A. Company Overview

Founded in 2012, Occams is a multi-entity portfolio and platform company at the intersection of advisory, applied AI, investment banking, and digital capital. Across four operating businesses - Business Advisory (strategic advisory, fractional resources, specialty tax, government incentives), Occams.ai (an applied AI platform with several middle - market centric products including CFOInsights.ai, TaxVantage.ai, and Incubation.ai), Occams Capital Partners (debt advisory, mid-market sell-side M&A and investment banking), and Occams 21M (a Bitcoin-native capital allocation platform) - Occams serves founders, C Suite, and leadership teams through every stage of the business lifecycle.

Occams has earned 9 rankings on the Inc. 5000, 6 Financial Times Americas Fastest-Growing recognitions, 2 Fortune Most Innovative Companies designations, and Inc.’s Best Workplaces — a track record few professional services firms can match...