Acquisition traction Pawson Insurance was acquired by Risk Strategies in 2021, signaling integration into a larger specialty brokerage network. This presents a sales opportunity to align with Risk Strategies’ broader corporate clients and cross-sell offerings across both entities.

Diverse client base With capabilities spanning personal and large corporate risks domestically and internationally, there is potential to upsell mid-market and multinational clients to enhanced risk management and global insurance programs.

Strong carrier slate Representing more than 20 top insurance companies provides multiple leverage points for competitive pricing, alternative risk transfer and specialized programs to address niche coverage gaps for high-value accounts.

Growth potential Revenue in the mid six-figure to seven-figure range indicates room for scale through expanded product lines, digital quoting adoption, and targeted outreach to affluent homeowners, commercial property, and specialty lines.

Digital and security stance Existing tech stack including AWS, WordPress, Adobe Experience Cloud and security tools suggests readiness for digital marketing, lead capture, client portals, and secure policy administration to improve conversion and efficiency.