Growth through hiring Recent hires including Tony as Risk Advisor and Tim McClintock along with additions to the risk advisory and service teams indicate active expansion in capabilities and client coverage, presenting opportunities to cross-sell advanced risk advisory services, employee benefits, and targeted industry solutions.

Digital modernization A refreshed website launched in 2026 coupled with a technology stack including HubSpot Analytics, Adobe Experience Cloud, WordPress, Duda and Shopify suggests a focus on digital customer experience and inbound marketing. This opens upsell potential for enhanced website security, analytics-driven marketing services, CRM optimization, and e-commerce insurance solutions for small businesses.

Strategic partnerships Past collaborations with healthcare providers (Cornerstone Clinic) and a midwest focus with Kavira Health indicate a pattern of targeting health-related risk and employee benefits. This creates sales opportunities in healthcare practice risk management, direct primary care partner programs, and expanded association health plan offerings.

Acquisition momentum The 2024 acquisition of McKinney Olson and ongoing leadership hires signal scale growth and broader client segments. This presents opportunities to target newly integrated book of business, provide integration-driven cyber, E&O, and employee benefits solutions, and offer enterprise-scale risk consulting.

Financial health Revenue in the upper hundreds of millions range positions the firm as a mid-market independent broker with substantial client needs. Leverage financial stability to propose comprehensive coverage packages, director and officer liability, cyber risk offerings, and long-term partner programs for mid-sized businesses.