Featured Engagements
Advisory / M&A / Consultancy
EST. 2019 / Newport Beach, CA
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Current Engagements
Beacon
Growing Oracle Implementation Partner with market leading expertise in key industry segments such as higher education.
Defender
Growing and highly profitable tax resolution and preparation business helping clients resolve noncompliant tax liabilities and to remain compliant post-resolution.
Pivot
Pivot is a commercial interior construction and finishing company specializing in occupied spaces, providing turn-key service, from design to finish
Horizon
Horizon designs and manufactures hardware and related software tools for telematics, GPS tracking and electronic logging activities, providing best-in-class components to fleet management system providers. They are introducing new products, show revenue growth and deliver adjusted EBITDA margins exceeding 50%.
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Recent Engagements
OnePeak Medical
Valley Oaks Medical
BlueViolet
Newborn Advantage Surrogacy
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