Strategic
Focus

Deep expertise across select industries where our combination of transaction experience and operational insight drives exceptional value creation.

Sector Focus

Precision Manufacturing

Our Expertise

Specialized focus on Tier 2 & 3 suppliers, specialized components, and high-precision engineering firms with proprietary IP and strong market positioning.

Featured Case Study

Industrial Components Platform

Advised on the $42M acquisition of a precision manufacturing firm. Post-acquisition, we executed a 24-month operational transformation including lean manufacturing implementation and ERP modernization.

2.1x Value Creation
34% EBITDA Margin Improvement
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Sector Focus

Healthcare Services

Our Expertise

Strategic focus on specialized outpatient care, diagnostics, and healthcare IT solutions. We excel in platform rollup strategies and service integration.

Featured Case Study

Regional Clinic Consolidation

Led the strategic rollup of seven regional healthcare practices. Created a scalable platform that leveraged administrative synergies while maintaining clinical excellence.

3.2x Revenue Growth
7 Strategic Acquisitions
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Sector Focus

Technology & B2B SaaS

Our Expertise

Deep insight into subscription-based models, mission-critical enterprise software, and tech-enabled services with high retention and recurring revenue.

Featured Case Study

Enterprise SaaS Platform Exit

Succession planning and strategic exit execution for a B2B platform. Optimized the Go-To-Market strategy and normalized EBITDA to achieve a record sector multiple.

5.8x ARR Multiple at Exit
94% Net Retention Rate
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Sector Focus

High-Value Business Services

Our Expertise

Expertise in compliance services, specialized logistics, and facility management firms with high customer stickiness and stable cash flows.

Featured Case Study

Specialized Logistics Expansion

Strategic growth engagement for a regional player. Expanded into three high-margin niches and integrated automated routing technology to drive cost efficiencies.

42% EBITDA Growth
250bps Margin Expansion
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