FinTech Services Target nE12 for FinTech legal services and expert witness support to address regulatory and litigation needs as the firm operates at the intersection of investment management and advanced computing.

Strategic Roadmaps Position as strategic critical-path consultants to help clients navigate roadmap analysis, valuation, and due diligence in an era of machine learning and data science driven finance.

Tech Enablement Offer technology modernization and cloud security assessments, highlighting opportunities given their emphasis on algorithms and sensitivity around client data hosted on cloud services.

SMB Focus Leverage the small team size and local Danville location to tailor high-touch, flexible services for mid-market asset managers seeking cost-efficient innovation partnerships.

Revenue Expansion Explore cross-sell of advisory and compliance-related services to participants in the investment management ecosystem, including potential collaborations with larger cloud and data analytics vendors already present in the space.