Business Services
Strategic advisory for technology-enabled service businesses
Direct Help for Your Next Chapter. We partner with a select group of service businesses that use technology to drive their success. We focus our efforts on companies with $2M–$10M in EBITDA because we believe businesses of this size deserve personal, hands-on guidance from our most experienced leaders. By combining our deep industry knowledge with our network of active investors, we make sure you have the professional support you need to reach your next big milestone.
Areas of Focus
We advise technology-enabled companies transforming financial services, from payments and lending to insurance and wealth management. Our experience spans emerging platforms and established players seeking strategic alternatives.
- •Payment processing and infrastructure
- •Lending and credit platforms
- •Insurance technology
- •Wealth and investment technology
- •Regulatory and compliance technology
We work with service providers leveraging technology to deliver efficiency, scalability, and superior customer experiences. Our transaction experience spans CRM, ERP, and workflow platforms that help businesses operate more effectively.
- •CRM and sales enablement platforms
- •ERP and business management software
- •Digital asset infrastructure
- •Applied AI and intelligent automation
- •Legal services and technology
- •Managed IT and cloud services
- •Professional services automation
- •Vertical SaaS solutions
Select Transactions
served as exclusive financial advisor to
a SaaS-based ERP provider for the manufacturing sector, in its strategic sale to
served as exclusive financial advisor to
a CRM and borrower engagement platform built for mortgage lenders, in its Series F capital raise led by
served as exclusive financial advisor to
a nationwide provider of title insurance and settlement services, in its merger with
served as exclusive financial advisor to
a signing platform for loan document notarization, in its strategic sale to
Practical Insight for Your Next Big Decision. Building a modern service company is a journey, and we're here to help you navigate the important milestones. If you're exploring your choices for the future, we'd welcome the chance to learn about your goals and share our perspective on how the current market affects your business.
Explore Your Options
From initial planning to transaction execution, we're here to listen and share our market perspective. Let's discuss your objectives and how we can help you protect what you've built.
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