Specialized Investment Focus Clifford Capital Partners primarily manages equity portfolios for institutional and individual clients through proprietary fundamental research, presenting opportunities to tailor products and services aligned with their disciplined investment approach.

Growing Asset Holdings Recent investments, such as the $436K stake in Paramount Global, indicate an active expanding portfolio, suggesting potential for additional asset management products and strategic investment partnerships.

Mid-Sized Market Player With revenue between $25M and $50M and a team of 11-50 employees, Clifford Capital presents an ideal opportunity for selling niche financial services or innovative technology solutions targeted at mid-tier investment firms.

Leadership and Talent The hire of experienced professionals like Roger Hill as Principal and Managing Director highlights a growing leadership team, making them receptive to executive training, consulting, and leadership development offerings.

Technological Engagement Utilizing a modern tech stack including cloud services, analytics, and web development tools, Clifford Capital is positioned to adopt advanced fintech solutions, API integrations, and data analytics tools to enhance their portfolio management capabilities.