Niche treasury consulting Target mid-market corporations needing specialized treasury management, hedging strategy evaluation, FAS 133 compliance, and customized interim support. Emphasize TDi’s ability to backfill and integrate bespoke solutions with minimal disruption.

West Coast pedigree Leverage a track record dating back to 1999 with West Coast clients across technology, real estate, finance, biotech, and retail. Use this regional and industry experience to approach similar companies seeking trusted treasury partners.

Boutique scale, deep expertise Position as a high-touch, highly customized treasury advisory and outsourced solution provider despite a small team. Highlight the benefit of rapid responsiveness, tailored controls, and practical expertise for lean treasury teams.

Tech-enabled treasury Promote capabilities in treasury technology implementations, complex modeling, and reporting enhancements. Align offerings with firms seeking modernization, automation, and enhanced governance without large vendor deployments.

Financials and growth cue With revenue in the one to ten million range and a growing need for interim operations and backfill support, target CFOs and Treasury Heads at growing companies preparing for scale, M&A activity, or FAS 133 compliance upgrades.