Middle market companies outgrowing their systems.
Usually between $10M and $250M in revenue, often private equity backed, and almost always growing faster than the systems underneath them.
Where we fit
We work in industries where the details matter and generic advice does not travel well. Knowing how a premium gets reconciled, or why a multi-site provider cannot just standardize on one system overnight, is the difference between a plan that works and a plan that reads well.
If you are smaller than this, a good MSP and a part-time bookkeeper will serve you better and cost less. We will tell you that on the first call.
Healthcare services
Multi-site providers, practice management platforms, and PE backed rollups. Every acquisition brings another practice management system, another set of credentials, and another close to absorb.
- Practice platform and EHR integration
- HIPAA posture and business associate agreements
- Multi-site standardization after an acquisition
Insurance
Agencies, MGAs, and carriers where the policy admin system, the agency management system, and the general ledger all disagree about the same premium.
- Policy and agency management system work
- Premium and commission reconciliation
- Carrier and regulator reporting
Software and technology
Growing companies whose product is solid but whose internal controls have not caught up. Usually the trigger is a raise, an enterprise prospect, or a first SOC 2.
- SOC 2 readiness and audit support
- Access control and separation of duties
- Billing, revenue, and usage data alignment
Industrial and distribution
Manufacturing, distribution, and infrastructure businesses where the ERP is the business. Inventory accuracy and uptime are financial statement issues, not IT issues.
- ERP selection and implementation
- Inventory, costing, and warehouse data
- Plant and site connectivity and resilience
When companies call us
Six situations account for most of our first conversations.
- An ERP implementation has stalled, slipped twice, or gone live badly.
- A customer or underwriter is asking security questions nobody can answer.
- Technology spend has grown and nobody can explain what it bought.
- An acquisition closed and now there are two of every system.
- The team is good but has no one setting direction above them.
- There is an AI mandate from the board and no owner underneath it.
Recognize any of those?
Send a short note describing the situation. We will tell you honestly whether we are the right fit, and what we would do about it first.