Established Brokerage Flood and Peterson is a long-standing, privately held insurance broker operating since 1939 with a significant revenue base, indicating stability and potential for cross-sell of enterprise risk and employee benefit solutions to mid-market clients.

Employee Ownership As an employee-owned firm committed to investing in people, there is a strong cultural emphasis on client service and retention, suggesting opportunities for premium service packages, advisory roles, and expanded employee benefits consulting.

Growth and Scale Leading Colorado broker with a national private posture and revenue in the high hundreds of millions to near a billion, presenting opportunities to partner on complex risks, large account placements, and national benefit programs.

Digital and Security Tech stack includes OpenAI, MySQL, Cloudflare, and security certifications like CISSP, indicating maturity in data-driven risk analysis, client portals, and secure, tech-enabled advisory services to differentiate in competitive markets.

Talent Expansion Recent addition of an Employee Benefits Advisor and ongoing community involvement signals openness to strengthening benefits consulting capabilities, enabling co-sell on benefits, wellness programs, and regulatory-compliant plan design for mid-market clients.