Financial Services
Fragmented sub-segments enjoying secular tailwinds.
Insurance
Insurance servicesClaims administrators, TPAs, and other service providers
Insurance distributionBrokers, marketing organizations, MGAs, captives, and general agents
Wealth
Financial advisoryIndependent advisory and wealth management firms
Wealth servicesService providers to advisors and the broader wealth ecosystem
Outsourced CFO
Tax and attestationCPA firms providing mandated services
Advisory, risk, and disputesTransaction, valuation, forensic, compliance, and administration advisors
Professional & Technical Services
Work that requires a license, credential, or certification.
Legal
Specialty law firmsInsurance defense, product defect, corporate immigration, and trusts and estates practices
Medical-legal servicesLife care planners, legal nurse consultants, and expert witnesses
Testing, inspection, and compliance
Inspection and certificationThird-party inspectors, testing labs, and certification bodies
Environmental, health, and safety complianceEnvironmental consultants, industrial hygienists, and safety specialists
Building systems services
Fire and life safetyFire protection companies that inspect, test, and repair code-required systems
Building automation and controlsControls integrators that install, monitor, and service building systems