The Team

Peter Milnes has more than three decades of industry experience, creating INEX Capital & Growth Advisors in 2000 to provide advisory services to insurance carriers, agencies, insurance aggregators, financial institutions, and private equity groups. Since its inception, Peter has been serving as Chairman and CEO, responsible for the organization’s vision, long-term planning, new business development, and all financial aspects of the company.

Peter utilizes his financial acumen and extensive experience in mergers and acquisitions to create value by structuring opportunities, strategies, and solutions that are unique and customized to meet each client’s financial goals and objectives.

Peter also initiated the development of Optisure Risk Partners in 2015 and currently serves as its CEO. The multi-state retail insurance brokerage firm was conceived to provide an expertise-based, locally-oriented group of insurance professionals interested in converting their passion and excellence in the insurance business into equity opportunities in building a top-ranked U.S. broker.

In 2011, Peter developed Virtual Insurance Pro, an onshore business process outsourcing company (BPO) providing home-based, virtual insurance customer service representatives to insurance agencies.

From 1995 through 1999, Peter served as Chairman of USI New England. His responsibilities included oversight of various administrative, sales, acquisition, underwriting, and financial functions for USI Services Corp. (USIH), then the world’s sixth-largest property and casualty broker. He served as a member of USI’s Executive Committee and Leader Team and chairman of The Insurance Exchange, Inc. As a principal of The Insurance Exchange, he built the largest independent insurance agency in New Hampshire. He negotiated its merger with USI Insurance Services Corp as one of the founding institutions of that entity. Active in real estate development and various business ventures, he was also a founder and director of New England Insurance Co., Ltd (NEICO).
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Peter holds a BA in Economics from Bucknell University, the Aetna Commercial Insurance School for Agents, and PIA’s Insurance School at Oberlin, in addition to mastering a variety of additional insurance courses. Peter enjoys sailing, flying, kayaking, and scuba diving in his spare time.

Brook Milnes brings a deep track record of operational leadership, organizational design, and M&A integration within the insurance brokerage sector. His work spans valuation analysis, consulting strategy, and the development of scalable frameworks that help agencies modernize, grow, and integrate effectively.

Prior to returning to INEX, Brook served as Director of Strategic Initiatives at King Risk Partners. He led the firm’s Information Technology and  and the Marketing divisions of the organization and was a central architect of King’s evolution from a collection of independent agencies into a fully integrated, regionally aligned profit centers. Brook personally oversaw the conversion and integration of more than 30 acquired agencies across technology, operations, and brand platforms, authoring the standardized integration process King continues to use today.

At King, Brook also provided strategic guidance on enterprise-level decisions—from benefits design and organizational structure to leadership hierarchy and resource allocation. His work helped streamline executive bandwidth, align cross-departmental operations, and embed KPIs, frameworks, and automation that supported measurable improvements in performance and cohesion.

Earlier in his career at INEX, Brook served as Vice President, contributing to the review and compilation of agency valuation work, standardizing proposal frameworks, and implementing sales-driven CRM systems that increased renewal automation and follow-up discipline across consulting clients. He also supported organizational culture shifts through programs such as the Managed Exposure Program™, helping agencies adopt more structured sales practices.

Across roles, Brook is known for connecting strategy to execution, building systems that scale, and designing operational models that bring clarity, accountability, and efficiency to growing organizations.

Brad DeMay serves as Vice President at INEX Capital & Growth Advisors and as Vice President & General Manager of Virtual Insurance Pro (VIP). His work spans strategic growth, operational leadership, and the development of scalable platforms that support the evolving needs of insurance agencies nationwide. He is also the Managing Investor of Northstead Insurance, where he helps guide long-term direction, capital deployment, and organizational structure.

Before entering the insurance and advisory space, Brad built a distinguished career in global healthcare technology. At Philips North America, he served as Director of Strategy, where he shaped enterprise-level initiatives focused on portfolio optimization, market expansion, and operational efficiency. Prior to Philips, he led Strategy & Marketing for Abbott’s SH and CALA regions, overseeing commercial planning, product positioning, and cross-market growth across Latin America.

