Our Clients

---

We work with investors such as private equity firms, venture capital firms, family offices, and corporate venture groups specializing in investments within the middle market segment (EBITDA ranging from $10 million to $100 million). Our primary focus is on their market-leading portfolio companies across various industries, each presenting clear growth prospects.

The challenges facing portfolio companies can vary widely depending on the specific circumstances of each investment opportunity. However, common areas of concern that investors often seek to address include:

• Financial Performance Improvement
• Operational Efficiency
• Growth Strategy
• Debt and Capital Structure
• Leadership and Talent
• Market Positioning
• Compliance and Regulatory Issues
• Technology and Innovation
• Customer and Supplier Relationships
• Exit Strategy

It's essential for investors to identify and define the specific challenges and opportunities within a target portfolio company to develop a tailored plan for value creation during their ownership period. See here for more details.