Team & Bios

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Entrepreneurs First.
Partners Always.

At SB Legacy Partners, our team is made up of entrepreneurs and operators who have built, grown, and exited businesses — more than once.

We know firsthand what it takes to build something meaningful, the responsibility that comes with leadership, and the complexity of deciding when — and how — to transition. That lived experience shapes how we listen, how we partner, and how we structure outcomes for founders.

We don’t approach businesses as financial assets. We approach them as legacies.

Collective Experience

Collectively, the SBLP partners have:

Built and exited 6 platform
businesses

Completed 260+ add-on
acquisitions

Created over $2B of equity
value

Partnered with founders through multiple market cycles

Generated ~20x average realized MOIC across exited partner transactions

For founders considering rollover equity, these outcomes matter. They reflect our ability not just to acquire businesses, but to grow them, steward them, and realize value responsibly over time.

Terry Scali
Partner
Terry is a lifelong entrepreneur and operator who has founded, scaled, and exited multiple insurance platforms through disciplined buy-and-build strategies.

As a founder and CEO, Terry has:
01
Built four scaled insurance platforms
02
Led 170+ acquisitions
03
Created $2.6B+ of shareholder value across multiple cycles
04
Served as CEO through platform exits and post-transaction growth
Terry is deeply respected by founders, producers, carriers, and management teams for his ability to scale businesses while preserving culture, autonomy, and alignment. His experience as a founder — not just an investor — gives him a unique ability to relate to sellers navigating succession, liquidity, and growth decisions.

Outside of work, Terry is a family-first person who values long-term relationships, mentorship, and building organizations that people are proud to be part of.
Dan Bennatt
Partner
Dan is an entrepreneur, investor, and founder of JDB Capital Partners, where he spent over 25 years advising and investing in privately held businesses across multiple industries.

Dan brings:
01
30+ years of investment banking and private equity experience
02
Hands-on involvement in platform creation, scaling, and exits
03
Deep expertise in structuring transactions that balance liquidity, alignment, and downside protection
As a founder himself, Dan understands the personal and financial complexity of exits, recapitalizations, and long-term ownership decisions. His role within SBLP centers on thoughtful structuring, capital discipline, and ensuring outcomes work for founders, rollover investors, and long-term partners alike.

Outside of investing, Dan values family, time outdoors, fitness, and building enduring partnerships — professionally and personally.
Joe Scali
Partner
Joe brings an entrepreneur’s mindset to sourcing and partnership development, having built one of the most effective insurance-focused origination engines in the lower middle market.

Joe has:
01
Led 100+ insurance transactions totaling $600M+ in volume
02
Built deep, long-standing relationships with founder-owners
03
Developed a repeatable, direct-to-owner sourcing model focused on first-time sellers
Joe’s strength lies in trust-based relationships and a deep understanding of founder motivations. He is often the first call sellers make when they begin thinking — quietly — about what’s next.

Joe is known for his calm, straightforward style, long-term orientation, and commitment to building relationships that endure well beyond a transaction.

Why This
Matters to Founders

Founders considering a partnership with SB Legacy Partners aren’t just evaluating price — they’re evaluating who they’re trusting with what they built.

Our experience as entrepreneurs gives us:

Empathy for the weight of the decision
Respect for legacy, employees, and culture
Credibility with rollover equity and shared upside
A long-term mindset shaped by real ownership

We’ve been where you are — and we take that responsibility seriously.

If you’re thinking about liquidity, growth, or a future transition, we welcome a discreet conversation.

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