Clients

Over the years, our singular ability to create value has led to engagements with a range of clients, all sharing a commitment to growth. We’re proud to have had the opportunity to work in so many different industries and with so many business models.

Today’s economic conditions offer both opportunities and obstacles to revenue and profit growth. We help you navigate these uncertain conditions with experience in making difficult decisions, the kind that balance the needs of customers, employees and stakeholders. Every recommendation we make is rooted in a fundamental understanding of the P&L statement and this leads to clear strategies, more focused business plans and maximum exit values.

Our clients have their pick of potential partners and strategic consultants. We’re honored that they choose to work with us.

I acquired Stat PADS via a search fund and became a first-time CEO. Eddie was a great mentor, working with me and the Board to manage the process of establishing our strategic plan.

It was important for me to be 100% focused on setting our strategic plan, instead of using energy to manage the process. Eddie’s proven framework is focused on building sustainable growth now and preparing a runway for the future. He did this by beginning with the end in mind and focusing on the key drivers of value creation. He has a gift of pulling the best ideas out of management and the board and synthesizing them in actionable ways. I’m grateful for the things I learned while working with Eddie.”

— Carl Dixon
CEO

Acquired by Uinta Capital (Search Fund)

Clients by Vertical Market

Business & Financial Services

  • 3Phase Elevator
  • AMS Fulfillment
  • BBG
  • Climate Pros
  • Corporate Rewards
  • Datamyx
  • eCommission Financial
  • Engineering, Planning & Management
  • Experient
  • Global Claims Services
  • Kasasa by BancVue
  • KeyImpact Sales & Systems
  • Lexipol
  • Lone Star Overnight
  • Midnite Express Global
  • PayLink Payment Plans
  • Pine Environmental
  • Pro-Vigil
  • RevUnit
  • Shaker
  • Southern Management
  • STAT Pads
  • Street Smart Rental
  • Talent Inc.
  • United Language Group
  • Van Pool Transportation
  • Veritext
  • West Star Aviation

Building Products & Services

  • Associated Materials
  • CertaSite
  • DPIS
  • Hardware Resources
  • HMI Cardinal
  • MDC
  • Monessen Hearth Company
  • SafeBuilt

Consumer Products

  • Big Mouth
  • Boll & Branch
  • C. Mondavi & Family
  • Callaway Golf Company
  • Cholula
  • Ellison First Asia
  • Fit & Fresh
  • FoodState
  • Friendly Ice Cream Corporation
  • Hospitality Mints
  • InterDesign
  • GreenLine
  • iParty
  • JC Whitney
  • Krispy Kreme Doughnut Corporation
  • Kyjen/Outward Hound
  • LILLEbaby
  • The Marena Group
  • MILTONS
  • Pilot Pen
  • SIGG
  • Stanton Carpet
  • Sullivans
  • Tate’s Bake Shop
  • Tropikal Pet Food [Istanbul, Turkey]
  • Uinta Brewing
  • UNKNWN
  • YumEarth

Consumer Services

  • Church Services
  • ComForCare
  • LMG Holdings
  • Shell Oil – Jiffy Lube
  • Sunless

Healthcare Products & Services

  • Accentus
  • ActivStyle
  • Censis Technologies
  • Coeur
  • ComForCare
  • Dowden Health Media
  • G&H Orthodontics
  • Greenphire
  • IDOC
  • InVita Healthcare Technologies

Industrial

  • Abrasive Form
  • iAutomation
  • Aerco International
  • All Current Electrical Sales
  • Commonwealth Laminating
  • Connor Sport Court
  • DuBois Chemicals
  • Eemax
  • Gerard Daniel Worldwide
  • InsulFab Plastics
  • Integrated Power Services
  • L-com Connectivity
  • Machine Laboratory
  • Precision Wire Components
  • Raypak
  • Safemark
  • Stoffel Seals
  • SweetenersPlus
  • Terra Nova Solutions
  • Thermal Process Holdings
  • Trachte
  • Tranzonic
  • Water-Jel Technologies
  • WolfGordon

Marketing Services

  • BlueSpire Marketing
  • Engauge Marketing
  • EventLink
  • G5
  • Pareto
  • Women’s Marketing Inc.
  • Workplace Media

 

Private Equity Firms

  • BV Investment Partners
  • Calvert Street Capital Partners
  • Carlson Private Capital Partners
  • CID Capital
  • Fort Point Capital
  • Graycliff Partners
  • Halyard Capital
  • High Road Capital
  • L Catterton
  • Linsalata Capital
  • Milestone Partners
  • Morgenthaler Private Equity
  • MountainGate Capital
  • New State Capital Partners
  • Northern Pacific Group
  • Norwest Equity Partners
  • Peak Equity Partners
  • Prospect Hill Growth Partners
  • Saw Mill Capital
  • Shoreview Industries
  • Silver Oak Services Partners
  • The Riverside Company
  • Uinta Capital (search fund)
  • Yukon Partners

Software

  • 1EDI Source
  • Allied Business Services
  • Censis Technologies
  • CPA Site Solutions
  • Digital Technology International
  • ModernHire
  • Omnigo
  • Spirion
  • WolfePak Software
  • YourMembership.com

Technology

  • Avure Technologies
  • Lumen Dynamics
  • Sencore
  • Tensator Group [Milton Keynes, UK]
  • X-Rite/Pantone

Training, Education & Publishing

  • ALICE Training Institute
  • Crisis Prevention Institute
  • HCPro
  • Health & Safety Institute
  • Junior Sports Corporation
  • Media Source
  • Oakstone Publishing
  • Pri-Med
  • Tuition Management Services