Mid-market Growth Target mid-sized advisory firms with revenue in the $100M–$250M range and 51–200 employees, like 40|86 Advisors, to offer scalable investment technology, data analytics, and outsourced reporting solutions that align with their current tech stack and client service models.

Technology Enablement Leverage their existing tech footprint (Hyperion, Oracle Essbase, Google Analytics, Google Tag Manager, RSS) to position advanced analytics, performance measurement, and data visualization services that integrate with their ERP and BI workflows.

Analytics Expansion Offer expanded data platforms, dashboarding, and forecasting capabilities to deepen insights for portfolio construction and risk management, addressing potential needs beyond their current Oracle Essbase and Hyperion usage.

Scale and Compliance Provide scalable, compliant reporting and governance solutions that support growth while maintaining regulatory and client-reporting standards, appealing to firms in a similar competitive space.

Competitive Benchmarking Position services by benchmarking against peers in the investment management segment (like WTW, Cambridge Associates, StepStone, Albourne) to highlight differentiated offerings in data science, workflow automation, and client experience improvements.