Who do we work with? It’s a smart question that reveals a lot about how the market is evolving.
At our core, we serve two main groups: investors and industrial companies. Within those broad categories, we support a range of stakeholders navigating operational challenges and strategic decisions, including: Private Equity firms, Independent Sponsors, Family Offices, Founder-led businesses, or Lower and Middle Market companies.
Each of these areas has unique attributes and needs as they face massive change in the market, and that’s exactly where we thrive—helping them navigate complexity, transformation and growth.
Investors
Private Equity Firms
Many of our clients are private equity firms managing increasingly complex and fragmented portfolios. These firms often own a diverse mix of businesses across sectors and geographies, and they’re under pressure to accelerate value creation across the board. We work with them to support post-acquisition integration, operational improvement, governance, digital innovation, leadership development and organizational transformation—often across multiple portfolio companies simultaneously. Our PE clients are deeply involved in shaping the operations, culture and performance of their investments. We help them do that with speed, precision and a clear eye on exit value.
Family Offices
We also work closely with family offices. Family offices often prioritize sustainable value creation and legacy over quick flips. But that doesn’t mean they’re passive. In fact, they often face unique challenges: lean internal teams, high exposure to founder-led businesses, and a need to professionalize without losing the culture or vision that made the business successful in the first place. We help family offices assess opportunities, drive operational improvements post-close, and build the infrastructure needed to support long-term growth—without the bureaucracy or bloat.
Independent Sponsors
We partner with independent sponsors. Usually operating with lean teams, tight timelines and high expectations from capital partners, they need a hands-on partner who can help validate opportunities, stand up operations post-close and drive results fast. We support independent sponsors across the full lifecycle, from diligence and deal structuring to building out leadership teams, systems and execution.
Industrial Companies
Founder Run Businesses
Founder-run businesses have a unique life cycle. Recently, we have worked with numerous companies where the founder is preparing for an exit. This is a critical point for the business. For many founders, the business is more than a company—it’s a legacy. But unlocking its full value requires more than just a banker. We help founders get their house in order: strengthen leadership teams, build repeatable processes, and identify the operational gaps that could hurt valuation or derail a deal. It’s about succession planning, but it’s also about storytelling—ensuring the next owner sees not just what the business is, but what it could be. Additionally, we work with founder-run business post acquisition to drive efficiency and value creation for the purchasing investors.
Lower/Mid-Market Companies
We often work with lower and mid-market industrial companies, who are at an inflection point. In many cases, these businesses are founder-led or family-owned. They are facing ownership transitions, operational bottlenecks, or a need to modernize in the face of automation and AI. Some are preparing for sale. Others are adjusting to new leadership or private equity ownership. And many are simply trying to stay competitive amid fast-moving market conditions. These companies tend to be resourceful but lean—and they need partners who can help them think strategically while rolling up their sleeves to execute real change. That’s where we come in.
Why Now?
We’re operating in a market where AI, automation, generational turnover and economic uncertainty are all hitting at once. It’s creating a perfect storm of opportunity—and risk. Companies need more than advice; they need implementation partners who can work alongside them to drive measurable progress.
That’s who we are. We bridge operational gaps with tailored, results-driven strategies. Our proven playbook creates operational excellence across the entire portfolio and within companies, allowing our clients to transform and grow.
