Acquisition Opportunity Caton Hosey Insurance was acquired by Brown & Brown, Inc. in December 2023, presenting a potential cross-sell and integration opportunity with Brown & Brown's broader carrier relationships, client base, and back-office capabilities.

Carrier Network Strength As a multi-line independent agency representing over 40 carriers, there is potential to expand coverage options for existing clients, upsell to higher-margin lines, and tailor packaged solutions that leverage carrier diversity and product breadth.

Tech Driven The emphasis on high tech sales, automation, and a modern tech stack (HubSpot, WordPress, Google Cloud, OneTrust, Shopify, KnowBe4) indicates readiness for data-driven prospecting, personalized campaigns, and scalable renewal/retention initiatives.

Financial Scale Revenue range of 100M to 250M with a mid-sized employee base signals opportunity to engage in enterprise-risk management, commercial lines optimization, and benefits consulting for mid-market to growth-stage businesses.

Market Positioning Longstanding Florida heritage and a partner-centric service model position Caton Hosey as an appealing target for regional expansion, affinity partnerships, or strategic alliances to capture growth in Property, Casualty, and Benefits segments.