Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022


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.

Due Diligence Services for Acquisitions of RIAs

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.

Due Diligence Services for Acquisition of Fintechs

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.

Product Strategy & Research in Support of Portfolio Companies

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.

Identification of Possible Acquisition Targets

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.