Acquisition History CS Insurance Strategies was acquired by MHBT, a Marsh & McLennan Agency LLC entity, in July 2022, signaling integration into a larger brokerage network and potential access to MMA client portfolios and cross-sell opportunities.

Industries Served Specialized focus on municipal, non-profit, and minority-owned organizations suggests targeted cross-sell potential for public sector risk management, employee benefits, and tailored insurance programs within these segments.

Size and Revenue Mid-sized brokerage with 11-50 employees and annual revenue in the 25–50 million range presents a scalable footprint for expanding service lines, technology adoption, or regional growth initiatives within MMA.

Tech Stack & Compliance Utilization of Cloudflare, Osano, and WordPress signals emphasis on security, data privacy, and user experience—opportunities to align with clients prioritizing cybersecurity, privacy controls, and regulatory compliance consulting.

Strategic Fit As part of Marsh McLennan Agency, there is potential to position CS Insurance Strategies for strategic alliances in employee health benefits, risk management consulting, and municipal/non-profit risk solutions to penetrate market segments with high regulatory needs.