Mike Almberg

Mike Almberg is a Partner at Legacy Advisors in Boston, Massachusetts, specializing in guiding insurance agency owners through the process of optimizing and maximizing the value of their businesses ahead of a sale or transition. His current responsibilities focus on strategic advisory services for insurance agency transactions, including valuation improvements and M&A execution, leveraging both his industry knowledge and client-centered approach. Almberg is recognized for building long-term relationships with agency owners and providing education-based guidance tailored to support clients at pivotal moments in their business lifecycle.

Prior to joining Legacy Advisors, Almberg built his investment career at Spring Lake Equity Partners, where he advanced from Associate to Senior Associate. During his time at Spring Lake, he focused on growth equity investments primarily within technology and tech-enabled services, partnering closely with management teams to foster operational improvements, revenue growth, and successful exits. Before this, Almberg also gained experience at Indicator Ventures, strengthening his expertise in sourcing and executing investments in innovative sectors.

Almberg holds a Finance degree from Bentley University and is an alumnus of St. George’s School. He specializes in the financial services and insurance brokerage sectors, with a proven track record in leading transactions and value-creation strategies for private business owners. Through his roles, he has contributed to over $200 million in successful transactions, helping owners develop actionable strategies to enhance enterprise value before entering the market.