Investment Bank for Business Services Clients

We provide customized solutions and strive to achieve optimal results for clients who develop and deliver services to end users in a variety of industry verticals.

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Committed to Serving Our Clients

As a leading investment banking advisory firm, we are immersed in the constantly evolving, rapidly growing service-based economy. Our breadth of transactional, operational and technical experience enables us to intuitively communicate the underlying dynamics in key subsectors and generate the excellent outcomes for our clients’ individual needs.

Business Services Framework

Provide outsourcing of critical tasks

Improve client performance

Provide focus and scalability for client

Multiple organic growth opportunities

Lower risk

Possess economies of scale or expertise

Pricing flexibility

Profitable incremental revenue

Allows broad menu of service offerings

High margins

Technology enabled

Repeatable quality of delivery

Constant upgrade cycle

High levels of integration with client

Control proprietary assets

Physical or geographic assets enable unique service offering

Information assets developed via service delivery

Utilize an ROI-based selling model

Value-proposition to clients is based on cost reduction, efficiency, top-line growth, etc.

Relevant to any economic environment

Recurring/ Repeat
Revenue

Scalable
Margins

High
ROIC

Significant
Switching Costs

Sector Focus

Specialty Distribution

  • Automotive & Truck
  • Building Products
  • Chemicals & Gases
  • Electronics, Electrical & Telecom
  • Fasteners
  • Flow Control
  • Food Service & Jan / San
  • Fuel & Energy
  • Industrial MRO
  • Material Handling & Industrial Automation
  • Plastics & Packaging
  • Safety Products

Education Services

  • Alternative Education
  • Continuing Education & Certification
  • Data Analysis Tools
  • Digital Content & Curriculum
  • For-Profit Education
  • LMS / CMS / SIS
  • Outsourced Support Services
  • Personalized Learning Tools
  • Training & Education
  • Value-Added Content Publishing

Facilities & Commercial Services

  • Cleaning
  • Electrical & Mechanical
  • Fire & Life Safety
  • Food
  • HVACR
  • Landscaping
  • Laundry & Linen
  • Parking
  • Pest Control
  • Printing & Graphics
  • Security & Safety

Financial Services

  • Accounting & Tax
  • Asset & Wealth Management
  • Asset Servicing
  • Financial Technology & Payments
  • Insurance Services
  • Specialty Finance
  • Traditional Banking Products & Services

Government Services

  • C5ISR & mission systems
  • Cybersecurity & cyber operations
  • Intelligence support & analysis
  • Data analytics & AI enablement
  • Geospatial & remote sensing
  • Systems & software development
  • IT digital modernization
  • Space & satellite systems
  • Unmanned & autonomous systems
  • Engineering, test, & technical services
  • Acquisition, program, &  mission support
  • Health IT
  • State & local government services
  • Security services & enterprise risk management

Infrastructure, Utility & Industrial Services

  • Data Centers
  • Electric & Gas Utilities
  • Energy
  • Environmental
  • Marine
  • Outsourced Repair, Maintenance & Overhaul
  • Power Management & Efficiency
  • Railways
  • Rental
  • Specialty Construction & Contracting
  • Test, Measurement & Certification
  • Telecom, Fiber & Data
  • Transportation
  • Water & Wastewater

IT Services

  • Cloud & IT Infrastructure
  • Digital Transformation
  • Integration
  • Outsourced Software Development
  • Reselling
  • Managed Services
  • Unified Communications & Networking

Transportation & Logistics Services

  • Contract Logistics
  • Contracted / Specialty Transportation
  • Critical Parts Logistics
  • eCommerce Fulfilment
  • Food & Beverage Logistics
  • Freight Forwarding / Freight Brokerage
  • Healthcare / Pharma Logistics
  • Intermodal Logistics / Infrastructure
  • Logistics Technology
  • Reverse Logistics / Aftermarket Services
  • Time, Temperature & Security Sensitive
  • Waste Transportation

Marketing & Information Services

  • Agency Services
  • B2B / B2C Media
  • Business Intelligence
  • Commerce Enablement
  • Consumer Loyalty & Engagement
  • Customer Acquisition & Performance-Based Marketing
  • Data Management & Analytics
  • Digital Advertising & Marketing
  • Experiential Marketing & Events

Professional & Human Capital Services

  • Business & Knowledge Process Management
  • Consulting
  • Engineering
  • Finance & Accounting
  • Legal
  • Research & Scientific
  • Governance, Risk & Compliance
  • Staffing & Search
  • Talent Management & Development

Perspectives & Publications

Recent Transactions In Business Services

American & European Business Services Group Heads

Meet Our Senior Team with Business Services Expertise