Employee Owned Advantage Leverage McDermottCosta's ESOP structure and local East Bay roots to position as a trusted partner for owner-managed businesses seeking tailored risk management, employee benefits, and retirement planning solutions across California and beyond.

Multi Industry Focus Target sectors where risk management needs are high—real estate, non-profits, restaurants, manufacturing, and community developments—and offer integrated packages combining commercial insurance, risk management, and group benefits to improve coverage and drive cross-sell opportunities.

Regional Reach Highlight licensed operations in over 40 states to win engagements with growing mid-market clients that require scalable insurance and benefits programs with local expertise and national capabilities.

Digital Presence Capitalize on their tech stack including WordPress, AWS, and analytics to propose data-driven underwriting, personalized risk assessments, and streamlined digital onboarding for new clients and employees.

Stability and Trust Position as a long-standing, 71-year-old, employee-owned firm with a best practices pedigree to attract risk-averse organizations seeking stable relationships, transparent pricing, and collaborative risk management programs.