About

The firm behind the work.

2nd St Strategy is a boutique commercial due diligence and growth strategy firm built for middle-market private equity. Principal-led, primary-research-first, AI-integrated.

The firm

Built for the way PE actually works.

  • Boutique firm — no overhead, no politics
  • Every engagement principal-led by James Agres
  • 15+ years of top-tier strategy and M&A diligence
  • 200+ buy-side and sell-side processes
  • $6B+ in combined enterprise value evaluated
  • Six sectors, deep pattern recognition
  • Chicago, IL — serving PE sponsors nationally
Get in touch

15+

Years of experience

180+

PE processes supported

Buy-side and sell-side

3,000+

Expert interviews conducted

Customers, competitors, experts

80+

B2B and B2C surveys executed

15

AI analytics tools developed

Trusted by leading private investors and their portfolio companies

Ampleo
Ancor Capital Partners
ArchStar Capital
Banyan Software
Beacon Software
Clearwell Group
Dragoneer Investments
EMKO Capital
Everberg Capital
Francisco Partners
GSE Partners
HGGC
Kohlberg & Company
Level Equity
Northwood Partners
Peterson Partners
Rockwood Equity
Rosewood Private Investments
Sentinel Capital
Serata Capital
TA Associates
Unity Partners
How we work

Four principles.

01

Primary research is the foundation.

Secondary data describes what happened. Customers tell you why — and what's next. Every engagement starts with talking to the market.

02

AI accelerates. It doesn't replace.

Our custom tools help synthesize faster and pattern-match across engagements. But the commercial judgment still requires experience.

03

Principals run the work.

No hand-offs to analysts you've never met. The person you hire is the person who does the work.

04

Honest over comfortable.

We'll challenge a thesis if the evidence points elsewhere. The value is in the rigor — not in confirming what you already believe.

Ready to talk?

Active deal process, portfolio question, or just want to connect — we respond within 24 hours.

Get in touch