WHO WE SERVE
The firm works with four kinds of client, and each has its own page.
A general partner underwriting a target, a CEO whose board is asking about AI, an owner deciding whether to sell at all, and a family office buying a company directly are asking different questions. This page is the index. Open the page that matches the problem in front of you. It is written for you rather than for all four readers at once.
FOUR AUDIENCES
Choose the page that matches your situation.
For funds, independent sponsors, and their portfolio companies
Private Equity
Two practices work on a deal from different sides. One originates acquisitions against a written mandate and works a national network of funds, sponsors, and family offices. The other assesses the technology in a target before the capital is committed and runs it across the hold.
- Buy-side origination, and sell-side process when the fund exits
- Technology diligence before close, then fractional CTO, CISO, CAIO, or CDO leadership through the hold
- Engaged and scoped separately; no mandate requires another
For founders, CEOs, and boards with no transaction in front of them
Founders & Operators
You are running the company, and the board has started asking technology questions. It wants to know who leads technology and whether the AI work is governed. It also asks whether the security posture can be attested to, and whether the platform can support the next stage of growth. This is the operating route into the Technology & AI practice. It starts with an assessment of the company rather than a transaction.
- The constraint named in dollars and weeks, then fixed by the person who named it
- Fractional technology, security, AI, and data leadership where a full-time hire is not yet warranted
- Diagnostics you run yourself in about ten minutes, with no call attached
For owners weighing a sale, a recapitalization, or neither
Business Owners
A full sale, a majority recapitalization, growth capital, and waiting another two years are four decisions with four different consequences. The first conversation is about which one fits, and ending with a decision to wait is a normal outcome.
- What the business is worth, and which parts of it a buyer discounts
- What to fix twelve to twenty-four months before a process starts
- How confidentiality is handled, decided before anything goes out
For single and multi-family offices investing directly
Family Offices
An office buying a company directly competes with sponsors who do it full time. We work as the outside deal team on those mandates, assess an asset independently where the office is co-investing, and raise capital for the operating companies the family already holds.
- Buy-side mandates on direct deals, and independent diligence on a co-investment
- Debt and minority equity for the companies the family owns
- Transaction mandates only; the office keeps its own managers and advisers
Each audience has its own page because each faces a separate decision. They share one firm, one network, and the same two practice leads. A founder-led company that later sells to a sponsor does not have to start over with somebody new.
Book a Call
Not sure which page is yours.
Describe the situation in a few sentences and you will get a straight answer about whether this is work we do, including when it is not. If a brief belongs with somebody else, we will say so.
Bass Zanjani and Sujit Maharana split the briefs between the two practices. One of them reads yours.