Mid-Market Focus Durham & Bates specializes in serving middle market companies with sophisticated risk exposures, presenting an opportunity to offer tailored insurance solutions to similar clients seeking expert risk management and insurance brokerage services.

Regional Expertise Based in Portland with a focus on Northwest companies, Durham & Bates can be targeted for regional expansion efforts and partnerships with local businesses looking for experienced local insurance brokers.

Employee-Owned Advantage As an employee-owned firm with a dedicated team of over 40 associates, Durham & Bates emphasizes personalized service and deep industry expertise, making it attractive to clients valuing relationship-driven insurance partnerships.

Growth Potential With revenue estimates between $100M and $250M and a smaller, agile team, there is potential for expansion into additional industry sectors or larger accounts through strategic sales and service offerings.

Competitive Positioning Positioned alongside larger brokers like HUB and Aon, Durham & Bates can leverage its specialized technical expertise and regional focus to differentiate itself and target clients seeking customized, local risk management solutions.