Acquisition History The company was acquired by The Hilb Group in December 2016, indicating a potential shift in carrier relationships, access to broader markets, and changes in distribution strategy that may affect renewal behavior and cross-sell opportunities.

Growth Opportunity Current revenue is in the low-to-mid single digits with a small employee base, suggesting potential for scalable growth through expanded service lines, enhanced digital capabilities, and broker-channel optimization.

Tech Enablement Tech stack includes cloud and security tools (Azure, Google libraries, Mimecast, Adobe Experience Cloud) which supports digital engagement, data integration, and secure client communications—presenting opportunities for Martech and insurtech product integrations.

Market Position Operates in the insurance sector with peers of varying sizes; potential to position as a niche or regional partner to penetrate SME and mid-market segments through bundled offerings and carrier access.

Strategic Fit Small, independent agency profile with a known history of acquisition suggests openness to partnerships, programmatic distribution, and favorable terms for agency-appetite products such as coverage enhancements, risk management services, or back-office outsourcing.