09/29/2026
A Chicago-based private equity firm had 13 portfolio companies. That meant 13 brokers, 13 renewal dates and 13 separate conversations every year.
The firm's leader had one question: could it all come together under one strategy?
Every advisor she asked either said no or quoted $40,000 just to find out if it was possible.
Our own Melissa Ford took a different approach.
Watch how she turned "no" into a springboard that changed the outcome entirely.