Market leadership Di Costa Partners specializes in proxy advisory and solicitation for registered funds, presenting a focused selling point to asset managers seeking governance and campaign services.

Expansion signals Management hires in sales and leadership roles over recent years suggest an emphasis on growth and client acquisition, indicating readiness for broader marketing and cross-sell opportunities with asset managers.

Technical reach A tech stack including LinkedIn Ads, Microsoft Advertising, Azure and intent tools implies potential for targeted digital campaigns, data-driven outreach, and enhanced prospect scoring.

Financial scope Revenue appears in the low millions with a lean employee base, signaling opportunities to upsell governance, ownership profiling, and solicitation services to mid-market funds or expanding product suites.

Strategic positioning As a subsidiary of Morrow Sodali and focused exclusively on registered funds, there is potential to partner with larger asset managers seeking specialized proxy advisory, governance guidance and campaign execution.