Acquisition Momentum HMS Agency has a recent M&A footprint with the Debra LaMay Agency acquisition in July 2025, presenting a potential cross-sell opportunity to newly inherited client bases and the possibility to expand coverage needs for their merged book.

Growth Potential Operating in the Albany Capital Region with a small team (11-50 employees) and revenue in the sub-1M range, HMS Agency appears poised for scale through carrier partnerships and expanded personal, commercial, health, and life lines.

Carrier Flexibility Positioned as a full-service broker working with multiple carriers, HMS can be a target for partnerships to broaden market access, improve pricing leverage, and introduce new product suites to existing and new SME clients.

Recognition & Trust Sanctioned with an award in 2021 (SAN President’s Club) signals credible performance and potential for client referrals, a lever for outbound outreach to similar insured segments and local businesses.

Tech & Analytics Utilizes standard digital marketing and analytics tools (Google Analytics, Facebook Pixel, AWS, Google Conversion Tracking) suggesting readiness for data-driven prospecting, retargeting, and measurable sales campaigns.