Pursued a roll-up of eDiscovery service providers, starting with a high-quality regional provider. Executed a multi-year transformation through investments in people and technology, growing the business into a leading global provider of litigation support services to the attractive small- and medium-sized business customer segment.

Partnered with veteran management team, led by visionary founder, and executed multiple complex transactions while deepening the company’s bench of corporate leadership and broadening the base of employee equity ownership.

Provided ample balance sheet flexibility and scalability to execute rapid expansion, significant M&A activity, and a dividend recapitalization through expansions of the JLL-negotiated credit facility and without the need for additional equity capital.

Implemented a rigorous approach to integrating add-on acquisitions, driving predictable and repeatable acquisition savings – resulting in $10+ million of EBITDA growth from synergy achievement.

Consummated ten add-on acquisitions, including eight proprietary transactions negotiated directly with the sellers (i.e., no intermediary).