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Transactions / Affordable American Insurance

Affordable American Insurance (AAI) Announces Strategic Growth Investment from Gauge Capital

Growth investmentannouncedannounced Feb 6, 2026Fact
What happened
Target
Affordable American Insurance
Platform
not an add-on on record
Control
unknown
Share acquired
unknown
Industry
financial_services / insurance
Target location
unknown
Seller kind
Family
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
6 named
Buy side
  • Sam SmithDeal partnerconfirmed
    “Sam Smith, Principal at Gauge Capital, added, "Chris and the AAI management team have built a differentiated agency network with strong carrier relationships, attractive agency partner economics, and a compelling growth runway.”
  • Gauge CapitalSponsorconfirmed
    “Gauge Capital is a middle-market private equity firm based in Southlake, Texas.”
Advisory side
  • Ballard SpahrLegal adviserconfirmedgaugecapital.com
    “Class VI Partners served as financial advisor to Affordable American Insurance, and Ballard Spahr served as legal counsel to the Company.”
  • Class VI PartnersSell-side adviserconfirmedgaugecapital.com
    “Class VI Partners served as financial advisor to Affordable American Insurance, and Ballard Spahr served as legal counsel to the Company.”
Side not stated
  • Chris FernandezManagementconfirmedgaugecapital.com
    “"AAI is excited to partner with Gauge Capital as we enter our next phase of growth while staying true to our core mission and vision for market leadership," said Chris Fernandez, President & CEO of AAI.”
  • Affordable American InsuranceTargetconfirmed
    “Affordable American Insurance (AAI) Announces Strategic Growth Investment from Gauge Capital”
Evidence
“Affordable American Insurance (AAI) Announces Strategic Growth Investment from Gauge Capital”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 15, 2026
Affordable American Insurance (AAI) Announces Strategic Growth Investment from Gauge Capit | Private Equity Intelligence | DFX