Acquisition synergies Post-acquisition integration presents cross-sell opportunities across MMA’s broader middle-market client base, particularly leveraging Highsmith’s NC presence to offer specialized coverage and risk management services.

Mid-market focus Highsmith operates in the mid-market segment with a revenue range of 25–50 million and 11–50 employees, signaling a need for scalable, tech-enabled insurance solutions and strategic advisory services to optimize coverage and cost.

Tech-enabled Current tech stack includes WordPress, Google Analytics, and common web tools; opportunities exist to modernize client portals, data analytics, and digital underwriting workflows to improve client experience and retention.

Risk diversification With a long-standing independent broker identity and emphasis on professional service, there is potential to expand into industry-specific programs, cyber risk, E&O, and property/casualty bundles for enhanced protection.

Growth potential Revenue scale and MMA backing position Highsmith for geographic or product line expansion; selling points include access to MMA resources, national carriers, and marketing support to accelerate client acquisition and retention.