Captive Advantage Leverage Owen-Dunn's leadership in captive insurance to offer cost-efficient risk financing to mid-market firms in key sectors such as agribusiness, manufacturing, clean energy, retailers, contractors, and transportation, with CFOs and COOs as primary buyers.

Integrated Risk Cross-sell opportunities across property and casualty, employee benefits, employee wellness, and alternative risk programs by presenting a bundled risk management solution to existing clients and new prospects in target industries.

Trusted Advisor Highlight the firm's six decades of experience and long-standing marketplace relationships to differentiate as a trusted risk advisor capable of proactive problem solving and bespoke client support for mid-market organizations.

Strategic Growth Recent acquisitions and expansion activities signal a growth trajectory and capability to serve cross-border or diverse product needs; position Owen-Dunn to address international supply-chain and cross-border risk for manufacturers and retailers.

Regional Focus Location in Sacramento with a mid-size team positions Owen-Dunn well to target California and West Coast mid-market companies in listed sectors, including sustainable and eco-friendly manufacturers, with emphasis on regulatory risk and local market knowledge.