Who we are
Execution is our business. Insurance is our roots.
Executio was built by people who’ve spent their careers inside brokerages and independent agencies — leading networks, closing M&A deals, producing commercial business, and solving the messy, operational stuff others avoid.
We know how hard it is to drive growth while navigating change. That’s why we focus on what matters: unlocking revenue, migrating books, and delivering outcomes that move the business forward.
We work shoulder to shoulder with agency and brokerage leaders — no fluff, no retainers, no slide decks. Just real progress, grounded in real experience.
“Sara’s extensive understanding of the brokerage business, combined with her experience in M&A, uniquely positions her to identify synergy opportunities, pinpoint areas of concern, and highlight key value drivers. This capability not only enhances our strategic initiatives but also ensures that we maximize potential outcomes with every opportunity. She consistently delivers ahead of schedule and the output is always exceptional.”
Meet the Team:
Sara Sattler - Partner - Brokerage Strategy & Execution
