Markets We Serve

Nine metros. One Chicago-based team.

We deliver remotely, with scheduled on-site working sessions, from our Chicago headquarters. Chicago is our only physical location — every other market below describes how we work with firms there, not a local office.

Chicago, IL →

Home base, and the only market where engineering, M&A advisory, and commercial insurance all run at full depth. Aon, Ryan Specialty, MBBI, and ACG Global are all headquartered here.

Detroit, MI →

The #2 U.S. metro for concentration of engineering talent, with more than 99,000 engineers and the nation's top ranking for mechanical and industrial engineering employment. We work with the project shops serving that base.

Columbus, OH →

Home to Nationwide, Grange, and Encova — a market where independent agencies compete a few miles from the carriers they place business with. We help close the gap on carrier-portal drudgery.

Nashville, TN →

Nearly 400 professional-service firms specialize in healthcare here, serving an ecosystem of roughly 900 healthcare companies. We work with the boutique M&A advisors inside that specialization.

Minneapolis–St. Paul, MN →

More Fortune 500 headquarters per capita than any other large U.S. metro, and a global center for medical-technology engineering. Twin Cities firms get held to Fortune 500 expectations on far smaller teams.

Milwaukee, WI →

Home to Rockwell Automation, Northwestern Mutual, and Wisconsin's largest concentration of manufacturing jobs — and just 90 minutes from Chicago, close enough for a same-day working session.

Cleveland, OH →

Progressive and Medical Mutual anchor the region's insurance sector, while Parker Hannifin, Sherwin-Williams, and Lincoln Electric anchor its industrial base. We work across both.

Indianapolis, IN →

ACEC Indiana represents 140+ member engineering firms here, alongside a genuine insurance and financial-services core built around Elevance Health and OneAmerica. The most balanced three-vertical market outside Chicago.

St. Louis, MO →

Edward Jones, Stifel, and RGA give this market unusual financial-services depth for its size. We work with the advisory boutiques competing against that scale.