National reach Midwest roots with national expansion across Michigan, Ohio and Nevada, serving clients in over a dozen states. This suggests cross-state capabilities and opportunities to cross-sell specialized compliance and employee benefits expertise to national plan sponsors and asset managers expanding their footprints.

Institutional focus Advising billion-dollar pension and welfare benefit plans and large real estate and alternative asset managers indicates strong capabilities in complex, regulated benefit and fiduciary matters. Potential sales angles include enhanced ERISA compliance, fiduciary governance, and outsourced benefits administration support.

Strategic growth Aggressive growth approach paired with deep Midwest reputation suggests a willingness to invest in client acquisition initiatives and scale services. Opportunities exist for targeted prospecting campaigns highlighting scalability, senior attorney access, and seamless multi-state coverage.

Tech-enabled delivery Technology stack includes AWS, Microsoft 365, iCIMS, and analytics tooling, pointing to modern, scalable operations. Propose technology-aligned solutions such as secure data handling for sensitive benefit plans, AI-assisted document review, and client portals for plan administration.

Public leadership & visibility Recent high-profile hires and governance appointments (including involvement with state leadership) enhance credibility. Leverage thought leadership positioning to open conversations with prospective clients about governance, regulatory updates, and proactive risk management in pension and benefits programs.