Strategic acquisitions The Larry H. Miller Company recently expanded its portfolio by acquiring Real Salt Lake and increasing its footprint in sports and entertainment assets. This presents opportunities for cross-selling financial services, investment products, and real estate services to a broader ecosystem of sports professionals, venues, and affiliated businesses.

Philanthropy and governance Active leadership transitions in philanthropy and board roles signal evolving strategic priorities and potential new partnerships. Engage in conversations around philanthropic vehicle funding, donor-advised accounts, and family-office tailored investment and risk management solutions to align with updated governance needs.

Senior health play The group’s investment in senior health and a 5-star assisted living facility indicates demand for healthcare and retirement-services financing, property management, and technology-enabled care solutions. This opens doors for trust services, treasury management, and scalable software platforms for facility operations.

Real estate and assets Diversified real estate interests across real estate, investments, and property-related ventures create upsell opportunities for commercial lending, asset management, and NetSuite-based ERP optimization. Propose integrated financial systems, project finance, and advisory services to streamline portfolio performance.

Technology modernization Current tech stack includes cloud, collaboration, and ERP tools (Google Cloud, NetSuite, Asana, GitHub, etc.). There is potential to offer modernization services, data integration, cybersecurity, and cloud-native financial analytics to enhance efficiency and scale across multiple platforms and holdings.