Mid-market focus Target middle-market clients seeking advisory on M&A and corporate finance, leveraging Triangle Capital’s deep sector experience in Consumer, Retail, Industrial, Business Services and Technology to position as a value-add partner for growth-minded firms.

Boutique scale Leverage their small team (2-10 employees) and dual-office footprint (New York and Chicago) to offer personalized, nimble deal execution, appealing to firms seeking high-touch advisory without the scale of mega-banks.

Sector expertise Emphasize standout experience across consumer-driven industries and tech-enabled services to win mandates from mid-market players undergoing strategic reviews, divestitures, or capital structure optimization.

Revenue signals Position Triangular Capital as a cost-efficient advisory option with a revenue range of 10M–25M, suggesting attractive fee structures for mid-market transactions and potential upsell into higher-value services as deals scale.

Strategic partnerships Explore opportunities to co-invest or collaborate with larger private equity firms or well-funded consolidators (as seen among similar players) to access bigger deal funnels while providing specialized mid-market execution via Triangle Capital.