M&A Expertise Independent financial due diligence, valuation, and sell-side support with a track record across more than 400 transactions and experience at Big Four firms, signaling strong capabilities for lenders, PE firms, and banks pursuing M&A and recapitalization opportunities.

Mid-market Focus Size and positioning indicate CTS targets mid-sized to upper-mid market transactions (revenue-facing range and employee count), presenting opportunities to engage PE-backed portfolios and growth-stage companies seeking due diligence, monitoring, and advisory services.

Strategic Advisory Offer expands beyond diligence to portfolio monitoring and business advisory, enabling cross-sell of ongoing governance, value realization, and monitoring services to existing clients and lenders in ongoing financing and optimization cycles.

Tech & Analytics Technology stack includes common web and analytics tools; potential to leverage data capabilities for enhanced due diligence workflows, KPI dashboards, and reporting that could be packaged as scalable services for clients.

Growth Signals Revenue in the 10–25 million range and prior acquisition activity by Cherry Bekaert suggest stability and acquisition interest; potential to position CTS as a consolidator or partner for smaller firms seeking expansion, cross-sell with larger networks, or integration opportunities.