Global Client Base Subrosa serves multinational insurers, retailers, law and accounting firms, and asset-management firms across the U.S. and globe. This diverse client base offers clear cross-sell potential for core services such as background checks, corporate due diligence, and undercover surveillance. Develop packaged risk assessment and corporate investigations offerings tailored to high-risk industries to expand wallet share with existing clients and win new global mandates.

Cross-Sell Opportunities The firm emphasizes customized investigative approaches with decades of experience, making it well positioned for M&A due diligence, vendor risk, and regulatory compliance projects. Target mid-market to large enterprises that require bespoke intelligence rather than off-the-shelf reports, and craft repeatable engagement models to shorten sales cycles.

Marketing Modernization Subrosa maintains a technology stack featuring HubSpot for CRM and marketing, analytics tools, and security services. Leverage this to run targeted outbound campaigns, nurture leads, and measure ROI. Propose dedicated content for insurers and asset managers, and use client success stories to accelerate conversions.

Boutique Competitive Advantage In a competitive landscape with larger firms, Subrosa’s boutique scale and discretionary, customized services can win contracts where a personal investigative approach matters. Highlight discreet, responsive service and tailored reports as key differentiators when approaching mid-market companies.

M&A Due Diligence Growing demand for due diligence and risk management in areas like M&A and third-party risk creates an upsell path. Proactively engage existing clients to expand into vendor due diligence, supply-chain risk assessments, and ongoing monitoring, supported by case studies and referrals to drive new business.