◧ Concept Preview — Independent demonstration built by The Logic Forge · Not affiliated with, commissioned, or endorsed by Green Horizon Partners LLC · All content synthetic & marked as concept · Not legal or investment advice
Deal Tape
CastleHill → Concentrix · Sep ’26 Paragon Intel ⋈ Heron Intelligence · Aug ’26 Grath → AutoRek (SEP) · Jul ’26 4CRisk.ai → CUBE (Hg) · Feb ’26 Moody’s RR&ALM → Regnology (Nordic Capital) · Dec ’25 KOR × Macquarie VC — Series B · 2025 Matterhorn → FE fundinfo · 2025 SocialLinks — advised · Oct ’25 Vectice — advised · Feb ’26 SLC Digital — advised · Jul ’26 With Intelligence → Motive Partners EPFR → Montagu REDD → ISI Emerging Markets
450 Lexington Ave · New York · London · Madrid · GRC & Security · FinTech · Vertical Data

Independent M&A Boutique · Manhattan · GRC & Security FinTech Vertical Data

Empowering Growth. Driving Strategic Success.

Green Horizon Partners is a dedicated advisory firm serving the fast-growing mid-market — guiding founders, management teams and investors through capital raises, strategic investments and M&A with deep domain expertise in GRC & Security, FinTech, Vertical Data & Software, Payments, Energy & Commodities and B2B Media. Bespoke advice. High-conviction execution. Outlier outcomes.

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Years combined experience

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Transactions completed

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First-class bankers

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Offices · NY · LDN · MAD

450 Lexington Avenue, New York, NY 10017 | +1 (800) 962-0418 | SIC 6722 / 6211 · NAICS 523150

Selected Tombstone · 07 of 07 YTD

Green Horizon Partners LLC

CastleHill
Managed Risk Solutions

in its sale to

Concentrix Corporation

Exclusive Financial AdvisorSep 2026

Green Horizon Partners LLC

Paragon Intel

in its merger with

Heron Intelligence

Exclusive AdvisorAug 2026
INSTRUMENT 01 / 10 — THE INSTRUMENTS

Board Instrument · Synthetic Model

The GRC Value Realizer —
what would your business clear in a Green Horizon process?

Our approach blends deep domain expertise in GRC & Security, FinTech and Vertical Data & Analytics with disciplined execution — optimising structure, timeline and outcome at every stage. Move the inputs; the desk model renders a current-market indication against a Green Horizon outlier outcome.

$20.0M
25%
92%
7

Model note: synthetic, illustrative multiples — not a valuation opinion. Base multiples vary by sector; premia reflect growth, retention and compliance moat. The outlier delta encodes limited-auction orchestration and sector-buyer intimacy drawn from 150+ transactions and 50+ years of combined team experience. Nothing herein constitutes investment advice.

Current market value$112M
Green Horizon outlier outcome$141M
▲ +$29M · +26% over market

Implied multiple

5.6× → 7.1×

Buyer universe fit

28 strategics · 14 sponsors

Compliance moat premium

+0.56×

Proof base: CastleHill → Concentrix (Sep ’26) · Paragon Intel ⋈ Heron (Aug ’26) · Grath → AutoRek (Jul ’26) · 4CRisk.ai → CUBE/Hg (Feb ’26) · Moody’s RR&ALM → Regnology (Dec ’25) — seven deals closed YTD, accelerating momentum across GRC, IT and tech-enabled services.

02 — WHAT WE DO

Tailored · Bespoke · Senior-Led

Three mandates. One standard: the outlier outcome.

Ours is not a one-size-fits-all, commoditised process. The entire team takes a personalised, hands-on approach with every client — because as independent advisors with no balance sheet, we are only as good as our last transaction.

◆ Independent

No balance sheet, no conflicts. A long-term perspective and bespoke advice on every engagement.

◆ Strategically located

Presence across the US, UK and Europe — New York, London and Madrid — with close ties to the strategic and financial investor universe.

◆ Deep expertise

50+ years of combined industry experience and more than 150 transactions completed within GRC & Security, FinTech and Vertical Data Software.

◆ Senior-led execution

A senior team plus a growing first-class execution team of over 10 bankers, operating seamlessly across the globe.

INSTRUMENT 02 / 10

Tombstone Vault · 2022 – 2026

The record, engraved. Filter the vault.

Selected transactions completed by the Green Horizon team — and by our senior partners prior to GHP — across GRC & Security, FinTech, Vertical Data, Energy & Commodities and B2B Media. Select any tombstone to read the deal story. Prior-GHP deals shaded light

26 tombstones

No tombstones match that screen.

Try a broader sector or clear the search — the vault holds 26 engravings from 2022 to 2026.

INSTRUMENT 03 / 10

Buyer Strategy Architect · Six Phases

From buyer strategy to closing — a high-conviction execution map.

