Case Studies
Inside the engagement
In-depth breakdowns of the strategy, execution, and outcomes across select client engagements.
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How strategy, execution, and strategic alignment create measurable business outcomes
iCore - From M&A Capital Raise to Go-to-Market
iCore is a comprehensive practice and revenue cycle management platform for the dental industry, built by acquiring and merging three complementary software businesses into one provider.
Fort Capital - Industrial Real Estate Fund
Fort Capital is a real estate investment firm specializing in Class B industrial properties, with more than $2.1 billion in lifetime transactions and a focus on high-growth Sun Belt markets.
Ventriloc - Transaction Readiness
Ventriloc is an early-stage data services company that engaged Collateral Partners to prepare for sale negotiations and communicate its value to potential acquirers.
Keel - M&A Advisory Firm
Keel Advisory Partners is a financial execution partner supporting middle-market companies, lenders, and private equity sponsors through growth, transactions, and positioning at critical inflection points.
Browse case studies
How strategy, execution, and strategic alignment create measurable business outcomes
iCore - From M&A Capital Raise to Go-to-Market
iCore is a comprehensive practice and revenue cycle management platform for the dental industry, built by acquiring and merging three complementary software businesses into one provider.
Read Case Study
Fort Capital - Industrial Real Estate Fund
Fort Capital is a real estate investment firm specializing in Class B industrial properties, with more than $2.1 billion in lifetime transactions and a focus on high-growth Sun Belt markets.
Read Case Study
Ventriloc - Transaction Readiness
Ventriloc is an early-stage data services company that engaged Collateral Partners to prepare for sale negotiations and communicate its value to potential acquirers.
Read Case Study
Keel - M&A Advisory Firm
Keel Advisory Partners is a financial execution partner supporting middle-market companies, lenders, and private equity sponsors through growth, transactions, and positioning at critical inflection points.
Read Case Study
Browse case studies
How strategy, execution, and strategic alignment create measurable business outcomes
iCore - From M&A Capital Raise to Go-to-Market
iCore is a comprehensive practice and revenue cycle management platform for the dental industry, built by acquiring and merging three complementary software businesses into one provider.
Read Case Study
Fort Capital - Industrial Real Estate Fund
Fort Capital is a real estate investment firm specializing in Class B industrial properties, with more than $2.1 billion in lifetime transactions and a focus on high-growth Sun Belt markets.
Read Case Study
Ventriloc - Transaction Readiness
Ventriloc is an early-stage data services company that engaged Collateral Partners to prepare for sale negotiations and communicate its value to potential acquirers.
Read Case Study
Keel - M&A Advisory Firm
Keel Advisory Partners is a financial execution partner supporting middle-market companies, lenders, and private equity sponsors through growth, transactions, and positioning at critical inflection points.
Read Case Study
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