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TERRY@EQUITYEXPANSION.COM

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(281) 799-0147


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ABOUT US


WHO WE ARE?

We are a private investment firm specializing in control and non-control
investments of companies in the insurance space.

Equity Expansion is a Dallas-based private investment firm focused on helping
growth-minded business owners and management teams building long term value in
companies. We focus primarily on entrepreneur-led companies in the small market
where our capital, experience and resources can impact results in a meaningful
way.

As long term investors, our interests are aligned with those of our partners.
Our primary aim is sustainable value creation through transformational change,
organic growth and strategic acquisitions.

We will pursue a variety of transaction structures, including full and partial
recapitalizations, growth financing, generational transitions and leveraged
buyouts.

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UNLEASHING OUR CLIENTS POTENTIAL BY MAXIMISING THE INNOVATION.


EXECUTIVE TEAM

CEO


ROBERT NICKELL

VICE PRESIDENT OF DEVELOPMENT


TERRY SWIFT

SALES DIRECTOR


JESSICA RODRIGUEZ

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ACQUISITION

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INVESTMENT CRITERIA

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INVESTORS

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CONTACT


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terry@equityexpansion.com


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(281) 799-0147


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