Acquired by CBIS was acquired by Hub International in January 2023, indicating a strong integration pathway for cross-sell opportunities into Hub International’s extensive client base and product suite.

Diversity and Benefits As a WBENC certified firm offering risk management, employee benefits, and HR/Legal support, there is potential to position comprehensive benefit programs and compliance services to mid-market clients seeking diverse supplier partnerships.

Multi-State Reach Operating in over 30 states with a broad insurance and risk management offering suggests opportunity to upsell integrated property and casualty, health, and voluntary benefits to distributed workforces and multi-state employers.

Tech-Driven Strong digital enablement including online enrollment, HR/legal assistance, and a modern tech stack (Sitecore, OneTrust, Azure, etc.) provides a platform for data-driven onboarding, benefits administration optimization, and potential analytics-based consulting.

Revenue Range With reported revenue in the 10 to 25 million range and a boutique service model, there is room to target insurers and brokerage networks seeking niche, flexible partners to complement larger-scale platforms.