- Among our recent clients:
- Alliance of M&A Advisors
- Association for Corporate Growth (three times)
- Birch Hill Equity Partners (C$2b fund)
- Duane Street Capital
- ff Venture Capital
- Franklin Templeton
- ff Venture Capital
- Founder Institute
- LLR Partners ($1.4b fund)
- ThomsonReuters/Buyouts Magazine/Venture Capital Journal
- We have worked with a wide range of financial services institutions in our previous companies, including:
- 3 of the top 20 private equity funds
- 2 of the top 5 investment banks
- 2 of the top 10 hedge funds
- Icahn Enterprises L.P.
- Intuit
- Morgan Stanley
- TIAA/CREF
- Wells Fargo
- Zacks
