Focus.
Sector Depth
With a Thematic Lens.
The concept of a thematic approach is not novel in investing, however, its application in advisory has seldom been utilized. We view companies beyond conventional distinctions. We marry our sector expertise with a holistic understanding of our themes to properly distinguish, articulate and position the business to create value.  

This differentiated style of advisory gives us a rare vantage point towards effectuating incredible results aligned with our clients specific goals.
Narrowed Focus.
Premium Results.
Our Formula
Sector Expertise
We understand the importance of sector expertise when it comes to hiring the right advisor.

Having spent our entire careers in the tech sector, we not only have a profound knowledge of the space but have developed personal connections with the key players over the years.
Thematic Expertise
Companies are more than just their financial profile or sector they play in.

We have witnessed firsthand how companies that embody our thematic areas – Accessibility, Community, Personalization, & Resiliency - can garner heightened market interest and achiever superior outcomes.

We know how to craft a narrative around both the tangible and intangible benefits of our thematic areas to extract premium value.
The Result
Extraordinary Outcomes.
Coupling our sector expertise with a deep understanding of our core thematic areas, elevates a proficiency into a mastery.

While a siloed understanding of a sector or thematic area can yield positive outcomes, the synergistic combination of both can lead to truly exceptional results.
Our Areas of Expertise
Themes
Accessibility
Technology has become interwoven into the fabric of our daily lives and accessibility is critical to the adoption and use of a company’s products, services, or information. We see accessibility as the democratization of technology and through our in-depth understanding of the business and market, we are experts in accentuating the critical attributes accessibility contributes to the ongoing success of a business.
Community
The importance of community continues to permeate throughout the market, and we know better than anyone how to highlight the true value communities foster. Our expertise lies in accentuating the intangible benefits that community provide, skillfully transforming them into tangible, premium results for our clients.
Personalization
The age of the impersonal, “one-sized-fits-all”, approach to selling a product or service is fading as consumers increasingly demand authentic interaction and tailor-made experiences from the companies they transact with. We have a profound understanding of how to strategically showcase the advantages of personalization and capitalize on the resulting flywheel effect created to elevate our client’s narrative.
Resiliency
In today’s rapidly evolving market, resilience is no longer optional but essential. Successful companies need to be agile and able to navigate any challenges presented to them. We not only recognize the vital importance of resiliency, but emphasize it to generate heightened interest from potential investors, which is especially crucial in the current competitive market.
Sectors
By Model
By Market
Software
Tech-Enabled Services
AI / ML
[xx]
  • Application
  • Foundational
  • Generative AI
  • Natural Language Processing
Business Services
[xx]
  • Business Process Outsourcing ("BPO")
  • Consulting & Staffing Services
  • Digital Transformation
  • Event Management
  • Human Capital Management
  • Onshore, Offshore, & Nearshore
  • Professional Services
  • Software Development
Data & Analytics
[xx]
  • Data Capture
  • Information Management
  • Power BI Tools
  • Predictive Analytics
Education
[xx]
  • AR / VR & Simulation
  • Consumer
  • Corporate & Professional Training
  • Enterprise Video
  • Higher Education
  • Pre K-12
Financial
[xx]
  • Crypto
  • FinTech
  • Insurance Technology
  • Marketplace / Exchanges
  • Office of the CFO
  • Payments
Governance, Risk, & Compliance
[xx]
  • Certification
  • Human Resources Technology
  • Legal Technology
  • Training & Development
  • Workforce Management
Government & Non-Profit
[xx]
  • Association / Member Management
  • Contract Management
  • Donor & Volunteer Management
Healthcare IT
[xx]
  • Billing & Revenue Management
  • Compliance & Credentialing
  • Patient Communications & Management
  • Staffing
Leisure & Hospitality
[xx]
  • Real Estate
  • Sports
  • Travel
Sales & Marketing
[xx]
  • Agencies
  • AdTech / MarTech
  • Creator Economy
  • Sales Enablement
  • Social Media & Content Creation
Contact Us
Let’s talk about how we can help you recognize your strategic vision.

Whether you are ready to embark on a process or just interested in learning more, we’d love to connect.
We’re in a relationship business and happy to learn more about one another.