Cross-border focus Leverage LJ Stein & Company's dual Canada-US presence and cross-border capabilities to sell multi-jurisdictional insurance programs, particularly targeting clients expanding operations between Canada and the USA in the Oil & Gas sector.

Oil & Gas specialization Position as a niche broker for oil and natural gas operators, service contractors, drilling and construction contractors, and midstream/transporter clients to upsell tailored risk management, workers compensation, and environmental liability solutions.

Workers Compensation focus Capitalize on their emphasis on US workers compensation by offering bundled packages or integrated coverage solutions that simplify multi-state compliance for clients with cross-border operations.

Industry diversification Exploit experience serving industries beyond Oil & Gas (Sports & Entertainment, Hospitality, General Contracting, Manufacturing, Trucking) to cross-sell risk management services and broaden client wallet share.

SMB to mid-market With a mid-sized client base and revenue in the potential SMB to lower mid-market range, target growing mid-market Oil & Gas players and adjacent industries that require specialized, scalable insurance programs and risk management solutions.