Arthur J. Gallagher & Co.

Chairman and CEO J. Patrick Gallagher Jr. and the leadership team have compounded the franchise for decades with a distinctive culture, consistent producer development, and a disciplined M&A playbook. Communication is forthright, and the investor materials emphasize organic growth, margin discipline, and cash conversion.

We view management as owner‑oriented and long‑term focused, albeit willing to deploy significant capital when the industrial logic is compelling, as with AssuredPartners.