Acquisition Opportunity Dickstein Associates Agency was acquired by Risk Strategies in August 2022, indicating a transition in ownership and potential access to newly consolidated client relationships, cross-sell opportunities, and integration of Risk Strategies’ product suites.

Independent Channel As a Trusted Choice independent agency serving New Jersey with a broad panel of carriers, there is potential to expand carrier relationships, leverage competitive pricing, and position as a local, community-focused adviser for risk management needs.

Revenue Scale With reported annual revenue in the $50M–$100M range and a mid-sized employee base, there is scope for targeted offerings in mid-market commercial lines, risk management services, and enhanced digital onboarding for efficiency and upsell.

Tech Stack Existing technology footprint includes iCIMS, WordPress, Smartsheet, and data/privacy tools; a sales play could emphasize digital customer experience enhancements, data-driven underwriting support, and seamless client onboarding improvements.

Community Footprint Strong local presence in Monmouth and Ocean County suggests growth opportunities through localized risk solutions, niche industry targeting in the New Jersey market, and partnerships with regional businesses and associations.