Acquisition Opportunity Capital Risk Management Group was acquired by Evelyn Partners Limited in June 2022, signaling a potential cross-sell of personal and business insurance solutions through a larger network and enhanced resources.

SMB Focus With a small team of 2-10 employees and an emphasis on educating individuals and business owners, there is potential to offer scalable, affordable insurance programs tailored for small to mid-size enterprises and their owners.

Growth Readiness Revenue is in the multi-million range, indicating established client bases and policy portfolios that can be expanded via bundled offerings, risk management services, and strategic partnerships.

Digital Presence Current tech stack features WordPress, Google Tools, and standard web technologies, suggesting opportunities to modernize marketing automation, CRM integration, and online quoting to accelerate lead generation and conversion.

Market Position Operating as an independent agency in Tennessee with a local footprint presents a doorway to regional growth through carrier partnerships, specialized coverage options, and targeted local business development campaigns.