Acquisition Note Tanenbaum Harber Insurance Group was acquired by Risk Strategies in January 2023, indicating a transition that may open cross-sell opportunities with the acquiring firm’s broader client base and upsell of specialized risk management services.

Mid Market Focus The firm targets small to large companies nationwide, suggesting a need for scalable, multi-tier risk management and commercial insurance solutions that can be upsold into middle-market and larger accounts managed by Risk Strategies.

Revenue Range With reported revenue in the 100M to 250M range, there is likely appetite for enterprise-grade risk products, analytics, and service levels that align with larger client expectations and favorable renewal economics.

Technology Stack The current tech footprint includes legacy web technologies and standard hosting, presenting an opportunity to introduce modern insuretech capabilities, data analytics, and digital client experiences to improve retention and win rates.

Talent & Network 11-50 employees and a national footprint imply potential for partner-based sales motions, referral networks, and co-selling with Risk Strategies to expand reach into underserved regions or sector-specific niches.