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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.

Finding the Right Fit with Board Member Search Firms

2 Min Read

L2 Capital, a family office with decades of experience investing in and growing lower middle market companies, needed to find a board member for their recently acquired portfolio company, Ecotone,…

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….