Creating a More Efficient Middle-Market Deal Landscape

Click below to learn more about the categories of Intellectual Capital we currently offer

Board Advisors / River Guides

Industry-specific search firms who connect Transaction Sponsors with relevant industry executives that advise on pre- and post-closing matters

Pre-transaction River Guides may turn into Board Members

Executive / Professional Search

Industry specific search firms who search for, recruit and hire key C-suite and upper management roles in Sponsors' portfolio companies

Some search firms seek to co-invest in Sponsors' transactions

Fractional Deal Teams

Fractional investment team members who can assist with all aspects of a transaction pre- and post-closing

Junior to senior talent to augment Sponsors' teams

Fractional Operating Partners

Fractional C-suite executives, and various experts in functional areas across operations including supply chain and compliance

Senior talent who step in and manage portfolio companies' functions on a fractional basis

IT Managed Services

Outsourced full-scope IT management, ongoing cybersecurity and compliance oversight, and outsourced IT leadership for portfolio companies

Focused on companies with fifty to five hundred employees

Operational Due Diligence

Industry-specific firms who perform functional due diligence on insurance, benefits, IT, HR, supply chain, and operations

Short engagements to assess a business and to prepare plans to drive value into portfolio companies

Talent Assessment, Alignment, and Development

Pre- and post-closing assessments of portfolio companies' management team members; bespoke engagements to develop leaders and align talent

Align the right talent with the righ roles to meet the business goals

Quality of Earnings, Tax, and Accounting

Industry specific financial due diligence teams to conduct QoE, tax diligence and ongoing finance and accounting services

Bespoke engagements for lower-middle market deals

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