Legacy & Reach Longstanding independent agency in Michigan with 75+ years in business and 11-50 employees, suggesting stable client base and potential for cross-sell to existing local commercial and personal lines customers.

FDI Group synergies Part of The FDI Group with nine affiliates and a focus on integrity, continuity, and innovation, indicating opportunities to partner on broader risk services, technology-enabled solutions, and shared carrier access for multi-line deals.

Tech stack signals Utilizes WordPress, Shopify, Vue.js, jQuery and Google Tag Manager, signaling readiness for digital engagement, online quote capabilities, and potential upsell of digital marketing, e-commerce insurance products, or client self-service tools.

Mid-market focus Revenue in the 10M–25M range with multiple insurers represented, suggesting target for mid-market business insurance programs, bundled offerings, and carrier optimization services to improve coverage and cost efficiency.

Growth opportunities Independent agency with strong local presence and potential to expand within a competitive national broker landscape, presenting entry points for strategic partnerships, advisory services, and cross-sell into affiliated entities or carriers seeking distribution diversification.