Independent advisory · Est. expertise
We help leaders
An independent firm at the intersection of information strategy, M&A, and business transformation — built for the moments that matter most.
Trusted across
Financial · Healthcare · Energy · Tech
Trusted across
What we do
Four practices. One discipline.
Specialized expertise across information, transactions, delivery and risk — woven together so your most consequential initiatives stay coherent from boardroom to back office.
01
Information Strategy & Governance
We help organizations transform data into a strategic asset — building governance frameworks and enterprise-wide strategies that bring structure, clarity and control to complex information environments.
02
M&A Advisory
End-to-end M&A advisory — IT due diligence, integration planning, carve-outs and divestitures — so every transaction is supported by clear strategy and disciplined execution from pre-deal through TSA exit.
03
Project & Program Management
Strategic delivery of complex, cross-functional programs — particularly M&A integration, ERP transformation and enterprise IT modernization — with structure, discipline and transparency at every phase.
04
Risk & Compliance Advisory
Proactively identify, assess and mitigate risk across technology, data and operations — aligned with NIST, ISO 27001 and modern data privacy expectations so growth never outpaces resilience.
Our approach
Five steps. One outcome: value delivered.
01
Step 1
Assess
Understand the business, the risks, and what's truly at stake.
02
Step 2
Design
Build tailored strategies, frameworks, and target operating models.
03
Step 3
Plan
Define priorities, sequencing, resources, and a credible roadmap.
04
Step 4
Execute
Lead delivery — pragmatic, accountable, and outcome-driven.
05
Step 5
Deliver Value
Measure what changed. Lock in benefits. Hand over confidently.
M&A advisory
"Deals are won or lost in the details of information."
From due diligence to integration to divestiture — we bring discipline, independence, and quiet authority to the most consequential moments in a company's life.
Industries
Cross-sector fluency.
Six industries. One operating principle: the firm with the cleanest information makes the better decision.
Sector expertise
Financial Services
Sector expertise
Healthcare
Sector expertise
Energy & Utilities
Sector expertise
Manufacturing
Sector expertise
Technology
Sector expertise
Professional Services
Why True Records
What you get that you don't elsewhere.
01
Independent Advice
Objective and unbiased — never tied to a vendor or platform.
02
Transaction Expertise
Deep, repeatable experience across complex M&A scenarios.
03
Strategic Insight
Decisions grounded in evidence, framed by experience.
04
Compliance Focus
Aligned with regulators, auditors, and your risk appetite.
05
Measurable Results
We commit to outcomes — not just decks and frameworks.
Insights