- Corrum Capital – national private equity fund (CFO Services)
- Fulcrum Equity Partners – national growth equity fund (Transaction Advisory)
- Sun Capital—multi-regional, large equity fund (Valuation Services)
- Gulfshore Capital—manager of investments across several asset classes including opportunistic real estate situations (Controller Services)
- Blacksburg Partners—SC-based focused investment partnership (Transaction Advisory)
- Hatteras Funds – provider of innovative private investment solutions for financial advisors and their clients (Controller Services)
- Peachtree Equity—Atlanta-based mezzanine debt and equity fund (Valuation Services)
- Morningstar Management, Inc.—specialized investment vehicle for telecom and other industry opportunities (Transaction Advisory Services)
- Accel Partners – top-tier global venture capital firm (Valuation Services)
- Madison River Ventures—North Carolina-based active investor in early stage eCommerce and SaaS companies
- Saffron Hill Ventures—London-based early stage venture capital firm (CFO Services)
- Galen Partners—Northeast based national growth equity fund (Capital Raise Services in portfolio)
- Eno River Capital, LLC—Raleigh/Durham based regional venture capital fund (Controller Services)
- Dogwood Equity—Raleigh based regional private equity fund (CFO and Controller Services)
- Falfurrias Capital Partners—Charlotte based private equity fund (Controller Services)
- Keynote Ventures, LLC—Menlo Park based venture capital firm (CFO Services, Capital Raise Services in portfolio)
- Azure Capital, LLC—San Francisco based private equity fund (CFO Services in portfolio)
- Mangrove Capital Partners—European-based venture capital fund (CFO Services, Capital Raise Services in portfolio)
- CapitalSouth Partners—multi-regional mezzanine debt and equity fund (Controller Services)
- Blackford Capital—San Francisco based private equity fund (CFO Services in portfolio)