Completed Engagements

Utilizing our unique, strategically-focused proven approach, our Managing Partners have jointly and exclusively completed 50+ IT-ODD engagements for 29 private equity firms diligencing domestic and international Targets with annual revenues of $2M to $1.8B across a variety of industry segments and transaction structures:

Completed Engagements by Annual Revenue Size:

13 [24%] with Annual Revenues $2M-$15M
18 [33%] with Annual Revenues $16M-$50M
13 [24%] with Annual Revenues $51M-$100M
10 [19%] with Annual Revenues >$100M

Completed Engagements by Transaction Type/Timing:

41 Platform Acquisitions
2 Combination Platform
8 Carve-Out Platform
8 Add-on Acquisition
3 Post-Close Platform

Completed Engagements by Industry Segment:

26 [45%] - Business & Financial Services
12 [21%] - Healthcare Products, Services & Technology
16 [28%] - Consumer Products & Services / Retail
16 [28%] - Technology, Internet & Software
10 [17%] - Manufacturing & Distribution
11 [19%] - Distribution & Logistics
13 [22%] - Construction Products & Services
6 [ 9%] - Media & Communications

Since our inception in 2006 –

50% of our strategically-focused pre-close IT-ODD and post-close IT Assessment advisory services engagements have been recurring engagements within our private equity client base.

13% of our completed engagements were Pre-LOI assessments.