date in the UK, Continental Europe and Bermuda.

He also has the responsibility for driving forward Acrisure’s relationships and strategy with all forms of underwriting capital, including insurers, reinsurers and also insurance related funds. In his role he assumes responsibility for all the market facing elements of the organization, including the reinsurance business, wholesale relationships, Acrisure Partner Solutions (APS), and the Carrier Management team.

Prior to joining, Millwater had led and built Beach and Associates as Chief Executive Officer, a London-based Global Reinsurance Intermediary that partnered with Acrisure in early 2018.

Prior to Beach, Grahame served in a number of senior positions over a 27 year tenure with Willis Group. He was CEO of Willis Re from 2004, and then became President and COO of Willis Group in 2008 with responsibility for all the global and international businesses outside North America.

President, Acrisure Technology

Brendan McCord

Brendan McCord leads artificial intelligence innovation and application at Acrisure and guides the team of world-class researchers, engineers, and technologists that comprise the Acrisure Technology Group (ATG).

This team works across Acrisure to create unbridled growth through the development of a proprietary, end-to-end, AI-focused operating system. Application areas include enabling Acrisure’s Agency Partners to act with greater precision on behalf of their clients, increasing efficiency through automation, and introducing new risk-focused strategies in concert with Acrisure’s underwriting partners.

Prior to Acrisure, Brendan was founding CEO of the high-growth technology companies that were acquired in 2020 to form ATG. As President of Tulco Labs, he helped entrepreneurs transform static sectors using AI, a strategy that generated more than one billion dollars in value. Prior to Tulco, Brendan founded the Department of Defense-wide Joint AI Center and was the primary author of the first DoD AI Strategy.

Brendan serves on advisory boards for the Harvard Data Science Review, Applied Intuition, and SAP NS2. He spent 610 days underwater as a submarine officer in the U.S. Navy. He holds a bachelor’s degree from MIT and an MBA from Harvard.


Home Office Leadership

Head shot of Elliot Bundy
Chief Communications & Marketing Officer

Elliott Bundy

Head shot of Sue Dempsey
Vice President, Agency Accounting Operations

Sue Dempsey

Chief Legal Officer

Ryan Foley

Head shot of Jeff Mellville
Vice President, Human Resources

Jeff Melville

Head shot of Emily Olsen
Executive Vice President, Business Information

Emily Olson

Head shot of Amanda Pilipovic
Vice President, Finance & Treasurer

Amanda Pilipovic

Head shot of Tammie Slauter
Vice President, Regulatory Affairs

Tammie Slauter

Head shot of Kent Snyder
Vice President, Finance & Capital Markets

Kent Snyder

Head shot of Sulabh Srivastava
Chief Information Officer

Sulabh Srivastava

Head shot of Barb Woltjer
Chief Accounting Officer

Barb Woltjer

Chief Communications & Marketing Officer

Elliott Bundy

Elliott Bundy leads the Communications & Marketing function for Acrisure. Previously, he held the same role at XL Group, a global insurance and reinsurance carrier. During his career, Elliott has been recognized for innovative approaches to brand design, content marketing, and digital communications to support insurance and financial services.

Prior to XL Group, Elliott served as a Vice President at the financial communications firm Sard Verbinnen & Co. and at the D.C.-based public affairs firm CLS & Associates. Originally from Alaska, Elliott began his career working in the Capitol Hill offices and campaigns of the state’s Congressional Delegation. His other political work has included campaigns in a variety of states from Washington to Florida.

Outside of work, Elliott is an advocate for child adoption and is a past board member of Adoption Share, a nonprofit working to make the adoption of children easier through the use of technology and social networking.

Vice President, Agency Accounting Operations

Sue Dempsey

With more than 30 years of experience across Accounting, Finance, Supply Chain and Human Resources, Sue most recently served as Senior Director, Global Business Services Shared Service Center Lead, for the Kellogg Company. In this role Sue led a shared service center from inception to over 400 employees providing regional and global Finance, Accounting, Human Resource, Supply Chain, Customer Service and IT services for Kellogg Company. Sue has held leadership roles in manufacturing (Kellogg Company & Stryker Medical), financial (American Capital Companies), public accounting (Ernst & Young) and small business (former Owner/CFO Dempsey’s Frozen Custard and B&S Enterprises, LLC).

