Acquired by The firm was acquired by Hub International in 2017, indicating a change in ownership and potential re-alignment of vendor relationships, service models, and cross-sell opportunities with Hub's global broker network.

Mid-size agency With 11-50 employees and annual revenue in the 25 to 50 million range, there is room to upsell more comprehensive risk management, technology solutions, and data analytics services to optimize client portfolios.

Independent broker As an independent agency that partners with multiple carriers, there is potential to introduce or expand programs around risk assessment, specialty lines, and bundled coverage packages to increase carrier diversification and client stickiness.

Tech footprint Utilizes modern web and cloud-based tools (WordPress, Google Cloud, WP Engine) suggesting openness to digital marketing services, SEO optimization, and scalable CRM/automation implementations to support growth and client engagement.

Revenue focus Revenue scale positions the firm as a target for partnerships in mid-market commercial lines, cyber risk, and specialty insurance products, with opportunities to enhance profitability through analytics-driven underwriting support and premium auditing.