Mid-market Focus Target Tegner-Miller as a mid-size insurance broker with revenues between 50M and 100M and 11-50 employees, representing a growth-focused client with potential upsell opportunities in specialty lines such as construction, habitational, and medical malpractice.

Specialty Expertise Leverage their niche in construction, habitational, medical malpractice, benefits, and personal insurance to position advanced risk management, cyber/privacy, and industry-tailored coverage solutions that complement their current book.

Technology Footprint Engage via HubSpot and existing web tech stack to align with their digital marketing and CRM needs; propose modern underwriting portals, analytics, and insurtech integrations to streamline policy administration and cross-sell opportunities.

Geographic Target Santa Monica-based operation with a long local presence since 1902; opportunities to expand regional coverage, expand into adjacent California markets, and offer workers’ comp and commercial lines suited to West Coast construction projects.

Growth Potential With revenue in the 50–100M range and a relatively lean staff, there is potential for partnerships around scalable programs, enhanced delegated underwriting, and premium finance arrangements to support client retention and growth.