Sue is leading our Agency Accounting Operations team to provide “best in class” agency accounting services to our Agency Partners supporting their growth and profitability. The team has been recently reorganized into Regional Accounting Teams and will be working to drive outstanding Agency Partner experience, efficiency, and continuous improvement. Sue works closely with our Agency Partners and our leadership team in helping support our continued growth and shareholder value improvement.

Chief Legal Officer

Ryan Foley

As Chief Legal Officer of Acrisure, Ryan Foley oversees the legal department and coordinates with regional and functional general counsels on matters affecting the firm’s numerous Agency Partners. Ryan serves as an advisor to Acrisure’s Executive Leadership on a range of legal, compliance and risk management functions that impact the company. He is also responsible for overseeing all internal and external legal activities.

In his previous role at Acrisure as Senior Vice President and General Counsel of Litigation, Ryan supervised a team of professional and paralegal staff and created infrastructure that assisted in managing outside counsel and non-legal vendor spend, reporting and law firm panels. Prior to joining Acrisure, he was a partner at an Am Law 100 firm in the business and insurance litigation practice, and he also previously spent almost a decade with AIG’s corporate law department.

Ryan holds a law degree from Villanova University, and his LL.M. from St. John’s University. Throughout his career, he’s provided pro bono legal services primarily supporting military and veterans’ causes. Currently, he’s a pro bono attorney for the ABA’s Military & Veterans’ Legal Center.

Vice President, Human Resources

Jeff Melville

Jeff leads Human Resources for Acrisure as well as the HR and Employee Benefits consulting group, Acrisure Compliance Solutions. Jeff brings a range of experience to his role and his focus on executing meaningful work that impacts culture and organizational performance.

Prior to Acrisure, Jeff held a variety of progressively senior roles at Amway in HR and Business Analytics. Jeff has also led HR teams at Spectrum Health and worked as a Labor and Employment Law attorney at Miller, Johnson, Snell, and Cummiskey, PLC.

Jeff has a Bachelor of Arts degree from Hope College and a J.D. from Ave Maria School of Law.

Executive Vice President, Business Information

Emily Olson

Joining Acrisure in 2015, Emily Olson brings over two decades of experience in agency leadership, agency management systems, and operational data strategies. In her role, Emily leads a data team that developed AcriVision, a best-in-class business intelligence tool designed to drive automated insights to partners, producers, account managers, and markets about their business. Her expertise related to various source systems and the operational use of data for strategic efforts delivers meaningful and relevant analysis to drive growth and collaboration between Agency Partners.

Prior to joining Acrisure Emily served in various roles within the insurance industry at Hub International and Johnson & Higgins as well as the PEO industry.

Vice President, Finance & Treasurer

Amanda Pilipovic

In her role as Vice President of Finance and Treasurer, Amanda leads the Financial Planning & Analysis and Corporate Treasury teams. The FP&A team actively works with the agency partners and corporate departments to deliver quality planning insights and recommendations on the business, while the Corporate Treasury team delivers enterprise strategies for liquidity and financial risk management as well as provides global agency partners with best-in-class banking services and solutions.

Prior to her role at Acrisure, Amanda held Treasury leadership positions with both public and private multinational companies with revenue in excess of $10 billion. Her career began in commercial banking where she held various roles in Treasury Sales and Treasury Product Management.

Vice President, Regulatory Affairs

Tammie Slauter

With more than twenty years of regulatory experience, Tammie leads the delivery of regulatory and licensing services throughout Acrisure and is also responsible for helping to manage and cultivate relationships with regulators and outside counsel. Prior to joining Acrisure, Tammie served as the Corporate Vice President of Compliance for Jack Entertainment, LLC, a Detroit-based, billion-dollar start up and multi-jurisdictional casino gaming enterprise. Tammie was responsible for the overall casino gaming licensing and compliance for approximately 13,000 gaming positions, 400,000 square feet of gaming space, 400 hotel rooms, and 35 bars and restaurants.

