Active board support The Palomar Group positions itself as an active, hands-on board member with a track record of driving value through strategic growth initiatives and operational improvements. This presents a sales opportunity to offer targeted governance, interim leadership, and advisory services to portfolio companies or potential deal targets seeking hands-on guidance.

Lower middle market focus Target opportunities in the lower middle market with revenue between $10M and $100M and EBITDA between $3M and $30M, especially in complex or distressed situations. This aligns with Palomar’s investment criteria and can guide sourcing of viable turnarounds, growth financings, and strategic buyouts.

Operational value play Palomar emphasizes operationally-driven value creation and identification of strategic initiatives. This implies upsell opportunities for consulting services, process optimization, and performance improvement programs to portfolio companies or business owners seeking faster value realization.

Capital markets readiness With a focus on leveraged and management buyouts, minority recapitalizations, and growth financings, there is opportunity to engage founders and CFOs on capital-raising strategies, structuring, and readiness assessments to accelerate deal flows.

Industry and tech footprint Palomar’s use of a lean technology stack and experience across private equity/venture capital suggests potential alignment with fintech, data-driven diligence, and scalable transaction platforms. Propose solutions that streamline due diligence, portfolio monitoring, and post-investment analytics.