Industry scope Target mid-market and niche industries within construction, manufacturing, and specialty services where Roehrs already demonstrates coverage focus, such as Architects & Engineers and Building Materials Dealers, to cross-sell commercial and liability lines and expand package deals.

Relationship leverage Leverage their emphasis on long-lasting relationships and customized underwriting to position value-added services such as risk assessment, regulatory compliance support, and coverage gaps analysis as premium services to attract organizations seeking advisory insurance partners.

Tech enabled Capitalize on their tech stack usage for analytics and client experience (Fullstory, Hotjar, Marketo, Azure) to offer data-driven risk insights, personalized policy recommendations, and targeted renewal campaigns to increase retention and cross-sell opportunities.

Growth potential With revenue in the mid-range and a 11-50 person team, pursue agency partnerships or acquisitions in adjacent regions or complementary services to accelerate scale while maintaining service quality.

Security & compliance Highlight capabilities in regulatory compliance and coverage gaps to win clients in highly regulated or audit-heavy industries, offering specialized endorsements, cyber liability, and employee benefits compliance solutions as expansion options.