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The Pipeline Group is a prominent provider of outsourced sales development solutions tailored for B2B technology companies. Founded in 2017 by Ken Jisser, the company is headquartered in San Jose, California, and has grown to employ between 300 and 410 people. It has been recognized as one of Americas fastest-growing private companies, ranking #415 by Inc. Magazine in 2020. The company operates on a bootstrapped model, generating revenue through private equity partnerships and customer referrals, with reported revenue of $63 million. The Pipeline Group offers an SDR-as-a-Service model, which includes dedicated remote sales teams for lead generation and pipeline acceleration. Their services are supported by proprietary technology that integrates data services and CRM tools, enhancing outreach efforts. They also provide temp-to-perm solutions to help clients manage SDR attrition and offer managed services such as content creation and campaign execution. The company emphasizes high-quality talent and guarantees outcomes based on activity volume and pipeline quality, supporting over 100 active partnerships with private equity firms and technology innovators.
K2 Integrity is the preeminent risk, compliance, investigations, and monitoring firm—built by industry leaders, driven by interdisciplinary teams, and supported by cutting-edge technology to safeguard our clients operations, reputations, and economic security. K2 Integrity represents the merger of K2 Intelligence, an industry-leading investigative, compliance, and cyber defense services firm founded in 2009 by Jeremy M. Kroll and Jules B. Kroll, the originator of the modern corporate investigations industry, and Financial Integrity Network (FIN), a premier strategic advisory firm founded by Juan Zarate and Chip Poncy dedicated to helping clients achieve their financial integrity goals. K2 Integrity leverages unmatched multidisciplinary experience to develop cutting-edge solutions, stimulate business opportunities, and shape global economic security in a complex world. Whether its protecting clients assets or navigating the complex financial regulatory landscape to help clients identify, manage, and mitigate risk, K2 Integrity is an advisor trusted to meet and exceed clients goals in a rapidly changing world. To learn more about how K2 Integrity is revolutionizing the management of risk, visit our website, www.k2integrity.com.
Automation AMA offers advisory and consulting services to manufacturers, capital equipment OEMs, and investment firms seeking industrial holding targets. For manufacturers, Automation AMA assists in determining optimal processes for automation, facilitates the creation of RFQs (requests for quotes), manages relationships with automation providers, evaluates proposals, and oversees the automation build process. Clients benefit from the expertise of a seasoned automation veteran with almost 3 decades of experience, ensuring a smooth and successful automation project. Automation OEMs and machine builders can access advisory services, board of director roles, fractional CEO, CTO, COO, and CRO services, business development assistance, strategy planning, standardization of manufacturing and engineering processes, and sales leadership and training. Investment firms receive support with target identification, ownership introductions, due diligence, and business process analysis. Automation AMA also provides temporary or full-time CxO leadership or board of director advisory services to complement existing leadership teams. With over 28 years of experience in founding and growing an automation business, Automation AMA is uniquely positioned to understand the challenges faced by business leaders and entrepreneurs on a daily basis. Founded and led by an industry leader in assembly, robotics, and packaging, Automation AMA offers a comprehensive range of services to support clients throughout their automation journey, as well as to refine engineering, sales, operations, and business development functions.
Berkley Program Specialists is a leading insurance operation dedicated exclusively to program business. We provide access to national admitted and non-admitted A+ XV insurance carriers, program management expertise, and reinsurance support when required to program administrators in the U.S. We are a casualty driven company, although we have the ability to offer ancillary property and automobile products as well. Our Mission Berkley Program Specialists goal is to be the preferred insurance operation for program administrators who are experts in the industries they serve and are looking for a stable, secure, and proven company to support and help grow their casualty-driven homogeneous niche program with annual GWP of at least $5 million. Business We Seek Our preferred client is a highly respected program administrator or insurance specialist who possesses the ability to quote, underwrite, rate, bind and issue policies within a homogeneous industry field. They should have a strong sense of integrity, significant expertise in their chosen industries, a differentiated value proposition, and a solid distribution system. Our preferred program opportunities consist of annual premiums in excess of $5 million, complete with strong, documented premium and loss histories.