Over 180 Technology M&A Transactions since 1998
50+ Years of Operational Expertise Across Managing Partners

We also offer our institutional investor clients an operational assessment of their portfolio companies. This essentially consists of a bottoms-up, objective evaluation of a company’s operations and business opportunity. We focus on identifying what is working and what is not at an operational level, identifying problems which are usually below the radar screen of the shareholders and board members. Our report will not only help identify where there are issues, but also provides the board with an objective view on the company’s various options to move forward, along with the pros and cons of each. Effectively, we help align the various stakeholders by providing the board with a trusted independent overview of the company upon which the board can make decisions in the exercise of their fiduciary duty. Over the past decade, our partners have provided dozens of assessments in a variety of tech and cleantech industries which have been well received by the investors and board members.