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Financially Strong

  • $2.7 billion of revenue and growing
  • Decades of industry-standard profitability
  • Investment in leadership, sales and staffing

Leader in Every Line of Business

  • Middle Market P&C and EB
  • Personal Risk and Retirement
  • P&C and EB programs and Wholesale

Ownership

  • Permanent private investment with top investors
  • Nearly unlimited capital for growth
  • Broad employee ownership

Ongoing Growth

  • Positive organic growth; taking market share
  • Acquisition growth; consolidating market

Large National Footprint

  • Top three agency most regions / cities
  • Over 200 offices across country
  • Office in 90 of top 100 cities

100 Summit Lake Drive, Suite 400, Valhalla, NY 10595

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