Acquisition Focus Recent sale to Towerstone, Inc. signals a shift in ownership and potential strategic realignment. Opportunities may exist to reintroduce relationships with a broader carrier panel and leverage Towerstone’s network for expanded market access and cross-sell of excess & surplus lines.

Growth Readiness Revenue in the upper mid-range of 100M-250M indicates substantial scale with room to optimize underwriting capacity, technology-enabled workflows, and innovative products for complex jumbo and niche risks across the Northeast, Mid-Atlantic, and Florida markets.

Diversified Capabilities Full service E&S broker and MGA offering casualty, property, marine, surety, and international exposures across multiple carriers (domestic, London, Dublin, Bermuda) presents cross-sell potential to existing insureds and referral partners seeking multi-line capacity.

Tech & Data Technology stack includes modern mapping, analytics, and web assets (Mapbox GL JS, JSON-LD, S3) with security measures. Leverage data-driven underwriting and digital servicing to attract brokers seeking efficient, transparent processes and faster quotes for complex risks.

Strategic Partners Operational presence across Northeast, Mid-Atlantic, and Florida combined with a broker-focused service model highlights opportunities to partner with regional retail brokers, capitalize on openings from the acquisition, and expand into adjacent markets or industries underserved by incumbents.