Wharton, Lyon & Lyon

Wharton, Lyon & Lyon is an established third generation company with a rich history dating back to 1912. With a workforce of around 40 skilled employees, the company has grown to become one of the top independent brokerage firms in the US. The company's slogan "Serving the community for over 100 years" underscores its commitment to its clientele. Partnering with top-rated insurance companies, Wharton, Lyon & Lyon has carved a niche by offering tailored and unique programs that address the clients’ specific needs, particularly in dealing with challenging large property exposures and liability risks. The company is renowned for its innovative underwriting solutions, dividend programs, custom coverage, and professional services. Operating in a wide array of sectors including but not limited to health/medical, retail, construction, marine, transportation, e-commerce, high technology, financial, legal, agricultural, colleges, universities, and governmental entities, the company has also ventured into providing bonds for diverse business requirements. Considering the potential for growth and the established position of Wharton, Lyon & Lyon in the industry, it may attract interest from venture capital firms and investors seeking opportunities in the Financial Services, Insurance and Insurtech sectors. With the company's robust history, diversified portfolio, and expertise in addressing complex insurance needs, it presents an intriguing potential for investment.