Recent Acquisition Graham Company was acquired by Marsh McLennan Agency in August 2023, positioning it within a global insurance and risk management network, which may lead to expanded cross-selling opportunities and access to a broader client base.

Leadership Expansion The appointment of Carl Bloomfield as president and COO in August 2023 indicates a focus on strategic growth and operational excellence, providing opportunities to offer tailored executive and management support solutions.

Innovative Partnerships Graham Company’s collaboration with TrustLayer and Goldfinch Health demonstrates their openness to partnering with technology-driven and health-focused firms, suggesting potential avenues for digital transformation and health benefits enhancement services.

Robust Revenue With revenues between 1 billion and 10 billion dollars and nearly 500 employees, Graham Company is a significant player in the insurance brokerage sector, indicating a substantial market for specialized risk management and employee benefits solutions.

Technology Utilization The company's tech stack includes Power BI, Salesforce Marketing Cloud, and cloud security tools, signifying its focus on data analytics and digital marketing capabilities, which can be targeted for advanced SaaS or automation solutions to improve client engagement.