• Two Client Segments: 

• Financial Sponsors typically with a ~2–5 year investment horizon, and Corporates & Strategics  with a long-term M&A strategy
• Targeted pre-sign ODDs to solidify initial business plans and financing needs
• ODD post-sign PMO design & leadership to implement targeted opportunities
• Mid-investment cycle Value Creation to further grow EBITDA through the investment
• Pre-sale ODD to detail the investment thesis
• ODD and VC assessments tailored to each asset and client's deal process

• Middle Market Focus:  The middle market, defined by Financial Sponsors with AUM of ~$5–$30b and Corporates with TEV of up to ~$20b

• Core Industries Served:  Most non-financially oriented sectors in manufacturing, services and technology