Equal Parts, a platform focused on technology for insurance, has purchased Strategic Insurance, a US-based company serving families and small enterprises. 

Financial specifics of the deal remain undisclosed.  

Set up in 2020 by Benito Ortiz, Strategic Insurance began as a solo venture and has since expanded to serve more than 2,500 clients.  

Ortiz said: “I had multiple offers on the table from private equity groups. They were financially sound, but felt transactional. Equal Parts offered something different – a vision for growth and innovation while preserving the values we have built our agency on.” 

Through this acquisition, Strategic Insurance will utilise Equal Parts’ technological tools and operational resources to simplify administrative tasks.  

This shift will allow Ortiz and his team to prioritise client engagement and business development.  

Strategic Insurance will maintain its local identity while using Equal Parts’ infrastructure to broaden its offerings and extend its presence in Albuquerque, New Mexico and beyond. 

Equal Parts collaborates with independent agencies, providing technology, funding and operational assistance to support growth.  

Equal Parts CEO and founder Michael Witte said: “What Benito and his team have built over the past five years is remarkable. We are not just buying policies – we are partnering with visionary leaders. Our mission is to equip founders like Benito with the technology, resources and support to take their agencies to the next level. 

“This isn’t just an acquisition. It is proof that there is a better future for independent agencies – one built on speed, innovation and entrepreneurs like Benito who are ready to grow.” 

In June 2025, Equal Parts acquired Assurely, an insurance provider based in Austin, Texas, focused on start-ups and growing businesses. 

Founded by David Carpentier and Ty Sagalow, Assurely offers insurance solutions for companies with intricate funding models, crowdfunding components or unconventional investor groups.