Acquisition context Caton-Hosey Insurance was acquired by Brown & Brown, Inc. in December 2023, indicating potential integration, client migration, and service consolidation opportunities to cross-sell Brown & Brown offerings or expand portfolio protection for existing Caton-Hosey clients.

Mid-market footprint With 11-50 employees and revenue in the 100M–250M range, Caton-Hosey sits in a scalable mid-market segment that could benefit from enhanced risk management services, cyber and technology insurance, and carrier optimization to improve coverage while managing costs.

Tech-driven sales The firm emphasizes high-tech sales, automation, and client education, suggesting opportunities to offer advanced insurtech solutions, data analytics, and digital marketing services to improve lead conversion, policy servicing efficiency, and customer engagement.

Carrier leverage As a multi-line independent agency representing 40+ carriers, there is room to propose programmatic carrier optimization, specialty lines, or capacity enhancements that align with evolving market trends and client risk profiles.

Growth catalysts Given their long-standing reputation and Florida footprint, there are expansion opportunities into adjacent risk areas (property, casualty, benefits) and targeted industries, including small-to-mid-size businesses, where bundled solutions and employer benefits packages can drive growth.