Public sector focus Target public sector unions and large group employers, as they comprise the firm’s expertise. This presents opportunities to cross-sell comprehensive benefit programs, with emphasis on sustainable, multidimensional solutions that address member, sponsor, administrator, and provider needs.

Mid-market niche Operate in the 11-50 employee range as a specialist boutique within a market dominated by much larger firms. Sell value through specialized consulting, faster decision cycles, and tailored service levels that appeal to mid-sized public-sector clients seeking personalized attention.

Established credibility Leverage over fifty years in the benefits space to build trust with prospective clients. Use case studies and long-term planning capabilities to differentiate from bigger firms and position as a dependable partner for complex benefit strategies.

Tech-enabled delivery Highlight the use of modern tools and platforms (WordPress, Microsoft 365, Elementor, Priority Hints, cookies compliance) to emphasize efficient, transparent client experiences and scalable implementation processes; propose complementary tech integrations to streamline administration.

Revenue growth potential With current revenue in the mid-range of tens of millions, there is room to expand through upsell of benefit programs, voluntary benefits, wellness initiatives, and administrative services to existing public sector clients, while pursuing strategic partnerships with larger brokers for referrals.