Acquisition Opportunity Ladmar Associates LLC was acquired by Risk Strategies in February 2023, indicating a potential channel for continued partner alignment, integration opportunities, and cross-sell of risk management and employee benefits services with Risk Strategies’ network.

Small Firm Focus With a lean team and annual revenue in the one to ten million range, Ladmar presents a target for scalable, cost-effective benefit and retirement plan solutions, as well as technology-enabled advisory platforms suitable for small to mid-sized clients.

Holistic Services Their integrated offering spans employee benefits, retirement planning, financial planning, investments, and risk protection, creating sales angles for bundled services to mid-market businesses seeking consolidated advisory and insurance solutions.

Tech Stack Readiness Existing technologies including Office 365, cloud and security tools (AWS, Cloudflare, Mimecast) suggest readiness for digital client onboarding, secure data exchange, and scalable virtual advisory experiences that can be leveraged to modernize client interactions.

Growth Catalysts Recent press indicating acquisition and the stated aim of providing ongoing guidance and holistic planning point to opportunities around succession planning, retirement plan redesigns, and expanding risk management offerings to their client base and within Risk Strategies’ ecosystem.