Growth opportunities Recent expansion activity with a new Concord location signals potential cross-sell opportunities in franchise support, insurance for rapid store rollouts, and coverage for multi-site operations as the company scales.

Operational consolidation Closure of Greensboro offices suggests evaluating digital or remote-first risk management needs, offering streamlined coverage for remote workers, cybersecurity, and property/contractor exposure across dispersed teams.

Brand partnerships Existing sports-related sponsorships with the Charlotte Hornets indicate a track record in promotional collaborations; leverage this to propose targeted insurance programs for venues, events, and sponsorship-integrated marketing operations.

Technology footprint Tech stack featuring marketing and e-commerce platforms (AdRoll, Google Ads, The Trade Desk, WordPress, Shopify) creates opportunities to offer cyber liability, data privacy, and marketing technology risk coverage for digital marketing agencies and retailers.

Financial tier Mid-market revenue range aligns with scalable insurance solutions such as packaged SME policies, cyber, and business interruption; target growth-focused SMBs in similar industries or geographies as adjacent expansion to maximize upsell potential.