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Case Studies

We pride ourselves in broad coverage and deep experience, earning some of the highest client satisfaction ratings in the industry as we go beyond an expert network company.

Exploring Efficacy of Brand Marketing Workflow Software

< 1 Min Read

Our private equity client was in the IOI phase of an investment in a rapidly growing software company providing marketing workflow collaboration to high-end brands. As part of their private…

Lender Insurance’s Changing Regulatory Landscape

2 Min Read

Our client was interested in pursuing an investment in the lender-placed insurance market. Recent regulations had been established, but many industry experts believed that they had not gone far enough….

Assessing Underperformance in Saw Mills Portfolio

2 Min Read

In spite of a growing housing market, a private equity-owned saw manufacturer in the U.S. Pacific Northwest was reporting low sales performance. Executive management attributed the cause to dwindling production…

Seeking Specialized Mining & Industrials Insight

2 Min Read

In a closely fought competition, American Industrial Partners acquires a company for $1.23 billion, a record sale for the firm. Our private equity client American Industrial Partners (AIP) was weighing…

Discretion Key in Engaging Car Wash Signage Specialists

2 Min Read

Sensitive diligence for a prominent target in the niche car wash sector. Private equity firm PNC Riverarch Capital (“PNC”) was considering acquiring TSS Inc., a leading manufacturer of car wash…