“Calvert Street has worked with Outliers since 2018 when we formed Terra Nova Solutions, a provider of environmental services. They have subsequently supported six of our portfolio companies across a variety of industries. The Outliers team never hesitate to get into the details and come out with a deep understanding of our company accounting and operational processes from which they make tangible improvements. Their policy of seeking to invest in their client portfolio companies is a welcome dimension to the relationship and truly aligns our goals with theirs.”

– Stephen Randall, Principal, Calvert Street Capital Partners

“We’ve worked with Outliers on several projects at our portfolio companies since 2018, including platform acquisitions, add-ons, and special projects. Outliers has provided experienced, cost effective, and tactful private-equity ready CFO expertise that delivered the desired impact. The Outliers team worked well with our portfolio company personnel to improve their accounting processes. The added-value brought by Outliers extends beyond accounting improvements, though – their decades of experience allows them to make helpful suggestions to improve our companies’ overall operations.”

– Chris Jones, Managing Partner, Align Capital Partners

“Dan and the rest of the Outliers team have impressed us with their ability to help out portfolio companies in a variety of different industries and add value.  The first three months after any acquisition are busy times and we’ve found engaging Outliers to help get the financial house in order within those first three months is an excellent way to get the deal off on the right foot and allow the management team to focus on running the business.”

– Qian Elmore, Managing Partner, ICV Partners

“When I first considered creating a fund to invest in lower middle market companies back in the early 2000’s, I recognized the need for greater financial control, reporting, and efficiency within the typical LMM portfolio company. In addition, I sought ways to free up time for our transaction teams so they could work on doing deals, not following up on financial reports, accounting systems, internal control improvements, audit findings, etc. The processes and financial talent Dan was able to bring to the Micro-Cap Fund achieved both goals decisively and had the side benefit of eliminating accounting and EBITDA “surprises” during buyer due diligence at exit.”

– Loren Schlachet, Managing Partner, The Riverside Company

“Hired in 2005, Dan was the first Group CFO for the Riverside Micro-Cap Fund (RMCF). Dan and his team did a great job in building out and continually improving the financial talent, processes, and controls within our portfolio companies as we grew the portfolio to over 30 companies. RMCF invests in a broad range of lower middle market companies, in a variety of industries, and Dan and his team were able to adjust to and understand different industries and legacy ownership structures (family owned, corporate carve out, sole proprietor, etc.) in order to implement rigorous financial systems and processes. Further, Dan was able to forge solid relationships with portfolio company management teams as well as our Operating Partners to help transition, and grow our portfolio companies.”
– Ron Sansom, Managing Partner, Global Executive Operating Partner, The Riverside Company