We partner with businesses as a long-term, growth-oriented advisor — not just a transaction facilitator. Select a phase to see the workstream, the typical duration, and the Green Horizon edge that compresses timelines and lifts outcomes.

INSTRUMENT 04 / 10

GRC & Security Sector Deep Dive

An independent boutique, focussed where it counts.

A strong track record of outstanding outcomes in the sectors we know intimately — governance, risk and compliance software, security technology, FinTech and payments, vertical data and analytics, energy and commodities, and B2B media. Choose a vertical to explore its deal shelf.

INSTRUMENTS 05–06 / 10

Global Investor Universe · Cross-Border Execution

New York · London · Madrid — one seamless desk, worldwide reach.

A presence across the US, UK and Europe with close ties and intimate knowledge of the strategic and financial investor universe — and extensive cross-border experience across North America, South America, Europe, Asia and Australia. Toggle the layer; select a region to see the deal shelf behind it.

GHP Office Buyer / Investor / Deal Dotted arcs = live process corridors

Region · North America

The home market — HQ at 450 Lexington Avenue

Headquarters of the firm and of Finalis Securities LLC’s Office of Supervisory Jurisdiction. The bulk of the GRC & Security buyer universe — strategics and sponsors alike — is orchestrated from this desk.

Deals & counterparties in this region

INSTRUMENT 07 / 10

Outlier Outcome Simulator

Generic process vs. Green Horizon — run the side-by-side.

As independent advisors we take a long-term perspective and provide bespoke advisory to achieve our clients’ specific objectives — because we know an advisor is only as good as its last transaction. Configure a mandate and compare a commoditised route against the GHP route.

$35.0M
30%

Model note: synthetic scenario builder for demonstration. Close-probability and multiple deltas encode the GHP method: limited auctions, curated buyer lists, senior-led diligence navigation and structure optimisation — evidenced by seven deals closed YTD including marquee carve-outs and cross-border mergers.

Indicated enterprise value

Generic commoditised process $189M · 5.4×
Green Horizon outlier outcome $243M · 6.9×

Close probability

Generic 68%91%

Timeline to close

Generic 11 mo9 mo

Outcome delta

▲ +$54M (+28.6%)

Value created vs. the generic route

Method: define buyer strategy → buyer engagement (evaluate many candidates, proceed with a select few, customise approach to each) → diligence navigation → closing. “We were not just a transaction facilitator — they stayed by our side from strategy to signature.”

INSTRUMENT 08 / 10

Capital Raise Architect

Structure the raise before the market structures it for you.

Guiding founders, management teams and investors through capital raises and strategic investments — optimising structure, timeline and outcome at every stage, the way we did on KOR’s Series B minority round led by Macquarie Capital Venture Capital.

$40M

Model note: synthetic structure heuristic. Investor-mix ratios reflect the GHP relationship map across strategics, sector-focused financial sponsors and venture/growth capital — the same universe that produced KOR × Macquarie, 4CRisk.ai × CUBE/Hg and the Moody’s carve-out to Regnology/Nordic Capital.

Recommended capital structure

Sector growth / VC — 52% Strategic corporates — 30% Financial sponsors — 18%

Recommended vehicle

Minority structured growth round

Indicative timeline

14–18 weeks to close

Precedent

KOR × Macquarie Capital VC — Series B minority

“With proceeds for growth, a KOR-style minority from a sector-literate investor preserves founder optionality while financing international expansion.”

INSTRUMENT 09 / 10

Long-Term Partnership Score

Ten factors. One honest answer: are we the right long-term partner?

We are a trusted long-term partner to entrepreneurs, management teams and shareholders — not just a transaction facilitator. Rate what matters to you; the radar renders your partnership-fit profile and a prioritised action plan.

Scale: 1 = not important · 10 = non-negotiable. The fit score measures how closely the Green Horizon model — independent, senior-led, sector-deep, globally located — maps onto your stated priorities.

Partnership fit

86%

Strong structural alignment

Prioritised action plan

INSTRUMENT 10 / 10

Senior-Led Expertise Timeline · 2009 – 2026

Fifteen years in the making, founded September 2024.

From corporate finance at Deutsche Telekom to Houlihan Lokey, Solomon Partners and the founding of Green Horizon — drag the rail to trace the senior team’s path to the industry’s first independent advisory boutique dedicated to the GRC & Security sector.

The founding thesis

“The industry’s first and only independent advisory boutique dedicated to the GRC & Security sector.”

— CHRIS APPANEAL, ON JOINING FORCES WITH MAX SCHRAMM & JAN-CHRISTOPH RIPKEN · JUL 2025

The client standard

“For years they’ve helped clients navigate regulatory complexity and maximise the value of GRC investments.”

— TIM CARBERY & MICHAEL DUGGAN, CO-FOUNDERS, CASTLEHILL · SEP 2026

The momentum

“A seventh deal closed YTD — strong, accelerating momentum across GRC, IT and tech-enabled services.”

