Private scale IOA is the fourth largest privately held insurance brokerage in the U.S. with substantial revenue and a broad national footprint, indicating opportunities to cross-sell across property and casualty, employee benefits, and personal lines to mid-market and national clients.

Growth footprint Active expansion and hiring across multiple new offices and leadership roles suggest ongoing capacity for onboarding new clients and expanding services, ideal for upsell to existing clients and targeting regional organizations seeking integrated risk solutions.

Tech enabled A diverse tech stack including Power BI, Dynamics, Smartsheet, and insurtech initiatives points to opportunities to offer data-driven risk management products, analytics partnerships, and digital experience enhancements to clients craving modern brokerage capabilities.

Leadership signals Recent executive promotions and new division presidents indicate strategic shifts and potential for enterprise-level collaborations, ideal for engaging C-suite stakeholders on large renewals, program design, and multi-line consolidation.

Market positioning IOA’s scale and breadth position it well against peers, with revenue in the high hundreds of millions to billions and international presence in the United Kingdom, suggesting opportunities to discuss multinational risk programs, captive solutions, and cross-border insurance needs.