Market positioning As a mid-sized, multi-carrier agency serving Saint Louis with representation from over twenty carriers, Crawford-Butz & Associates has potential to expand in local business segments and target mid-market risks where broker-led shopping can outperform captive options.

Growth opportunities Revenue is in the high tens of millions with an employee base under 100, suggesting capacity to scaleservices for small to mid-sized businesses and to cross-sell products across existing carrier relationships.

Tech leverage Utilizes a modern tech stack including cloud services, email marketing automation, analytics, and CRM-ready tools, enabling data-driven prospecting, personalized outreach, and efficient quote workflows to accelerate new client acquisition.

Competitive landscape Positioned among large national brokers with strong brand recognition, there is an opportunity to compete on personalized service, local market knowledge, and tailored coverage solutions for SMBs seeking affordable, comprehensive risk coverage.

Expansion upside With 11-50 employees and a broad carrier roster, there is potential to expand service lines (cyber, E&O, workers comp, employee benefits) and pursue regional SMB markets adjacent to Saint Louis to drive brokerage growth.