INDUSTRIES
Industry experience to fuel your growth
Software & Technology
Regardless of industry, we focus on working with new and innovative companies. Software, technology, and tech-enabled companies are at the center of that. We work with traditional SaaS companies, “Fintechs”, Technology service providers, and more. Our experience working with venture capital-backed technology companies helps us anticipate what you’ll need now and in the future.
Energy
With energy more recently becoming a focus of the innovation economy, we see more opportunities to help support companies in this space. The funding from private equity, investors, and the government is providing many opportunities, and with that comes additional reporting and compliance requirements, of which we can support.
Healthcare & Life sciences
Although the needs of a privately-owned medical practice and a cutting-edge life sciences company may be different, healthcare is still a very compliance-driven industry. We’ve worked with more traditional healthcare providers as well as startup life sciences and medical device companies. We tailor our approach and work with you to meet the needs, regardless of what sector of the healthcare space you’re in.
Professional Services
Being a professional services firm ourselves, we feel as though this puts us in a unique position to service these clients very well. Project-based accounting, contract & revenue management, and understanding the importance of your employees who are delivering services are all things we know well. We’ve worked with IT service providers, consulting firms, professional recruiting firms, amongst others.
Financial Services
Working with the funds and investors that provide the capital necessary for entrepreneurial business to succeed is how Trout Tree was founded. We understand the nuances of a company backed by growth capital and are able to anticipate what's around the next corner. Whether you need our support pre or post-transaction, we have the experience to help.
Wholesale Distribution
From disruption to supply chains, added incentives for companies to “on-shore”, and ESG mandates, there has been no shortage of change for manufacturers and distributors in recent years. This makes the advisors you decide to partner with even more important. We work with operators in this space to help with financial reporting for lenders, cash flow reporting and management, vendor billing and management, amongst others.