Acquired by Risk Strategies Recent acquisition by Risk Strategies in May 2023 suggests a shift in ownership and potential integration opportunities with Risk Strategies’ national carrier relationships, re-underwriting processes, and cross-sell of commercial insurance and employee benefits.

Mid-market Focus As an independent agency serving commercial businesses, government and institutional clients, and associations in South Florida, there is clear cross-sell potential for bundled insurance programs and employee benefits across mid-market accounts within Risk Strategies' expanded network.

Healthy Revenue Base Estimated annual revenue in the mid-range of tens of millions indicates a solid client base and wallet share potential for introducing new lines, higher-value risk management services, and specialized coverage options to deepen client relationships.

Local Presence Strong South Florida footprint with local servicing capabilities can be leveraged to win regional growth opportunities, including condominium associations, homeowners associations, and local governmental/educational entities seeking tailored risk transfer solutions.

Tech-Enabled Client Service Existing tech stack elements (like WordPress, Google Analytics, reCAPTCHA, and standard web tools) imply opportunity to upsell digital engagement products, client portals, and data-driven risk insights to improve prospecting, policy servicing, and renewal workflows.