National Expansion Surpass licensing in 49 states and DC with premium exposure over 70 million, presenting opportunities to cross-sell national coverage, excess & surplus placements, and multi-market solutions to brokers seeking scalable wholesale capacities.

Acquisition Momentum Recent acquisition of US Pro Insurance Services signals growth via inorganic expansion, creating potential for joint opportunities, expanded specialty lines, and shared client referrals across broader markets.

Specialty Focus Strong emphasis on niche and specialty lines (oil & gas, cannabis, environmental, professional liability, marine, and other complex risks) suggests demand for targeted underwriting expertise and bespoke programs for agents serving specialized industries.

Robust Scale Revenue in the 100M–250M range with a mid-sized employee base indicates capacity to handle larger accounts and multi-state programs, offering a compelling option for growth-focused brokers seeking scale and reliability.

Client-Centric Longstanding commitment to client-focused service and strong market access aligns with agents seeking consistent service levels, reliable markets, and fast problem resolution to strengthen broker-client relationships.