Market Positioning Cadence Insurance is the 8th largest independent agency in the Greater Houston Area with long-standing relationships and underwriters, indicating stable carrier partnerships and potential opportunities to expand commercial lines for mid-market clients.

Industry Focus Strong exposure in energy, construction, real estate, financial/D&O, healthcare and heavy industrial suggests cross-sell potential to existing clients and expansion into specialized risk programs for related industries.

Growth Opportunities Affiliation with Cadence Bancorp and noted strong growth over the last six years presents a pathway to leverage cross-sell between banking and insurance products, including risk management and employee benefit offerings.

Technology Footprint Utilizes multiple tech platforms (Google Cloud, CDN, OpenResty, Nginx) which may enable streamlined digital marketing, self-service quote capabilities, and scalable client servicing to attract tech-savvy clientele.

Size & Service Mid-sized firm with a broad service footprint across Houston, Galveston, League City and Fort Worth, offering opportunities to target mid-market businesses seeking comprehensive insurance programs and scalable partner for growth.