Growth potential Mid-sized insurance broker with projected revenue between 50M and 100M, indicating capacity for Upsell cross-sell opportunities to larger clients or multi-line risk management services and strategic partnerships.

Talent growth Regular additions of risk advisors and insurance professionals over the years suggest a growth-focused consultative model; target firms could benefit from DRA’s risk advisory capabilities and expanded service offerings.

Digital footprint Tech stack includes Google Ads, DoubleClick Floodlight, Fastly and Cloudflare with WordPress and Shopify; potential to offer digital marketing support, martech integration, and data-driven client acquisition services to optimize campaigns.

Industry positioning Small to mid-sized agency with strong risk management emphasis and strategic partner positioning; identify SMBs or niche industries seeking more proactive risk transfer and advisory relationships beyond traditional agents.

Key contacts Named personnel (Jennifer Schang, Duke Baldridge) indicate clear client access points; leverage executive alignment to propose executive-level risk strategy engagements and tailored advisory contracts.