Acquisition Opportunity Tobey & Merrill Insurance is poised for a strategic transition as evidenced by the May 2025 acquisition by Davis & Towle Group, suggesting opportunities to engage with the new leadership on cross-sell, integration of carriers, and expanded service offerings.

Growth Revenue With estimated revenue in the mid to high tens of millions, the firm represents a substantial mid-market opportunity for personalized risk management solutions, enterprise-level partnerships, and scalable insurance programs.

Community Focus A long-standing, locally operated agency with deep community ties offers a pathway to local business networks and chamber of commerce collaborations for targeted insurance products for small businesses and homeowners in Hampton and surrounding areas.

Technology Use Adoption of modern tools such as DocuSign and cloud-based tech indicates openness to digital-first workflows; potential to propose integrated digital onboarding, e-signature, and carrier portal efficiency improvements.

Carrier Access Representing multiple top-rated insurers and specialty markets positions Tobey & Merrill for tailored programs; leverage this breadth to propose niche coverage packages, strategic partnerships, and cross-market risk solutions.