Business Consultant Dots

Our Services

Private Equity’s preferred business and technology Ally throughout the transaction lifecycle.

Services Overview

Our services are purpose built for lower middle market private equity investors and operating partners, helping them to PRESERVE and MAXIMIZE value and increase portfolio company valuations across a diverse set of industry verticals. As a trusted and unbiased advisor, we help you to build the capabilities, processes, and underlying technology systems and data analytics necessary to manage risk and accelerate growth and value creation. Our “fit for purpose” services enable our clients to reduce transaction risk and increase enterprise value in their portfolios and to achieve the outcomes for you and your owners.

What makes us unique…

Practical Experience
Our services are custom-built from the ground up with a pragmatic approach to serve SMBs like yours for real, bottom-line results.

Thought Leadership
Proprietary, process-driven tools and methods backed by industry-leading research enable us to deliver enterprise-grade best practices tailored to your business.

Outcome Driven
Continuous alignment and collaboration to your business objectives ensures we are in lock step and driving outcomes together with you, not to you.

Client Experience
Our service obsession along with our flexible engagement model, responsiveness and bedside manner puts our clients at the center of everything we do.

Our Services Include

Business Advisory

In private equity, the first 100 days after an acquisition can make or break the journey towards delivering to shareholders a lucrative return on investment. As your Ally, we partner with you to drive growth, optimize operational performance and accelerate value creation. Together we will lay the foundation for success and fast-track the execution of value creation activities with a tailored plan to achieve maximum value during the overall investment hold period.

Technology Advisory

Now more than ever should technology be considered an asset, a strategic weapon rather than an operational necessity—a contributor to increasing enterprise value or a key element to preserve value created. With a trusted, experienced and unbiased ally, you can better leverage technology and data to create “Tech Equity” to achieve your investment outcomes, establishing a strong foundation for continued growth and a true competitive edge.

Risk Advisory

Private equity investors and their portfolio companies can find their operations compromised when managing their own risk and compliance requirements. We specialize in developing and managing an effective governance, risk and compliance program to protect and PRESERVE your enterprise value from the consequences of emerging threats and non-compliance.

Transaction Advisory

Our IT and Cybersecurity due diligence protects and enables enterprise value creation by highlighting risks and recommending IT projects to support the business. We identify post-close projects and help set budgets, timing, and prioritization to help you quickly advance the investment thesis. Our technology due diligence capabilities help clients rapidly identify key risks and opportunities, provides a comprehensive review of value potential across the enterprise, and increases competitiveness when it matters most.

Talent Advisory

As a trusted ally, to investors, boards and executive leadership teams, we’re often asked to support the recruitment of highly qualified candidates into leadership roles in our clients’ businesses. Our clients benefit from our intimate understanding of their business needs, and the close integration of our consulting and recruitment practices. We partner with you to provide qualified and vetted contract, fractional, interim and permanent functional subject matter experts from our extensive industry network.

Business Advisory

In private equity, the first 100 days after an acquisition can make or break the journey towards delivering to shareholders a lucrative return on investment. As your Ally, we partner with you to drive growth, optimize operational performance and accelerate value creation. Together we will lay the foundation for success and fast-track the execution of value creation activities with a tailored plan to achieve maximum value during the overall investment hold period.

Business Advisory Value Creation
Technology Advisory Competitive Edge

Technology Advisory

Now more than ever should technology be considered an asset, a strategic weapon rather than an operational necessity—a contributor to increasing enterprise value or a key element to preserve value created. With a trusted, experienced and unbiased ally, you can better leverage technology and data to create “Tech Equity” to achieve your investment outcomes, establishing a strong foundation for continued growth and a true competitive edge.

Risk Advisory

Private equity investors and their portfolio companies can find their operations compromised when managing their own risk and compliance requirements. We specialize in developing and managing an effective governance, risk and compliance program to protect and PRESERVE your enterprise value from the consequences of emerging threats and non-compliance.

Risk Advisory Preserve
Transaction Advisory Plan

Transaction Advisory

Our IT and Cybersecurity due diligence protects and enables enterprise value creation by highlighting risks and recommending IT projects to support the business. We identify post-close projects and help set budgets, timing, and prioritization to help you quickly advance the investment thesis. Our technology due diligence capabilities help clients rapidly identify key risks and opportunities, provides a comprehensive review of value potential across the enterprise, and increases competitiveness when it matters most.

Talent Advisory

As a trusted ally, to investors, boards and executive leadership teams, we’re often asked to support the recruitment of highly qualified candidates into leadership roles in our clients’ businesses. Our clients benefit from our intimate understanding of their business needs, and the close integration of our consulting and recruitment practices. We partner with you to provide qualified and vetted contract, fractional, interim and permanent functional subject matter experts from our extensive industry network.

Talent Advisory Choice

Lower Middle Market Focus:

In order to serve the diverse needs of our lower middle market private equity clients in different industries, geographies and company sizes, we understand the need to be flexible, and sometimes creative, in being able to serve you. Therefore, we offer several engagement models and tailored approaches to meet your unique needs including the following:

  • Ad hoc: Hourly rate-based services for individual subject matter expertise. 
  • Project based: Statement of work based for time sensitive projects. 
  • Managed Service: Monthly subscription-based services for longer-term engagements.