Strategic Growth Risk Strategies is a rapidly expanding mid-sized specialty broker with multiple recent acquisitions (Griffith Insurance, Schroederinsurance, Capitol assets) and a growing footprint across the US, presenting cross-sell opportunities for Property & Casualty, Employee Benefits, and Private Client services to newly acquired agencies and their client bases.

Private Client Upsell With a strong emphasis on Private Client and high-net-worth solutions and recent hires involving family-owned agencies, there is a clear opportunity to expand affluent personal lines, bespoke coverage, and wealth management services to upper-tier clients across newly integrated regions.

Corporate Wellness Spirence Wellness partnership signals a focus on preventive mental health solutions; this opens a pathway to offer employee well-being programs, EAP services, and risk management consultations to employer groups, potentially improving retention and claims outcomes.

Technology Leveraging Existing tech stack including AWS, ServiceNow, Qlik Sense and modern IT tooling indicates readiness for data-driven risk analytics and digital client experiences; leverage for SBE analytics, digital benefits platforms, and integrated risk management portals to differentiate proposals.

Competitive Position As a leading private, privately held broker with 150+ locations and 5,000+ professionals and a multi-year recognition as a best place to work, position Risk Strategies as a growth partner for mid-market clients seeking stability, specialist insights, and scale through Brown & Brown affiliation, creating opportunities for enterprise-wide risk programs and cross-sell.