Acquisition history Westphalen Insurance Services was acquired by Ryan Specialty Group in early 2019, indicating a transition from an independent wholesale broker to part of a larger specialty underwriting and distribution platform.

Wholesale focus As a managing general agency and wholesale broker specializing in commercial property, general liability, commercial auto, marine, farm, and personal lines, there are potential cross-sell opportunities with carrier partners and wholesale networks within Ryan Specialty or similar vast market access platforms.

Financial scale Current revenue range of 1 million to 10 million positions Westphalen as a mid-market wholesale broker with room to scale through expanded market access, additional lines, or deeper binding authority with carriers.

Tech and training Adoption of Microsoft Azure, KnowBe4 security training, and modern web technologies suggests capacity for digital marketing, client portal enhancements, and security-focused client onboarding to improve conversion and retention.

Regional strengths Oklahoma-based, family-owned operation with a local touch and solid industry reputation creates an opportunity to emphasize niche regional programs, specialty markets, and personalized service as a differentiator in a competitive wholesale landscape.