Mountain State Insurance Agency

Based on public information · Profile not yet claimed

Independent agency

Offices: Charleston · West Virginia

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Mountain State Insurance Agency is an independent insurance agency licensed in Charleston, WV. Lines listed: Insurance, employee benefits, and financial services. Founding or history: 1917. Agency Match assessments based on public information: Mentorship & Peer Connections high; Looking to Buy medium; Business Partnerships medium. 43 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: scored from documented acquisitions, growth and offices on the public record.
Open to Selling: not enough public facts for a score.
Mentorship & Peer Connections: scored from public signs of leadership, teaching and association ties.
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

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

Medium · 50

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

Agency Match score: 50/100 · Medium confidence: 3+ public facts

Why: Documented acquisition of another agency; three or more named leaders; public history of 15+ years in business or in the industry

Documented acquisition of another agency · Expansion: In January of 2019 Mountain State Insurance purchased the Ted V.mountainstateinsurance.com
Three or more named leaders · Leadership: David Canterbury, Vice Presidentmountainstateinsurance.com
Public history of 15+ years in business or in the industry · 1917mountainstateinsurance.com

What this rating was based on (3 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.

Documented acquisition of another agency+35 pts
- Expansion: In January of 2019 Mountain State Insurance purchased the Ted V.mountainstateinsurance.com
Three or more named leaders (supporting)+10 pts
- Leadership: David Canterbury, Vice Presidentmountainstateinsurance.com
- Leadership: Robert R. Jones, Presidentmountainstateinsurance.com
- Ross Johnson, Presidentmountainstateinsurance.com
- Patrick Kee, Vice Presidentmountainstateinsurance.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1917mountainstateinsurance.com

Total: 50 points → Agency Match score 50/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 6 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

Low · 8

Acquisition Research Fit is low. Formation year 1917 is on a verified record (109 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

Formation year 1917 is on a verified record (109 years in operation). Verified · +8 ptsmountainstateinsurance.com

Transition signals

This agency has bought another book or agency. That is buyer activity.

Countervailing evidence: This agency has bought another book or agency. That is buyer activity.

Confidence: low. Separate from the rating.

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

Confirmed sale interest: Unknown

Mentorship & Peer Connections

High · 60

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

Agency Match score: 60/100 · High confidence: 5+ public facts from 2+ sources

Why: Named leadership role in an insurance association; public history of 15+ years in business or in the industry; civic or community leadership role

Named leadership role in an insurance association · Insurance association leadership: Brady Campbell, Treasurer Mountain State Insurance Agency, Inc., Charlestonlootpress.com
Public history of 15+ years in business or in the industry · 1917mountainstateinsurance.com
Civic or community leadership role · Civic leadership: David has served on various boards, including City Holding Company, Charleston Rotary Club, mountainstateinsurance.com
Public history of 30+ years in business or in the industry · 1917mountainstateinsurance.com

What this rating was based on (5 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.

Named leadership role in an insurance association+30 pts
- Insurance association leadership: Brady Campbell, Treasurer Mountain State Insurance Agency, Inc., Charlestonlootpress.com
Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1917mountainstateinsurance.com
Civic or community leadership role+10 pts
- Civic leadership: David has served on various boards, including City Holding Company, Charleston Rotary Club, Edgewood Cmountainstateinsurance.com
Public history of 30+ years in business or in the industry (supporting)+5 pts
- 1917mountainstateinsurance.com
Three or more named leaders (supporting)+5 pts
- Leadership: David Canterbury, Vice Presidentmountainstateinsurance.com
- Leadership: Robert R. Jones, Presidentmountainstateinsurance.com
- Ross Johnson, Presidentmountainstateinsurance.com
- Patrick Kee, Vice Presidentmountainstateinsurance.com

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

Confidence (separate from the rating): High confidence: 5+ public facts from 2+ sources · 8 facts from 2 websites.

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

Business Partnerships

Medium · 45

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: 45/100 · High confidence: 5+ public facts from 2+ sources

Why: Niche specialty line documented; three or more carriers named; several documented lines of business

Niche specialty line documented · Specialty focus: the independent insurance agency has grown considerably with a focus on public works contractwvexecutive.com
Three or more carriers named · Agent for Continental Petroleum, LLC and Horizon Energy Corporationmountainstateinsurance.com
Several documented lines of business · Insurance, employee benefits, and financial servicesmountainstateinsurance.com

What this rating was based on (3 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
- Specialty focus: the independent insurance agency has grown considerably with a focus on public works contractors and thwvexecutive.com
Three or more carriers named+15 pts
- Agent for Continental Petroleum, LLC and Horizon Energy Corporationmountainstateinsurance.com
- Travelersmountainstateinsurance.com
- Westfieldmountainstateinsurance.com
- Encovamountainstateinsurance.com
- Cincinnati Insurancemountainstateinsurance.com
- CNAmountainstateinsurance.com
- Safecomountainstateinsurance.com
- Zurichmountainstateinsurance.com
- Chubbmountainstateinsurance.com
Several documented lines of business (supporting)+10 pts
- Insurance, employee benefits, and financial servicesmountainstateinsurance.com
- Auto, homeowners, business, umbrella, renters insurancemountainstateinsurance.com
- insurance, employee benefits, and financial servicesmountainstateinsurance.com
- homeowners insurance, auto insurance, and personal insurancemountainstateinsurance.com
- Workers' Compensation, Surety Bonds, Home Businessmountainstateinsurance.com
- insurance, employee benefits, and financial services productsmountainstateinsurance.com
- homeowners insurance, auto insurance, and personal insurancemountainstateinsurance.com
- Workers' Compensation, Surety Bondsmountainstateinsurance.com

Total: 45 points → Agency Match score 45/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): High confidence: 5+ public facts from 2+ sources · 18 facts from 2 websites.

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

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #100114110 (NPN 7996575), licensed at Charleston, WV

sbs.naic.org

ChannelPublicly sourced

Independent agency

“Mountain State Insurance Agency is an independent agency serving large and small business”

Mountain State Insurance Agency

Agency Match assessments

Looking to Buy

Open to Selling

Mentorship & Peer Connections

Business Partnerships

Record & channel

Locations & footprint

Highlights

Story so far

Names & entities

Facts from published sources (43 verified)