Prior to Jack Entertainment, Tammie clerked at Meijer, Inc. (where she focused on AML, compliance, licensing, and other general retail matters) and clerked at Dykema Gossett PLLC (where she focused exclusively on tribal gaming-related public policy, financing, and regulatory matters). Tammie also worked at Varnum LLP for 13 years (where she served as a legal secretary/assistant and assumed increasingly complex roles in the Corporate Practice Group).

Tammie holds a BS in paralegal studies from Davenport University, and her law degree (with an indigenous law program certification) from Michigan State University College of Law.

Vice President, Finance & Capital Markets

Kent Snyder

Kent Snyder is Acrisure’s Vice President, Finance & Capital Markets. He joined Acrisure in November 2013 to assist the company in its acquisition growth strategy. Today, he manages the company’s capital structure, supports external relationships and works closely with Acrisure’s Agency Partners.

Previously, Kent was a Managing Partner of Calder Capital and a Mergers & Acquisition Advisor for Rua Associates, each are boutique M&A firms in West Michigan. Kent received his Bachelor of Science in Finance from Central Michigan University in 2009.

Chief Information Officer

Sulabh Srivastava

Sulabh joined Acrisure in 2019 and oversees all aspects of technology, cybersecurity and IT systems for Acrisure and its Agency Partners. In this role, Sulabh focuses on digital innovation and new technologies to help Acrisure transform how it delivers best-in-class strategic solutions for its Agency Partners and clients.

Sulabh is an expert in leading change and creating technology innovations that improve customer experience. Most recently, he was Vice President of Information Technology and Innovation at Indiana University Health Systems.

Prior to that, he served as Chief Technology Officer of Sparrow Health System, the premier healthcare provider in mid-Michigan. At Sparrow, he spearheaded the technology transformation to electronic medical records that won the hospital the HIMSS Davies Award of Excellence, which recognizes the thoughtful application of health information and technology to substantially improve clinical care delivery, patient outcomes and population health.

Sulabh holds an MBA from Michigan State University and a bachelor’s degree in Engineering from Nagpur University, India.

Chief Accounting Officer

Barb Woltjer

Barb Woltjer joined Acrisure as Chief Accounting Officer in July 2018 with over 30 years of insurance accounting experience. During the past 30 years, she was focused on serving the insurance industry as an auditor with BDO USA, LLP. Barb was promoted to Audit Partner in July 2005 and Co-Lead of BDO’s National Insurance Practice in July 2013, where she was instrumental in the development of industry specific audit and training programs for BDO USA’s National Insurance Practice. Most recently, Barb served as BDO’s international representative on the insurance working group of the Global Public Policy Committee, a committee of the six largest international public accounting firms focused on responding to the implementation of international accounting standards. Her clients included domestic and international public and privately held insurance and reinsurance carriers, as well as agency brokerage firms primarily in the property and casualty sector.


Regional & Practice Leadership

Head Shot of Bob Groom
Executive Vice President, Employee Benefits

Bob Croom

Head shot of Tye Elliot
Executive Vice President, Voluntary Benefits

Tye Elliott

Head shot of Michelle Gleason
Regional Executive Vice President, South

Michelle Gleeson

Head Shot of Nick Jemas
Executive Vice President, Personal Lines

Nick Jemas

Head Shot of Tim Johnson
Regional Executive Vice President, Northeast

Tim Johnson

Head Shot of Jennifer Northenor
Regional Growth Leader, South

Jennifer Northenor

Head shot of Colleen Ohara
Executive Vice President, Marketing & Communications

Colleen O’Hara

Head shot of Andy Schutt
Regional Executive Vice President, Midwest

Andy Schutt

Head shot of Robert Smith
Regional Executive Vice President, West

Robert Smith

Head shot of Ken Walton
Regional Growth Leader, West

Ken Walton

Executive Vice President, Employee Benefits

Bob Croom

Bob began his career in the insurance brokerage industry with Johnson & Higgins. After nearly 15 years at Marsh (acquirer of Johnson & Higgins), Bob joined Willis as COO of the North American Employee Benefits Practice where he led them to record growth. Bob went from Willis to build a successful startup in the benefits administration and communication segment that was acquired by USI. As the Executive Vice President Employee Benefits Leader of Acrisure, Bob works closely with our Agency Partners to deliver solutions that address the challenges facing our clients.

