Acquisition Opportunity Pawson Group The was acquired by Risk Strategies in November 2021, indicating potential need for integration services, carrier partnerships, and contingency coverage planning to align with the acquiring firm’s broader broker network.

Small Firm Focus With a small employee base (2-10) and revenue under one million, there may be opportunities for affordable, scalable insurance solutions, onboarding support, and automated underwriting processes tailored to micro firms.

COVID Response Experience Past initiatives waiving COVID-19 testing and treatment fees suggest openness to flexible benefit designs, stop-gap coverage options, and health policy adjustments that can be leveraged for current and post-pandemic employee benefits programs.

Technology Stack Existing tech usage (AWS, MySQL, Smartsheet, GoDaddy, form and email security tools) indicates readiness for cloud-based policy administration, data integration projects, and digital client engagement enhancements.

Growth Alignment Located in Branford, CT with a national broker acquisition background presents an opportunity to offer regional expansion support, niche insurance programs, and cross-sell of risk management services through networks aligned with Risk Strategies.