Acquisition Opportunity Tanenbaum Harber Insurance Group was acquired by Risk Strategies in January 2023, indicating potential cross-sell opportunities to Risk Strategies’ national client base and access to broader risk management services.

Markets and Size With revenue in the 100M-250M range and a nationwide commercial and personal lines focus, there is potential to target mid to large accounts seeking integrated risk management and heavy industry coverage alongside personal wealth protection.

TechStack Leverage Reliance on cloud and collaboration tools like Microsoft Azure, Smartsheet, and generic web technologies suggests openness to digital platforms for underwriting, policy administration, and client portals—a doorway for tech-enabled service enhancements.

Growth Viability The firm’s footprint in Florida with a national reach implies potential to expand book of business through partnerships, especially with Risk Strategies’ resources, carrier access, and specialty markets.

Risk and Wealth Service offerings spanning commercial risk, personal insurance, and financial products (life, long-term care, annuities) present cross-sell potential to affluent and family office segments seeking integrated risk and financial planning solutions.