Partnering with Bankers to build Investor-Ready Firms
We help investment bankers showcase professional services firms as scalable, investor-ready businesses. We do this by strengthening operations, improving data quality, and creating a clear, credible performance story that instills investor confidence and supports higher valuations.
We address operational gaps before they surface in diligence, improving margins, tightening forecasts, and building the reporting structure investors expect.
Operational Backbone Assessments
We conduct a comprehensive review of a firm’s operational backbone - the systems, processes, and reporting that power how it wins work, delivers projects, and measures performance.
For bankers bringing a firm to market, this assessment provides a clear, data-backed view of the operational health and scalability of the business to support the valuation.
Data Integrity & Reporting Validation
We interrogate operational data (including pipeline, delivery, and resourcing), to ensure it is clean, consistent, and defensible during diligence. Going a step further, we confirm the integrity of revenue projections by validating pipeline and resourcing forecasts.
Diligence & Transaction Support
We help prepare the firm for the diligence process by providing data, process, and performance insights. Our team will also build operational narratives and visuals that communicate capability, scalability, and process maturity as the firm prepares for management presentations.
Advisory & Fractional Support
Our fractional operators can provide interim leadership in key operational functions to provide oversight, coaching, and performance management to both leading up to a transaction or following close.
Dashboards & AI
Our team designs business intelligence dashboards that turn fragmented data into actional insights. By connecting key systems, we provide visibility into the industry-leading metrics that matter, giving investors confidence.
We take dashboards further with our Executive Companion AI Platform that layers intelligence on top of traditional reporting - transforming data into insights.