Private Capital CDL has launched private investment ventures including Macellum Private Capital in 2022, signaling a strategic expansion into private markets that could benefit from specialized accounting, tax, and auditing services for investment firms and portfolio companies.

Asset Management The firm’s formation of Water Asset Management in 2005 indicates an ongoingInterest in asset management and related financial services, suggesting opportunities to provide fund accounting, valuation, compliance, and audits to investment vehicles and managers.

Growth Profile With a revenue range of 10 to 25 million and a medium-sized employee base, CDL sits between mid-market and boutique firms, presenting a sales angle focused on scalable outsourcing, technology-enabled accounting, and flexibly resourced services for growth-stage clients.

Tech Enablement CDL utilizes a modern tech stack including Grafana, TrackJS, Power Apps, Azure Key Vault, Active Directory, Google Cloud, PHP, and OAuth 2.0, creating opportunities to sell managed IT controls, cybersecurity, business intelligence, and cloud-based accounting solutions.

Sustainability & Community Positioned as a corporate citizen with a client- and staff-centric philosophy, CDL could be receptive to sustainability reporting, governance disclosures, and social impact creditable initiatives, opening doors for ESG advisory, audits, and tax incentives for responsible business practices.