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Specializing in post-acquisition integration and restructuring, achieving operational excellence, supporting buyers like private equity firms with due diligence and deal dynamics, as well as coaching and development.

Flow

At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.

Phoenix Flavors & Fragrances

Phoenix Flavors & Fragrances is a leading developer and manufacturer of customized flavors and fragrances, with over two decades of experience in the industry. The company is dedicated to delivering high-quality, artisanal products that help clients innovate and stay competitive. Phoenix collaborates closely with its customers to create bespoke solutions, ensuring that each product meets the highest standards of quality and performance. Based in New Jersey, Phoenix employs between 501 and 1000 people and has a strong regulatory team and advanced quality assurance laboratories. This enables the company to maintain compliance with industry regulations and adapt to changing consumer preferences. In 2022, Phoenix expanded its capabilities by acquiring Innovative Fragrances, enhancing its offerings in the home fragrance, personal care, candles, and air fresheners markets. The company serves a diverse range of brands across various sectors, including food, beverages, and personal care.