Patton Insurance Group INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Springboro · Ohio

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Patton Insurance Group INC is an independent insurance agency licensed in Springboro, OH. Lines listed: Personal Insurance, Business Insurance, Insurance by Industry. Agency Match assessments based on public information: Business Partnerships medium. 33 publicly sourced facts with links.

How we determined the info on this profile

License record: taken from the state license roster.
Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
Carrier partnerships: based on carriers named on the agency's website and on carrier logos on the agency's website.
Looking to Buy: not enough public facts for a score.
Open to Selling: not enough public facts for a score.
Mentorship & Peer Connections: not enough public facts for a score.
Business Partnerships: scored from carrier logos on the agency's website and from other public facts.

Research

Detailed profile

Geography

1 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Serves more than one state or a wide region; three or more named leaders

Serves more than one state or a wide region · OH, KY, IN, PA, TN, VA, IL, NC, TXpattoninsurancegroup.com
Three or more named leaders · Troy Patton - Principle Agentpattoninsurancegroup.com

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Serves more than one state or a wide region (supporting)+10 pts
- OH, KY, IN, PA, TN, VA, IL, NC, TXpattoninsurancegroup.com
Three or more named leaders (supporting)+10 pts
- Troy Patton - Principle Agentpattoninsurancegroup.com
- Diane Michaud - Commercial Specialistpattoninsurancegroup.com
- Brayden Patton - Licensed Agentpattoninsurancegroup.com
- Murat Makhmudov - Trucking Specialistpattoninsurancegroup.com
- Mieke Jo Highley - Customer Service Reppattoninsurancegroup.com
- Risk Factor, Ownerpattoninsurancegroup.com

Total: 20 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 7 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Insufficient Evidence

No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Three or more named leaders

Three or more named leaders · Troy Patton - Principle Agentpattoninsurancegroup.com

What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Three or more named leaders (supporting)+5 pts
- Troy Patton - Principle Agentpattoninsurancegroup.com
- Diane Michaud - Commercial Specialistpattoninsurancegroup.com
- Brayden Patton - Licensed Agentpattoninsurancegroup.com
- Murat Makhmudov - Trucking Specialistpattoninsurancegroup.com
- Mieke Jo Highley - Customer Service Reppattoninsurancegroup.com
- Risk Factor, Ownerpattoninsurancegroup.com

Total: 5 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 6 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Medium · 55

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 55/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; serves more than one state or a wide region

Niche specialty line documented · Trucking, Manufacturer, Retail, Restaurant, Schoolpattoninsurancegroup.com
Three or more carriers named · Independent, multiple carrierspattoninsurancegroup.com
Serves more than one state or a wide region · OH, KY, IN, PA, TN, VA, IL, NC, TXpattoninsurancegroup.com
Several documented lines of business · Personal Insurance, Business Insurance, Insurance by Industrypattoninsurancegroup.com

What this rating was based on (4 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Niche specialty line documented+20 pts
- Trucking, Manufacturer, Retail, Restaurant, Schoolpattoninsurancegroup.com
Three or more carriers named+15 pts
- Independent, multiple carrierspattoninsurancegroup.com
- Eriepattoninsurancegroup.com
- Progressivepattoninsurancegroup.com
- Safecopattoninsurancegroup.com
- National Generalpattoninsurancegroup.com
- Western Reservepattoninsurancegroup.com
- American Modernpattoninsurancegroup.com
- Chubbpattoninsurancegroup.com
- Encompasspattoninsurancegroup.com
- Foremostpattoninsurancegroup.com
- Hagertypattoninsurancegroup.com
- Hanoverpattoninsurancegroup.com
Serves more than one state or a wide region+10 pts
- OH, KY, IN, PA, TN, VA, IL, NC, TXpattoninsurancegroup.com
Several documented lines of business (supporting)+10 pts
- Personal Insurance, Business Insurance, Insurance by Industrypattoninsurancegroup.com
- Auto, Home, Life, Property, Businesspattoninsurancegroup.com
- Personal Insurance, Business Insurance, Insurance by Industrypattoninsurancegroup.com
- Personal Insurance, Business Insurance, Trucking, Manufacturer, Retailpattoninsurancegroup.com

Total: 55 points → Agency Match score 55/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 18 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 16140106), licensed at Springboro, OH

gateway.insurance.ohio.gov

ChannelPublicly sourced

Independent agency

“At Patton Insurance Group, we’re proud to operate as an independent agency, which means we’re not tied to a single carrier.”

Patton Insurance Group INC

Agency Match assessments

Looking to Buy

Open to Selling

Mentorship & Peer Connections

Business Partnerships

Record & channel

Locations & footprint

Highlights

People & affiliations

Names & entities

Facts from published sources (33 verified, 2 unverified)