Strategic treasury focus TDi specializes in strategic and operational treasury consulting, hedging strategy evaluation, FAS 133 compliance, and treasury controls, presenting opportunities to offer enhanced risk management, policy optimization, and control improvements for mid-market to small tech, real estate, finance, biotech, and retail clients.

Interim and outsourcing With experience providing interim operations support and outsourced solutions, there is a sales opportunity to position TDi as a scalable treasury function partner for firms undergoing leadership changes, workload surges, or ERP implementations.

Technology enablement TDi facilitates technology implementations and complex modeling, suggesting a cross-sell path into treasury tech configurations, data analytics, and integration services for clients upgrading or integrating hedge accounting, cash management, and reporting platforms.

West Coast focus Longstanding partnerships on the West Coast since 1999 indicate a proven regional footprint and credibility, with potential to expand services to similar mid-market enterprises in adjacent industries seeking specialized treasury expertise.

Growth-ready profile Revenue in the range of one to ten million and a lean team imply high-margin, advisory-led engagements with upsell opportunities into broader consulting, controls optimization, and ongoing treasury support for growing companies seeking seasoned specialists.