Recent Acquisition With Marsh & McLennan Agency's acquisition of The Horton Group in July 2024, there is an opportunity to offer customized integration solutions, advanced insurance products, and cross-selling of risk management services aligned with MMA's expanded portfolio.

Strong Market Presence Operating as one of the largest privately-held insurance brokers with a revenue between 1 and 10 billion and a workforce of over 200, suggests significant market reach, presenting opportunities to target mid-sized and large organizations across various sectors.

Diverse Service Offerings The company's comprehensive suite of insurance services including business insurance, employee benefits, private client insurance, and retirement planning enables targeted cross-sell opportunities across different client needs and industry segments.

Technological Engagement Utilizing advanced digital tools such as Google Tag Manager, Cloudflare, and WordPress indicates a strong online presence, providing avenues for digital marketing and lead generation campaigns tailored to insurance and risk management solutions.

Industry Recognition Being recognized as a Best Places to Work in Insurance highlights a positive employer brand and organizational stability, offering opportunities to target HR and corporate clients interested in employee engagement and workplace benefit solutions.