Acquisition Alignment Tri-Star Insurance Professionals was acquired by Hub International in 2017, indicating potential for integration-ready processes, access to a broader carrier network, and potential cross-sell opportunities through Hub's platform and market footprint.

Mid-Sized Player With revenue in the range of 25 to 50 million and a small internal team, there may be upside in expanding digital sales tooling, partner marketing, and white-label broker services to drive growth and efficiency.

Full Service Offerings As a full-service independent agency handling personal and business lines across many carriers, there are ample cross-sell and up-sell opportunities, especially to existing SME clients seeking bundled coverage and risk management solutions.

Carrier Network Leverage their position as an independent agency with access to multiple top carriers to position tailored coverage solutions, risk assessments, and competitive bidding services for both personal and commercial lines.

Digital Footprint Tech stack shows lightweight tooling primarily around hosting and branding; opportunity exists to modernize digital presence, lead capture, and client self-service to accelerate growth and improve conversion rates.