Strategic acquisition CS Insurance Strategies was acquired by MHBT, a Marsh & McLennan Agency LLC company, in July 2022, indicating integration into a larger broker network and potential access to enhanced product offerings, cross-sell opportunities, and expanded carrier relationships.

Municipal and minority focus Specialized expertise in municipal, non-profit, and minority-owned businesses suggests sales opportunities with public sector entities and minority-owned organizations seeking risk, health, and benefits solutions aligned with their procurement preferences.

Mid sized growth As a smaller firm with 11-50 employees and annual revenue in the mid tens of millions, there is strong potential for scalable, targeted upsell of employee benefits, property and casualty, and risk management services to grow with client organizations.

Digital & security posture The tech stack includes Cloudflare, Google Cloud, and Osano, indicating a mature approach to cybersecurity and data privacy—opportunities to position comprehensive cyber liability, privacy, and risk consulting to clients prioritizing security.

Cross-sell through MMA Being part of Marsh & McLennan Agency creates avenues for cross-sell across a broad portfolio of coverage and risk management solutions, enabling coordinated proposals to existing MMA clients in need of brokerage services, health and benefits, and risk consulting.