Executive Vice President, Voluntary Benefits

Tye Elliott

Tye has 25 years in the life and health insurance industry, with the past 21 years in leadership roles at Aflac working in both field and corporate positions. In his tenure, Tye has managed over $2 billion of Voluntary Benefits sales in his various roles, and developed numerous leaders in the Voluntary Benefits Industry.

Tye works closely with our Agency Partners, Regional Growth Leaders and our leadership team in helping to support our growth in the Voluntary Benefits business. Tye brings substantial knowledge and professional experience that will help us continue to build upon the best practices our Agency Partners have in place today.

Regional Executive Vice President, South

Michelle Gleeson

Michelle’s career has spanned for-profit and not-for-profit worlds. As the COO for an Acrisure Agency Partner, she was a key catalyst to their success for the last 19 years. As CFO for over 12 years she was part of the leadership team that launched and built a large successful cultural facility in Southwest Florida. And she was an auditor with Price Waterhouse Coopers early in her career.

Michelle brings a unique set of financial, operational, and leadership talents to the agency partners in the South. Her greatest accomplishment has been in serving as a source of inspiration and development to the organizations for which she has been involved. She is a CPA, Certified Corporate Coach, and holds her Florida Property and Casualty and Life and Health insurance licenses.

Executive Vice President, Personal Lines

Nick Jemas

With more than 25 years of Personal Risk Management and Insurance Brokerage experience, Nick most recently served as Vice President, Frenkel & Company, managing their Private Client Services Division. Prior to Frenkel & Company, Nick was a Senior Vice President with Marsh & McLennan Companies. During his 20 year tenure with Marsh Private Client Services he held various leadership roles including Office Head of the Marsh New Jersey Private Client Services division, Regional New Business Development Leader and Senior Account Executive, handling complex insurance programs for wealthy individuals, family offices and corporate executives.

Nick works closely with our Agency Partners, Regional Growth Leaders and our leadership team in helping support our growth in the mass affluent and high net worth personal lines business. Nick brings a wealth of knowledge and professional experience that we believe will help us continue to build upon the great best practices our Agency Partners have in place today.

Regional Executive Vice President, Northeast

Tim Johnson

Tim started his career in 1986 with Great American Insurance Company where he held positions in underwriting, marketing and management. In 1994 he joined CLG Insurance, where he served as its president for many years. CLG became an Acrisure Agency Partner in 2014. Tim has served on and chaired numerous carrier and industry advisory boards.

Tim is a graduate of Ithaca College, where he studied Finance and Writing, and the Wharton Advanced Executive Leadership program. He is a Certified Insurance Counselor and a Certified Risk Manager.

Regional Growth Leader, South

Jennifer Northenor

Jennifer brings over 25 years of expertise in brokerage, agency, insurance carrier, claims adjusting and insuretech firms. As Acrisure’s Regional Growth Leader for the South Region she is responsible for organic growth for the 12 States across the South Region. States include: Arkansas, Georgia, Alabama, Tennessee, South Carolina, North Carolina, Louisiana, Kentucky, Florida, Texas, Mississippi and Oklahoma. Jennifer works closely with our Agency Partners, Segment Leaders and our leadership team in helping support growth in all activities such as property & casualty, benefits and surety operations.

Prior to joining Acrisure, Jennifer held various global, regional and local leadership roles with Dovetail, Wells Fargo Insurance, Crawford & Company, Zurich and Marsh. Jennifer received her bachelor’s degree in Business Administration from the University of Georgia and her MBA from Emory University.

