Global PMI Partners
Acquisition in 2023
Global PMI Partners is a management consulting firm established in 2010 and based in San Francisco, California. The company specializes in post-merger integration (PMI) services, assisting clients in optimizing the outcomes of their merger and acquisition activities. Global PMI Partners adopts a customized approach to address the unique operational, technical, and cultural challenges associated with both local and cross-border transactions. The firm offers a range of services, including pre-deal support during due diligence and post-deal services such as leading integration projects and advising integration teams. With expertise across various sectors, including automotive, financial services, healthcare, and industrial manufacturing, the company is dedicated to helping clients effectively manage the risks and complexities of mergers and acquisitions. Their seasoned specialists aim to deliver local market insights while leveraging a global footprint to ensure sustainable results and achieve expected synergies for their clients.
Outliers
Acquisition in 2023
Outliers LLC is a financial advisory firm located in Ann Arbor, Michigan, specializing in providing financial management and accounting services to lower middle market private equity portfolio firms. The company focuses on value creation and offers interim chief financial officer services to help portfolio companies during transitions or when additional support is required. Outliers aims to enhance the financial efficacy of its clients by delivering expert guidance tailored to their specific needs.
MacroNet
Acquisition in 2022
MacroNet is an IT and telecommunications consulting firm that focuses on delivering tailored solutions to enhance client experiences. The company specializes in a variety of services, including wide area networking, contact center solutions, data center management, and information security. By offering customized network solutions, MacroNet aims to address the specific needs of its clients, ensuring effective and efficient IT and telecommunication infrastructures. Through its expertise in design, contracting, and outsourced hosting, MacroNet positions itself as a comprehensive provider in the consulting landscape.
Profit Enhancement Services
Acquisition in 2022
Profit Enhancement Services specializes in telecommunications expense management solutions aimed at enhancing profitability for mid-market enterprises. The company offers a comprehensive range of services, including telecom and cloud expense management, wireless management, audit and optimization, and strategic sourcing. By employing a multi-disciplinary approach, Profit Enhancement Services assists clients in effectively managing their expenditures related to landline, wireless, network, and cloud services. Through these services, the company aims to streamline associated business processes and ultimately improve its clients' financial performance.
The CFO Suite
Acquisition in 2022
The CFO Suite is a specialized provider of consultative staffing and executive search services focused on management and executive-level talent in accounting and finance. The company delivers interim staffing solutions and conducts retained and contingent executive searches, aiming to enhance the capabilities and capacity of clients' accounting and finance departments. By leveraging its expertise in the financial sector, The CFO Suite assists organizations in identifying and securing top-tier professionals to meet their strategic needs.
Cadilus
Acquisition in 2022
Cadilus Inc. is a consulting firm based in Stamford, Connecticut, established in 2017. The company specializes in providing technology-enabled managed services and consulting aimed at enhancing business performance for organizations. Its offerings include financial planning and analytics, business planning and budgeting, financial modeling and forecasting, as well as performance measurement and reporting. Through these services, Cadilus enables corporate clients to optimize their efficiency, increase productivity, and drive profitable growth. The firm focuses on delivering actionable insights that support better decision-making and improved organizational outcomes.
NextLevel
Acquisition in 2021
NextLevel is a professional services firm based in Seattle, Washington, established in 2011. It specializes in providing executive and board services, project leadership, interim executive leadership, and advisory services across various sectors, including agriculture, distribution, retail, telecommunications, media, and information technology. The firm is known for delivering strategic, operational, and financial management services through a team of vetted experts who bring substantial C-suite experience. In September 2021, NextLevel was acquired and is now part of E78 Partners.
Agile Fund Solutions
Acquisition in 2021
Founded in 2010, Agile Fund Solutions is a fund administrator based in Walnut Creek, California. It offers comprehensive services such as CFO, COO, and CCO functions, including accounting, performance reporting, investor relations, trading operations oversight, management company bookkeeping, bill pay, forecasting, budgeting, and compliance reviews. The firm has experience with diverse investment strategies and industries.
9Gauge Partners
Acquisition in 2021
Founded in 2011, 9Gauge Partners is a management consulting firm that assists business leaders in making data-driven decisions during periods of growth and change. It offers services including cost accounting, financial reporting, mergers & acquisitions advisory, operational due diligence support, carve-out integration assistance, market benchmarking, and corporate governance.