Deep strategy consulting and AI analytics expertise for middle-market PE and its portfolio companies.
Top-tier commercial due diligence and growth strategy consulting combined with distinctive AI analytics and custom solution development capabilities – delivering what most firms cannot.
- 180+ buy-side and sell-side processes
- $8B+ in enterprise value evaluated
- Custom AI tools built on 15+ years of deal experience
- Senior principal-led to ensure highest levels of insight
15+
Years of experience
180+
PE processes supported
3,000+
Expert interviews conducted
80+
B2B and B2C Surveys executed
15
AI analytics deal evaluation tools developed
Trusted by leading private investors and their portfolio companies
CDD & Growth Strategy + AI Analytics
View all services →AI Analytics
- Custom tools and dashboards
- Public and proprietary data analysis
- Full leverage of current and emerging capabilities
- Human-in-the-loop validation with a senior strategy consultant
Commercial Due Diligence
- Buy-side and sell-side mandates
- Market sizing and growth dynamics, competitive positioning, customer purchasing
- Informed by primary research: VOM interviews, customer interviews, B2B & B2C online surveys, web scrapers
- Delivered on LOI-to-close timelines
Growth Strategy
- Organic vs. inorganic growth path analysis
- Market entry and go-to-market roadmaps informed by AI analytics and VOM research
- Actionable and pragmatic output in 3-6 weeks
- Built for PE hold-period realities
The combination most firms don't have.
Deep CDD expertise meets custom AI tooling and analytics. The result: faster synthesis, sharper pattern recognition, and more rigorous analysis than either alone.
AI-Powered Due Diligence
- Faster synthesis across large primary datasets
- Pattern recognition from 180+ prior CDD engagements
- Deeper market analysis in compressed deal timelines
- Custom AI tooling built specifically for CDD work
Market Intelligence Platforms
- Proprietary data tools for PE-backed companies
- Pinpoint IQ - geographic market intelligence for roll-ups
- White-space identification at the MSA level
- Built for operators, not just analysts
AI Strategy & Implementation
- Where AI creates real competitive advantage
- Not just recommendations - we build it
- Portfolio company AI roadmaps
- 2-3 years ahead of the traditional consulting firm capabilities
200+ engagements. Six priority sectors.
View all work →What makes the difference.
Principal-led, always
Every engagement run by a Senior Principal. Insight generation from deep deal work experience.
Primary research first
We talk to the market - customers, competitors, channel partners – using the right tools to gather its insights.
AI-integrated workflows
Custom tooling that accelerates synthesis, pattern recognition, and market modeling.
PE-calibrated delivery
Built for LOI-to-close timelines. Tight formats, clear recommendations.
The combination of deep primary research and AI-powered analysis is what allows us to go places traditional CDD can't - faster and with more confidence.
James Agres
Founder & Principal, 2nd St Strategy
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