Executive Vice President, Marketing & Communications

Colleen O’Hara

Colleen O’Hara is Acrisure’s Executive Vice President of Marketing & Communications. She is the primary marketing resource for Acrisure’s Agency Partners and is responsible for programs to support the strategic direction and positioning of the Acrisure network.

Prior to her role at Acrisure, Colleen spent over four years as the Marketing Director at Britton Gallagher, an Agency Partner based in Cleveland, Ohio. From there, she took on the Marketing Manager role at Acrisure, gaining an understanding of the unique power of Acrisure’s culture and model throughout her various positions within the partnership network.

Colleen has a very strategic approach, particularly on how to best provide marketing value and support in a highly impactful, but very scalable way to Agency Partners.

Regional Executive Vice President, Midwest

Andy Schutt

Andy has been with Acrisure since 2005, and currently serves as the Executive Vice President for the Midwest Region. He has over 15 years of experience in the insurance industry, serving in various roles including coverage placement, carrier relations management, and agency leadership. Before his most recent position, Andy served as President of The Campbell Group, overseeing offices in Michigan, Florida, and Alabama. He also spent time in his career working for a large multinational insurance brokerage.

Andy holds a bachelor’s degree in Economics from Hillsdale College and an MBA from Michigan State University’s Eli Broad College of Business. He also has obtained the Certified Risk Manager (CRM) and Certified Insurance Counselor (CIC) designations.

Regional Executive Vice President, West

Robert Smith

Rob has more than 15 years of experience in the Risk Advisory and Insurance Brokerage Industry, having most recently served as a National Practice Advisor and Regional Business Development Officer with Wells Fargo Insurance. Prior to Wells Fargo, Rob was a Managing Director and held a variety of leadership positions with Aon Corporation, having joined that firm after spending several years with the Marsh & McLennan Companies. Rob began his nearly 20-year Professional Services career in Business Consulting, working with Arthur Andersen’s Strategy, Finance & Economics Practice, where he developed an industry specialization in Insurance.

Rob has a Master’s Degree in Business Administration (2003) from The University of Chicago Booth School of Business, where he earned distinctions in Economics, Finance and Strategy. Rob received his undergraduate degree from the University of Michigan, College of Literature, Science & Arts (1996).

Regional Growth Leader, West

Ken Walton

Ken is an executive with over 25 years of experience in the insurance industry. A proven change leader with a strong track record of outstanding contributions, Ken brings a wealth of expertise relative to sales leadership, operations, underwriting, and strategic planning. Having spent time leading teams on a national basis, as well as leading specific engagements in the Northeast, Mid-Atlantic, Northwest, and California, Ken has broad relationships across the brokerage and carrier community as well as a strong understanding of the various markets.

Ken has held senior leadership roles with The Hartford, Brown and Brown, Allstate, and AmTrust. He has experience in the independent agency and captive agency channels. His experience includes leading a retail brokerage operation, a national sales organization, and various teams responsible for sales, underwriting, product development, and operations.

In his current role, Ken works closely with West Region Agency Partners and the leadership team to develop and capitalize on organic growth opportunities.


M&A Leadership

Head shot of Andrew Boyce
Director, International Mergers & Acquisitions

Andrew Boyce

Head shot of Shelby Cowley
Director, Mergers & Acquisitions

Shelby Cowley

Head shot of Dan Martin
Director, Mergers & Acquisitions

Dan Martin

Head Shot of Kyle Miller
Vice President, Mergers & Acquisitions

Kyle Miller

Head shot of Ben Walsh
Director, Mergers & Acquisitions

Ben Walsh

Tonya Lee, Acrisure
Director, Administrative Services

Tonya Lee

Director, International Mergers & Acquisitions

Andrew Boyce

Andrew Boyce began his career at KPGM working in the insurance department in Bermuda where he earned his CPA qualification. Andrew has over 6 years of “Big 4” Chartered Accounting experience serving large international clients in the Insurance sector. Post KPMG, Andrew was a Finance Business Partner at DUAL UK where he was tasked with managing the integration of the newly purchased underwriting arm of DUAL, Aqueduct Underwriting Limited.

