Case Studies
Our work speaks for itself.
Private Equity FirmPrivate equity firm, founded by the originators of a major investment bank’s carbon credit trading desk
Private Equity Firm
Area 1 SecurityProvider of the cybersecurity industry’s only preemptive, comprehensive, contextual, and continuous email security.
Area 1 Security
RAD Security (formerly KSOC)Cloud native security company that empowers engineering and security teams to drive innovation so they can focus on growth versus security problems
RAD Security (formerly KSOC)
Global Fortune 500 InsurerWorld leader in insurance, with operations in multiple countries and territories
Global Fortune 500 Insurer
Rule Garza HowleyBoutique antitrust and M&A law firm, with lawyers who have led the DOJ’s Antitrust Division as well as the antitrust practices at some of the country’s most elite large law firms.
Rule Garza Howley
MUFG Investor Servicesa division of Mitsubishi UFJ Financial Group, one of the largest banks in the world with approximately $3 trillion in assets
MUFG Investor Services
Caldera LawFull-service boutique law firm in Miami
Caldera Law
CRB MonitorThe leading database cannabis corporate intelligence database, empowering financial institutions and capital providers to understand, identify and manage cannabis-related risk and opportunity.
CRB Monitor
MyChargeBackFinancial services firm with a global focus and an international client base, specializing in complex fund recovery scenarios including tracing cryptocurrency through the blockchain or raising disputes with banks and merchants.
MyChargeBack
Water Asset ManagementNew York and San Francisco based investment manager regarded as one of the first water industry investors to invest exclusively in companies and assets that ensure water quality and supply.
Water Asset Management
TAG CyberA team of seasoned researchers and analysts providing real-time support for long-term strategic and near-term tactical cybersecurity needs
TAG Cyber
Next Round Capital Partnersadvisory firm providing private market liquidity solutions and alternative investments










