Longstanding regional insurer Herlihy Insurance Group is a third generation, family-owned agency serving over 7,000 Massachusetts clients with a strong local presence in Worcester, indicating trust and entrenched relationships that can be leveraged for cross-sell opportunities to existing clients.

Diversified carrier access Representing more than 50 insurance and financial services providers positions the firm to tailor competitive packages and quickly respond to market changes, creating opportunities to upsell enhanced coverage, bundled products, or risk management services.

SMB and individual focus With a client base of individuals and businesses and a repository of financial planning solutions, there is potential to expand targeted offerings to small and mid-sized enterprises, including employee benefits, retirement planning, and business continuity services.

Tech-forward but lightweight Current tech stack signals a modern digital presence; there may be room to partner on digital marketing, lead generation, or client engagement tools (CRM, portals, or analytics) to improve retention and cross-sell efficacy.

Growth and capital readiness Revenue in the upper mid-market range and a sizeable local footprint suggest capacity for scaled services, advisory offerings, or strategic partnerships to broaden premium volumes, expand geographic reach, or enhance risk financing solutions.