In 2016 Andrew joined Beach as an FP&A Manager responsible for enhancing and developing the Group’s Global FP&A function. He also worked with Beach senior management to assess potential acquisitions. Andrew was a key senior member of the Beach team and played a pivotal role in the sale of Beach to Acrisure in March 2018 supporting the Group CEO and CFO throughout the transaction. Andrew joined the Acrisure M&A team in January of 2019 and is currently tasked with building the Acrisure international platform.

Director, Mergers & Acquisitions

Shelby Cowley

Shelby joined the Acrisure M&A team at the start of 2017. In her role as a Director of Mergers & Acquisitions, Shelby works primarily on the legal and financial execution of all our new Partnerships, as well as prospecting new platform and tuck-in opportunities for Acrisure. During her time at Acrisure she has worked on north of 100 new Partnerships and she looks forward to continuing to help drive our growth strategy in the future!

Prior to Acrisure, Shelby worked at a lower-middle market Private Equity firm in Chicago. Prior to that role, she worked in consulting at Ernst &Young. Shelby received both her Bachelor’s in Finance and Accounting as well as her MBA from Indiana University. Shelby is also a CPA with the state of Illinois.

Director, Mergers & Acquisitions

Dan Martin

Dan Martin joined Acrisure’s Business Development Team in April 2016 and works to support the company’s inorganic growth strategy through accretive acquisitions of quality independent insurance agencies and individual production talent. Dan focuses on sourcing, vetting, and executing transactions with potential Agency Partners and has worked on over 150 completed partnerships since joining the team.

Prior to joining Acrisure, Dan was a part of Macquarie Capital’s insurance coverage team in Chicago focused on mergers, acquisitions and capital raises for clients in the insurance carrier, distribution and services space. Dan holds a BBA in Finance and a BA in Sociology from the University of Notre Dame.

Vice President, Mergers & Acquisitions

Kyle Miller

Kyle Miller brings his expertise in mergers and acquisitions to vet, price, and execute new deals. Through leveraging referrals from existing agency partners and deal brokers, Kyle has expanded Acrisure into new geographies and niche verticals. In addition, Kyle advises partners in their inorganic growth efforts.

Since joining Acrisure in June of 2015, Kyle has vetted over 750 domestic and international independent insurance agencies and completed over 100 acquisitions.

Prior to joining Acrisure, Kyle worked as a Private Client Advisor at MB Financial Bank servicing high net worth clients and family offices. Kyle holds a BS in Finance and Entrepreneurship from Indiana University’s Kelley School of Business.

Director, Mergers & Acquisitions

Ben Walsh

Ben joined Acrisure in August 2018 as part of the mergers and acquisitions team supporting the company’s effort to grow it’s Agency Partner network. Prior to joining Acrisure, Ben spent three years working for Intralinks, a leading financial technology provider, managing their largest alternative investment relationships in the Midwest. Ben holds a Bachelor of Science in Business Management from the Kelley School of Business at Indiana University.

Director, Administrative Services

Tonya Lee

Tonya leads Acrisure’s Administrative Services group under the Mergers & Acquisitions team, which supports our Agency Partners in the integration and operational aspects that come with the decision to join Acrisure as a valued Agency Partner.

Prior to Acrisure, Tonya spent 10 years in a leadership role with a professional employer organization (PEO) before they became a partner of Acrisure in 2009. Tonya brings over 20 years of experience in the HR, health and retirement plan management fields. In 2009, Tonya continued to lead the PEO benefits department and also took on the management of the Acrisure National Health and Retirement programs. Also in 2009, Tonya joined and a short time later led and supported the team that handled the integration efforts necessary to onboard our new Agency Partners prior to and after close. After managing dual roles for a number of years with Acrisure, Tonya officially joined the M&A team in 2016 to focus solely on supporting our Agency Partners as well as our Home Office teams on all integration and operational efforts.