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The Pipeline Group is a prominent provider of outsourced sales development solutions tailored for B2B technology companies. Founded in 2017 by Ken Jisser, the company is headquartered in San Jose, California, and has grown to employ between 300 and 410 people. It has been recognized as one of Americas fastest-growing private companies, ranking #415 by Inc. Magazine in 2020. The company operates on a bootstrapped model, generating revenue through private equity partnerships and customer referrals, with reported revenue of $63 million. The Pipeline Group offers an SDR-as-a-Service model, which includes dedicated remote sales teams for lead generation and pipeline acceleration. Their services are supported by proprietary technology that integrates data services and CRM tools, enhancing outreach efforts. They also provide temp-to-perm solutions to help clients manage SDR attrition and offer managed services such as content creation and campaign execution. The company emphasizes high-quality talent and guarantees outcomes based on activity volume and pipeline quality, supporting over 100 active partnerships with private equity firms and technology innovators.
Turner Surety and Insurance Brokerage, Inc. (TSIB) is a full-service brokerage that specializes in controlled insurance programs and traditional property and casualty placements. The company focuses on construction risk management, serving owners, developers, and contractors. TSIB has extensive experience in managing construction risks, particularly through Controlled Insurance Programs (CIPs) and Owner-Controlled Insurance Programs (OCIPs), ensuring effective risk management and safety controls. TSIB has worked on over 450 healthcare projects, totaling more than $20 billion in construction volume. They offer customized insurance programs and reinsurance solutions, supporting the Managing General Agent (MGA) community. Their services also include consulting for professional services, surety programs, and various health-related benefits. TSIBs expertise in Wrap-Up programs helps manage construction projects comprehensively, from orientation to financial auditing.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.