Business Consultant Dots

Our Advisory Services

Preserve and create value throughout the investment lifecycle.

Advisory Services Overview

Our advisory services are purpose-built for lower middle-market private equity investors, helping them to PRESERVE and CREATE value and increase enterprise valuations throughout the investment lifecycle.

As a trusted ally to dozens of PE firms, we specialize in technology value creation, advising you with the insights, expertise and capabilities to achieve your financial, operational and growth objectives.

Our “fit for purpose” services recognize that PE firms need specialists with deep functional and industry expertise to navigate their diverse needs that require increasingly nuanced support and non-transactional relationships.

Key Advisory Advantages

AI Powered Advisory
Data drive approaches that accelerate insights to outcomes that span the entire investment lifecycle.

Specialized Expertise
Proven, multidisciplinary advisory resources with deep PE industry experience.

Flexible Delivery Models
Project based and managed services-based engagement models with outcome focused approaches.

Responsiveness
Our nimble and experienced teams anticipate and solve issues with the sense of urgency and responsiveness that you require.

Long-term Partnership
Non transactional orientation that establishes deep and committed relationships.

Our Advisory Services Include

Deal Advisory.

Platform, add on and carve out buy side due diligence, sell side and exit readiness, valuation, merger and acquisition integration and carve out planning and management.

Value Creation Advisory.

Business, operations and technology strategy formulation and execution focused on growth, efficiency and increasing enterprise valuation.

Value Preservation Advisory.

Governance, risk and compliance assessments and remediation plan development focused on resilience and preserving enterprise value.

Artificial Intelligence and Analytics Advisory.

Gathering, analyzing and applying insights to help make real world decisions.

Talent Advisory.

Retained and contingent search for permanent, interim and fractional resources.

Lower Middle Market Specialization:

We’re not just consultants; we’re your Ally helping firms reimagine their approach to portfolio management, deal execution, and sustainable growth to unlock hidden value from technology.

Therefore, to serve the diverse industries, geographies, and company sizes, we offer ad hoc, project based advisory and managed services engagement models to optimize resources, lower cost of delivery and unleash the power of AI to:

Deliver Data Analysis & Insights | From data to outcomes, we rapidly analyze vast datasets and identify patterns that deliver deeper insights faster. 

Optimize Service Delivery Execution | We utilize tools to automate routine tasks to enable advisors to increase focus on stakeholder, relationship and change management. 

Progress Business Model Evolution | Our hybrid service offerings combining AI tools with human expertise disrupt traditional consulting staffing models.