Acquisition Opportunity HUB International acquired the employee benefits assets of HORAN Associates in 2023, indicating a potential cross-sell opportunity to HORAN Health clients and employees for expanded risk, benefits, and retirement solutions.

Mid-Market Reach HORAN’s size (51-200 employees) and revenue scale ($250M-$500M) places it solidly in the mid-market, suggesting a need for comprehensive insurance, employee benefits, and risk management packages tailored to growing businesses.

Tech Enabled HUB Heartland’s use of cloud and analytics tools (Power BI, Power Apps, AWS, Azure, Drupal, OneTrust) signals readiness to modernize client operations; offer data-driven underwriting, reporting, and vendor risk management enhancements.

Awards and Visibility HORAN’s history of industry awards and health/wealth storytelling indicates strong brand position and client communications; leverage for premium advisory services, content-led marketing, and client education programs.

Competitive Positioning As part of HUB International, there is an opportunity to benchmark HORAN clients against larger broker networks, presenting bundled solutions across employee benefits, risk, and wealth management to strengthen retention and win rate in the competitive mid-market space.