Strategic Partnership Potomac Companies merged with Acrisure in 2022, gaining access to global resources, advanced technologies, and collaborative culture while preserving autonomy. This presents an opportunity to leverage Acrisure’s platform capabilities and cross-sell enhanced risk management and employee benefits solutions to existing clients and Acrisure networks.

Regional Expertise As a Washington, D.C. area full-service employee benefits broker with 35+ years of experience helping lower middle market employers, Potomac is well-positioned to win additional mid-market accounts seeking cost containment, customized benefits strategies, and HR tech integration.

Growth Readiness Revenue is estimated between $10M-$25M with a mid-sized employee base. This suggests capacity for incremental deals, bundled services, and scalable HR technology implementations without a need for rapid hiring, making it appealing to larger corporate buyers pursuing efficiency.

Technology & Innovation Affiliation with Acrisure implies access to industry-leading tools and platforms. Sales opportunities include offering enhanced data analytics, wellness and benefits optimization tools, and integrated HR technology to optimize cost control and employee experience.

Competitive Positioning Potomac competes in the benefits brokerage segment targeting lower middle market employers. Emphasize differentiated value through combination of cost containment, strategic advisory, and personalized service, while offering scalable solutions that can expand alongside client growth.