— CHRIS APPANEAL, PARTNER · SEP 2026

03 — THE DESK

Senior-Led · 10+ Bankers · NY / London / Madrid

A small firm, deliberately. ~21 professionals, one standard.

In addition to the senior team, a growing first-class execution team of over 10 bankers operates seamlessly across the globe. Firmographics per Apollo: 21 employees; SIC 6722 / 6211; NAICS 523150. Email pattern first.last@greenhorizoncp.com — verified where sourced, pattern-inferred elsewhere.

Founders-Only Contact Directory

The email ledger — verified & pattern-inferred

CAN-SPAM ready · physical address + opt-out on file

Verification key: Verified = sourced from Apollo primary, LinkedIn or firm materials · Pattern = inferred from the confirmed first.last@greenhorizoncp.com format. Concept preview — verify before outreach. Wray Search / bob.gershberg@wraysearch.com permanently excluded per tracker policy.

04 — NEWS & PRESS

Announcements · 2025 – 2026

Recent headlines from the Green Horizon desk.

Marquee mandates, marquee counterparties — from a global technology services leader to the world’s largest management-insights provider. Every announcement below is sourced from public disclosures and the firm’s newsroom.

September 2026 · Exclusive Financial Advisor

GHP advises CastleHill Managed Risk Solutions on its sale to Concentrix

Concentrix is a global technology services leader; the acquisition deepens its investment in Banking & Financial Services, expanding the ability to help clients manage the intersection of regulation, operational resilience, cybersecurity and AI risk. The seventh deal closed YTD.

“For years we’ve helped clients navigate regulatory complexity, build and operationalise sustainable risk and compliance programs, and maximise the value of GRC investments.”
Tim Carbery & Michael Duggan — Co-Founders, CastleHill

Together, Concentrix and CastleHill help organisations simplify complexity and build more resilient, trusted businesses in the new reality. Financial terms were not disclosed. Deal team: Chris Appaneal, Reed Spencer, Alina Jerjomina, Felipe Machado.

GRC & SecurityManaged RiskBanking & FSCross-border · US

August 2026 · Exclusive Financial Advisor

Paragon Intel merges with Heron Intelligence — creating the world’s largest management-insights provider

The combination pairs Paragon Intel’s ManagementTrack platform with Heron’s two-decade archive of proprietary executive research: 80,000+ proprietary interviews spanning 5,000+ public and private companies, relied upon by 250+ investment firms.

“We believed management should be its own institutional data category.”
Ty Popplewell — Co-Founder, Paragon Intel

December 2025 · Exclusive Financial Advisor

Moody’s Corporation sells its Regulatory Reporting & ALM Solutions business to Regnology (Nordic Capital)

A marquee RegTech / GRC carve-out: “an absolute pleasure to support Moody’s Corporation… a huge thank you to Michael Musillo, Hamza Wasim and the whole Moody’s corporate development team for trusting us with this important transaction.”

Deal team: Max Schramm · Jan Ripken · Chris Appaneal · Reed Spencer

July 2026 · Exclusive Financial Advisor

Grath joins AutoRek (SEP) — governed, audit-ready AI for financial services

The transaction reflects increasing demand for governed, audit-ready AI: AutoRek’s enterprise financial controls and Grath’s AI innovation in a single partner across the full reconciliation, controls, risk and compliance lifecycle. Grath serves banks, payment providers, brokers and fintechs from the UK, UAE and Australia.

February 2026 · Exclusive Financial Advisor

4CRisk.ai acquired by CUBE (Hg) — building the unified AI-driven global RegTech platform

4CRisk.ai enables organisations in highly regulated industries to automate the ingestion, structuring and mapping of internal compliance documents and continuously align them with external regulatory requirements — deepening CUBE’s regulatory-intelligence engine.

Insight · The Desk View

The rise of specialised financial data

Why proprietary, domain-specific data assets — from executive intelligence to regulatory corpora — are commanding structured-data multiples, and what it means for mid-market founders deciding between a sale and a strategic minority partner.

Newsroom · greenhorizoncp.com

05 — ENGAGE THE DESK

450 Lexington Avenue · New York

Start the conversation with the Managing Partner.

For queries, reach out to max.schramm@greenhorizoncp.com — Co-Founder, CEO & Managing Partner, registered representative of Finalis Securities LLC (Member FINRA / SIPC). GHP will be at RSA Conference 2026, San Francisco, March 23–25 — reach out to Max Schramm or Reed Spencer to connect.

Green Horizon Partners LLC

Bespoke advice.
High-conviction execution.

Headquarters450 Lexington Avenue, New York, NY 10017
Primary — verifiedmax.schramm@greenhorizoncp.com
Global officesNew York · London · Madrid — presence across the US, UK & Europe

On the road in 2026

RSA Conference · Moscone Center, San Francisco · March 23–25, 2026 — Cybersecurity, FinTech, GRC & M&A. Coordinate via Max Schramm or Reed Spencer.

Book a Free Consultation

Send us a message

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