As an entrepreneur focused on search fund–style insurance agency acquisitions backed by a family office, I’ve worked with many financial institutions. Cypress stands out as truly entrepreneurial in spirit. They don’t just lend; they take the time to understand my business model, my acquisitions strategy, and the unique nuances of building through M&A.
I felt this throughout the entire process thus far. from the first conversation I had with my banker there- Luis. He was super responsive, thoughtful, and a resourceful problem solver. To my last discussion with their senior trust officers.
Over the past five years, I’ve experienced the surreal journey of seeing my net worth grow 50x. With growth like that, you need more than just capital—you need partners who understand both the velocity and the complexity of entrepreneurial expansion. Their lending group has been a cornerstone of my growth, and while I mostly lean on them for financing, their trust and legal departments are genuinely best in class.
What I value most is their mindset: they approach challenges and opportunities like entrepreneurs themselves, and that makes all the difference. For anyone building aggressively through acquisitions, I couldn’t recommend a better banking partner.
