Our Operating Partners
Trackline Partners
High-impact financial and accounting support to lower middle market businesses, particularly those backed by private equity. Their services range from foundational support like monthly close processes to strategic performance insights including cash flow management and transaction preparation, keeping portfolio companies investor-ready and positioned for growth.
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Leadership
Zachary Castle (Founder & Managing Partner)
With over nine years of hands-on operating experience in the private equity
space and additional expertise on the investment management side, Zachary
brings a 360-degree perspective to the challenges and opportunities facing
portfolio companies.
Climbline Strategies
Fractional marketing and brand management for lower-middle market portfolio companies, delivering comprehensive marketing solutions without the overhead of a full-time team. Climbline provides social media management, video production, graphic design, and strategic marketing planning tailored to PE-backed businesses. From content creation and digital campaigns to brand positioning and thought leadership, Climbline becomes an extension of your team, driving awareness and growth across specialized verticals where authentic storytelling and technical expertise matter most.
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Leadership
Brett Kenyon (Founder & Managing Partner)
With 17 years of broadcast marketing experience, Brett brings a unique
perspective to content strategy and audience engagement. His work spans
technical B2B content creation, SEO optimization, and comprehensive
marketing campaigns that balance professionalism with authentic
storytelling.