Transaction Dynamics

A partnership with management to acquire the Company from its previous private equity owner. Management made a significant investment in the Company as part of the transaction.

Investment Thesis

• Diversified business model across customers and geographies
• Attractive insurance services industry with positive sector tailwinds
• Track record of M&A with significant whitespace
• Strong reputation as a national investigative services provider

Incline Value Enhancement

• Accelerate strategic M&A opportunities
• Invest in a strategic go-to-market function
• Pursue expansion into adjacent markets and services
• Optimize technology and systems to support scalability