Strategic Acquisition Jaeger & Flynn Associates is now a Marshall & Sterling company, indicating a shift toward enhanced cross-sell opportunities across a larger national network. Leverage the expanded reach to introduce integrated employee benefits, risk management, and HR services to Marshall & Sterling clients in new markets.

Growth and Scale With 51-200 employees and revenue between 50M and 100M, JFA sits at a mid-market scale ideal for upselling comprehensive benefit programs, technology-enabled administration, and population health management solutions to existing mid-sized employer clients and across the Marshall & Sterling portfolio.

Technology & Education JFA emphasizes benefit technology support and employee education and engagement. There is an opportunity to offer advanced benefits platforms, COBRA administration enhancements, and learning programs that boost adoption and reduce administrative burden for clients.

Diversified Offerings Beyond benefits, JFA provides risk management and property and casualty insurance, plus third-party administrative services and HR support. Cross-sell to current insureds and TPA clients with bundled packages that combine benefits, risk management, and HR solutions.

Geographic Expansion Although rooted in Upstate New York, JFA operates nationally through Marshall & Sterling. Target growth opportunities by engaging Marshall & Sterling branch offices in NY, CA, MI, FL, VA, and beyond to capture multi-state employer footprints and cross-border advisory needs.