Middle market focus Target mid-market commercial clients in the western U.S. across industries such as construction, manufacturing, real estate, and service sectors, where Legacy Risk & Insurance Services already specializes.

Diversified risk programs Leverage a broad product and service suite beyond property and casualty, including risk management and specialty programs, to cross-sell to existing middle market clients and expand wallet share.

Sustainability and renewables Capitalize on exposure to solar/renewable energy and related industries to offer targeted insurance and risk management solutions, aligning with market trends toward sustainability.

Strategic partnerships Position as a boutique independent brokerage within the Alera Group ecosystem to access carrier relationships, analytics, and scale while maintaining personalized service for niche industries.

Digital footprint Utilize existing tech stack and WordPress-based platform to enhance marketing, lead generation, and client portals, enabling efficient outreach to growth-focused middle market prospects.