Mid-market Focus Independent broker with a focused mid-size business client base and revenue in the 25-50 million range presents a solid cross-sell opportunity for broader coverage, employee benefits, and risk management services.

Comprehensive Offerings Full-service risk assessment and coverage across commercial general liability, property, auto, workers compensation, surety bonds, and employee benefits create openings to upsell bundled solutions and new product lines such as cyber, talent management, and specialty risk.

Longstanding Expertise Since 1977, proven track record enables credibility when engaging larger carriers and partners for program enhancements, potential preferred pricing, and expanded capacity for complex risk profiles.

Personal Asset Protection Offer family and personal lines alongside business coverage to deepen client relationship, improve retention, and create cross-sell pathways into personal cyber and homeowners bundled discounts.

Growth Readiness Revenue scale and independent model position the firm for strategic partnerships, agency acquisitions, or referral networks with larger brokers seeking niche mid-market insurance expertise and local market knowledge.