Acquisition Momentum HMS Agency has been actively expanding through acquisitions, most recently acquiring Debra LaMay Agency LLC in July 2025, indicating potential cross-sell opportunities with the acquired client base and a growth trajectory to leverage integrated carrier access.

Growth Profile Revenue range suggests a small-to-mid-market insurer with substantial growth potential and room to scale your solutions, ideal for targeted services that support SMB and mid-market client needs.

Carrier Diversity As a full-service broker working with several carriers to optimize coverage and price, there is a strong opening to introduce expanded technology, analytics, and digital marketing capabilities to attract and retain carrier relationships.

Digital Footprint Active adoption of multiple marketing and analytics tools (Google Ads, Facebook Pixel, Google Analytics) indicates readiness for performance marketing partnerships, CRM enhancements, and data-driven sales enablement to accelerate client acquisition.

Regional Focus Local market emphasis in Albany and Capital Region with a family-owned, regional growth narrative creates opportunities to propose specialized insurance programs, renewal optimization, and local risk management services tailored to regional SMBs.