Sustainable Focus Leverage Coho Partners’ ESG emphasis by offering advanced ESG analytics, reporting enhancements, and integrated ESG data feeds to deepen their research capabilities and product offerings.

Growth Signals Target expansion or onboarding opportunities tied to new stake acquisitions or portfolio diversification evidenced by recent investments in Service Co., Perrigo, and Global Payments across multiple years.

Tech Enablement Position cloud and collaboration tools, security, and workflow automation as value adds for a mid-sized, tech-enabled shop leveraging Microsoft 365, Azure, Salesforce, and DocuSign to streamline client servicing and compliance.

Financial Health With a revenue range of 25–50 million and a lean employee base, propose scalable, cost-efficient technology or outsourced solutions that align with their middle-market asset management profile.

Talent & Leadership Engage on executive-level support needs by recognizing recent hires in ESG research and finance leadership; offer leadership-focused advisory, training, or analytics partnerships to augment decision-making and governance.