Niche energy focus Centerboard Group operates in private equity, asset management and advisory with activities in oil and gas, real estate, natural resources and infrastructure. Potential sales opportunity: offer specialized fundraising, M&A advisory, and capital deployment services tailored to energy sector projects and offshore/remote operations.

Boutique scale Tiny headcount (2-10 employees) coupled with a multi-office footprint in New York and Calgary suggests a lean, highly actionable deal team. Sales opportunity: provide scalable tech-enabled deal sourcing, CRM automation, and outsourced business development support to broaden outreach without increasing internal headcount.

Strategic partnerships Past collaborations include a $150 million venture with KKR and Roughneck Lodging partnerships. Sales opportunity: propose co-investment structures, joint venture frameworks, and advisory services to expand capital raising and portfolio construction capabilities.

Technology enablement Tech stack includes Microsoft 365, Google services, jQuery-based tools, maps, and standard hosting. Sales opportunity: offer modern deal room solutions, secure document management, data visualization, and enhanced collaboration platforms to boost efficiency in transactions and asset management.

Revenue visibility Reported revenue range of 1–10 million with diversified activity across private equity, asset management and advisory. Sales opportunity: present curated financial performance dashboards, forecasting analytics, and fundraising product suites to help scale revenue while maintaining risk controls.