Acquisition Opportunity Recent News indicates Pegasus Capital & Insurance Services is being acquired by Navion Insurance Associates in California, suggesting potential cross-sell opportunities with Navion’s carrier relationships and regional footprint, especially for clients seeking expansion or diversification of coverage.

Independent Brokerage Strength As an independent broker offering quotes from over 100 carriers, there is a strong pitch to potential clients around finding highly competitive premiums and tailored coverage, which can be leveraged to win clients in cost-sensitive segments.

Mid-Size Revenue Focus With revenue in the $25–50 million range and a small employee base, there is an opportunity to position Pegasus as a lean, cost-efficient broker for small to mid-market accounts seeking personalized service and quick policy placements.

Technology Leverage Utilize Pegasus’ tech stack (Microsoft 365, Azure, ASP.NET, Tag Manager, etc.) to propose digital modernization and data-driven underwriting or portal capabilities for clients seeking streamlined policy management and reporting.

Growth & Market Position Operating in the competitive insurance brokerage space with large incumbents as peers, Pegasus can be targeted for partnerships or joint marketing to capture local market share, especially in California post-acquisition, and for cross-sell of business and personal lines.