A relationship business grows when its accounts stay, renew, and expand over years. We work with leaders to act on what their business is telling them every day.
“If this works, we’ll roll it out to every region.”
“Honestly, the first six months were rough.”
“The new CFO wants to see the numbers before we renew.”
“We’re making an acquisition. Can you support that?”
OUR EXPERTISE
PRIVATE EQUITY
THE RELATIONSHIP
It starts in diligence, while the firm builds its thesis on a company, and runs through a multi-year hold measured against that thesis.
WHAT THE RECORD SHOWS
On the buy side, what the data room leaves out: how the target’s accounts actually behave. On the operating side, day-one priorities ranked by evidence.
TECHNOLOGY
THE RELATIONSHIP
Few assets in technology are worth more than a relationship whose revenue compounds every year. What happens between the first conversation and the renewal decides how much it grows.
WHAT THE RECORD SHOWS
Which opportunities are real and what that means for the forecast, how accounts move from implementation to renewal, and where perceived value drifts from what was promised at the sale.
BUSINESS SERVICES
THE RELATIONSHIP
Supporting another business depends on consistency: how your people respond, how they manage change, and how quickly work is reprioritized when the account’s needs shift.
WHAT THE RECORD SHOWS
Services businesses have little telemetry. The language is the record: how service is perceived, where consistency breaks, and what earns long-term advocacy.
PROOF
PRIVATE EQUITY
Lower-enterprise HCM software target, pre-LOI
$9.4M
Renewals worth $9.4M that the forecast carried as committed showed no commitment in the accounts’ own correspondence.
DECISION
The deal team used the evidence to challenge the forecast, cut its GRR assumption, and reprice the bid.
RESULT
Signed the LOI $14M below the IOI.
TECHNOLOGY
Global healthcare technology company, multi-product
36%
One product line generated 36% of all the friction accounts raised, putting about $80M in ARR at risk.
DECISION
Leadership put the rolled-up evidence in front of product owners for the first time and reopened roadmap priorities.
RESULT
Critical enhancements went from backlog to P1.
BUSINESS SERVICES
Performance marketing agency, about 1,000 clients
38%
The strongest signal before a cancellation was not complaints about the service but doubt about results, raised by 38% of at-risk accounts.
DECISION
Leadership replaced activity updates with ROI readouts that tied the work performed to each at-risk client’s results.
RESULT
30-day cancellations fell by a third within two quarters.
