Growth potential Mid-sized actuarial consulting firm with revenue between 10M and 25M and a focused national client base suggests opportunities to expand captive program services, pricing studies, and self-insurance program offerings to additional industries or larger multi-state clients.

Specialized expertise Strong deep actuarial capabilities with five credentialed actuaries and broad service lines including captive feasibility, rate filings, and reserve management indicate cross-sell potential to existing clients seeking end-to-end risk management and regulatory support.

Geographic reach Two office locations in Charleston and Burlington enable engagement with clients across key regions; explore partnerships or co-sell with regional insurers or brokers to win local to national accounts.

Partnering growth Small to mid-sized team size presents an opportunity to package scalable, high-margin services for client expansion cycles, including onboarding programs for captives and self-insurance solutions that can be delivered efficiently by analysts under senior guidance.

Competitive positioning As a focused actuarial risk management firm in a market with large players, position Bartlett Actuarial Group as a nimble, client-focused alternative for bespoke captive and regulatory support to win mid-market clients seeking personalized service.