We partner with private equity firms by supporting due diligence of acquisitions and support for portfolio companies with research, strategy, and actionable advice that drives business growth.
We support your due diligence efforts by auditing the target company’s operational processes and technology stack to determine whether they will be able to scale in support of future asset growth. This includes a full cybersecurity review to identify potential red flags that may require investments post-acquisition.
We support your due diligence efforts by evaluating the target company’s product functionality and services and against the top competitors in the space. We provide a feature gap analysis, product roadmap prioritization, market sizing estimates and potential acquisition targets to help validation valuation and future revenue growth.
Our experienced team is available to support your wealthtech portfolio companies by providing competitive analysis, strategic partnership recommendations, market research, marketing advice, pricing models and outsourced chief strategy officer (OCSO) services for long-term support.
We can deliver recommendations for wealthtech firms that we believe would be strong targets for acquisition. Our recommendations are backed up by analysis and research that identify market opportunities or possibilities for combining with existing portfolio companies.