We're thrilled to announce a significant milestone in our journey—Equal Parts has officially completed its first acquisition, warmly welcoming Austin-based Lumen Insurance and its founder, David Perez, into our growing family. This isn't just an acquisition; it's a powerful partnership built on a shared vision to redefine the independent insurance landscape.

At Equal Parts, we believe the future of insurance lies at the intersection of genuine human relationships and cutting-edge technology. Lumen Insurance perfectly embodies this philosophy, making them an ideal partner as we build a modern, human-centric approach to independent insurance.

Founded by David Perez in 2016, Lumen has carved out a remarkable niche by supporting venture-backed tech startups, guiding them through every phase of their growth. The team at Lumen is known not only for their deep expertise but also for their unwavering dedication to building trusted, lasting client relationships. With clients spanning from Austin to New York, Colorado, and California, Lumen's reach and impact speak volumes about their approach.

Why Lumen? Simply put, they exemplify everything Equal Parts stands for—relationship-driven service backed by deep industry knowledge. David Perez emphasized that joining forces with Equal Parts was a natural progression: "Equal Parts’ vision—to enhance relationships with AI-powered tools—will allow us to serve our clients more efficiently. It’s a perfect fit for addressing the human capital and technology challenges our industry faces."

Our CEO and co-founder Mike Witte shared his excitement about this milestone: "David and the Lumen team illustrate exactly what makes independent insurance agents so valuable—the strong relationships and trust they build with their clients. We’re partnering with exceptional people who share our belief that the future of insurance is equal parts relationships and innovation."

Looking ahead, our journey is clear and ambitious. We aim to empower independent agencies by providing them with advanced AI tools to streamline operations, improve efficiency, and amplify the human relationships at the core of insurance. This strategic combination of technology and humanity will redefine how independent agencies operate, thrive, and serve their communities.

Today marks just the beginning. As we warmly welcome Lumen Insurance and David Perez, we set our sights on a future filled with innovation, growth, and deepened relationships.

Welcome aboard, Lumen and David. Together, we’re building the future of independent insurance.