Established reputation Longstanding, reputable independent insurance agency with over 40 years in operation and a stable management team, suggesting credibility and potential for high-value enterprise partnerships.

Expansion history Acquired by Risk Strategies in 2016, indicating the opportunity to engage with a subsidiary network and leverage cross-sell of risks across a larger broker ecosystem.

Growth potential Revenue in the mid-range ($25M–$50M) and a 49-person professional staff, signaling room for scaleable insurance programs, carrier partnerships, and mid-market target opportunities.

Technology footprint Tech stack includes AWS, WordPress, Mimecast, Smartsheet, Google Analytics, and Apache, suggesting openness to modernization, data-driven marketing, and digital value-added services.

Talent development Strong emphasis on ongoing education and designations with a tenure-rich workforce, presenting upsell possibilities around professional development, training partnerships, and enhanced client service capabilities.