Clearview Insurance: From Scratch Agency to $50MM in Premium in 3.5 Years
A Case Study in Strategic Acquisition Financing
This case study explores how Brian Kutayiah, founder of Clearview Insurance, built a thriving independent insurance agency from scratch. The agency experienced significant growth, reaching over $50 million in premium within just 3.5 years.
Quick Facts
ESTABLISHED: 2021
BUSINESS CHALLENGE: Finance acquisition strategy
HOW OAK STREET FUNDING HELPED: Oak Street Funding helped finance four acquisitions in two transactions in 2023. Through the success of the acquisitions, Clearview reached $50MM in premium the following year.
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