Brad’s background blends deep analytical expertise with hands-on leadership in high-complexity, high-regulation industries. His experience equips him to evaluate acquisition opportunities, structure integration pathways, and support organizations as they modernize systems, processes, and market approaches.

He holds an MBA from the Tuck School of Business at Dartmouth and a PhD from Dartmouth College.

Norma Milne’s career in the industry spans more than 30 years in the independent insurance agency system. Previously as COO of Operations for the New England division of a large insurance brokerage firm, the scope of her responsibilities included quality management; human resources, development and implementation of workflow and procedures; errors and omissions prevention, auditing, reporting, and monitoring; privacy training and compliance with various governmental requirements; and review of broker and carrier contracts.

Norma has served on the New Hampshire Big I Executive Board and on agency councils of many regional and national insurance carriers. She was a charter member of Insurance Women of Central New Hampshire. Her prior consulting practice, NMM Associates, provided assistance to agency principals who sought to review their office practices, workflows, and personnel effectiveness and achieve better utilization of technology.

A graduate of UNH, Norma holds a Bachelor’s degree in Insurance Agency Management. She has held the CIC designation for more than twenty-five years.

At Virtual Insurance Professionals, she works directly with agency principals/owners. By collaborating together, an outsourcing approach is designed for the handling of routine customer service by VIPro. This results in increased customer satisfaction through consistent customer service. The agency’s internal staff can then focus on revenue-enhancing activities with the following results: increased revenue per employee, E&O avoidance, consistent documentation and accuracy, and a service the agency can rely upon during times of staff disruption.

Daniel Sullivan is a seasoned financial professional with more than three decades of experience in the insurance industry. He began his career in 1970, working for several insurance companies, where he honed his skills in accounting, financial management, and controllership. Throughout his 20-year tenure, Daniel held various senior positions at New Hampshire Insurance Company, AIG, and Hanover Insurance Company.

In 1989, Daniel took on the role of Chief Financial Officer at The Insurance Exchange, which later became USI New England. He retired from this position in 2003, after serving the company for several years. However, his passion for finance and consulting continued, leading him to establish the Daniel D. Sullivan Consulting Group, LLC. The company provides financial consulting services to small and mid-sized businesses, including due diligence, financial analysis, management reporting, and financial services.

Daniel’s educational background comprises a BBS from Southern New Hampshire University (formerly New Hampshire College) and an MBA from Rivier University. These degrees, along with his extensive experience in the insurance industry, have equipped him with a comprehensive understanding of financial management and consulting, making him a sought-after consultant in his field.

Deb Slater is a highly skilled and experienced financial professional with a career spanning over 30 years. As a Controller for INEX Capital & Growth Advisors, Deb is tasked with preparing financials for a diverse range of entities, ensuring that all financial information is accurate and up to date.

Some of Deb’s responsibilities include monitoring all cash accounts, filing and monitoring surplus lines taxes, and preparing 1099s and tax reports for the tax accountants. Deb is known for her ability to assist with questions from all finance department members, including account managers, producers, and the finance team itself. With her exceptional attention to detail and deep understanding of financial systems and processes, Deb assists with all aspects of the business’s finances, from budgeting to actuals, providing critical support to the organization.

In addition to her finance and accounting expertise, Deb is experienced in setting up agency management systems in AMS360 and making changes in Prophix, the financial software system – a valuable asset to the organizations she has worked for. Her ability to quickly adapt to new systems and technologies is a testament to her versatility and commitment to staying current with industry advancements. Deb’s technical skills and financial knowledge allow her to streamline processes and improve efficiency, providing significant value to the organizations she works for.

Deb’s understanding of the importance of accurate and up-to-date financial information is evident in her commitment to ensuring that all financial systems function optimally. She is proactive in identifying areas for improvement and is always looking for ways to streamline processes and make financial information more accessible to those who need it. Deb’s approach to her work is results-driven, and her ability to work collaboratively with others makes her a valuable resource to the finance team, the account managers and producers, and everyone else in the organization.