Private Equity Investor


Rick Mortimer is a Private Equity investor in early stage insurance agency and brokerage firms assisting them with capital, growth strategy and perpetuation planning.

-New Ventures
-Merger & Acquisition
-Board Participation
-Business Planning & Strategy

Owner: Mortimer Properties - Brea, CA
Co-Founder and managing general partner: MGIS P&C, Inc. sold 50% equity share to MGIS, Inc.

Partner: R. W. Mortimer & Associates Insurance Agents and Brokers, Inc. Sold to Brown &
Brown, Inc., 2002 B&B on NYSE.
Created: HealthCare Professionals Insurance Services, Orange County, CA - Sold to B&B
with R. W. Mortimer Transaction.
Created: Peach Tree West Insurance Services - B&B first wholesale operation in the west with offices in Los Angeles and Seattle. Merged it with IE&S after B&B's successful larger acquisition in CA.
Created: CAP Physicians Insurance Agency, Los Angeles, CA in 2008 and served as director. This vehicle was used to merge CAP equity stake in another agency as a step to dissolving a partnership.

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