Balance Partners is proud to announce the partnership of Vanguard Specialty, marking a key milestone in our strategic growth and a significant step in scaling our professional liability offerings. This strategic partnership brings together two companies with a shared commitment to underwriting excellence and long-term growth.
As Balance Partners co-founder Joe Calise stated, "This was the first one that really thread the needle for us on a myriad of things. The owner-operators have a similar mindset to Michael and me, they have a track record with great carriers that they represent, and they built everything organically."
By combining our platforms, we will enhance Vanguard Specialty’s capabilities, expand distribution, and drive continued success in the specialty insurance market.
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