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Case Studies

Practical examples of how Occams works with founders, boards, and operators.

High-Risk Payments Enablement

High-Risk Payments Enablement

Payment Processing

Challenge : A leading employee benefits firm had been classified as high-risk by card networks. Every application for credit card merchant processing had been declined. Without the...

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Behavioral Health Platform Growth Investment

Behavioral Health Platform Growth Investment

Growth Investment in a Behavioral Health Platform

Opportunity:  An integrated behavioral health and urgent care platform sought capital and operational expertise to scale during a key transition period and prepare for long-term gr...

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Principal Investing

Principal Investing

Consumer Goods Brand Turnaround

Opportunity:  An established consumer goods brand with strong market recognition had experienced years of underperformance and was ready for ownership transition.

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Malone Specialty Contractor – Missing Return Restoration

Malone Specialty Contractor – Missing Return Restoration

Tax Strategy and Specialty Credits

Challenge:  Client received ERC checks for all but one quarter due to a missing original Form 941, blocking the IRS from processing 941-X corrections across three entities.

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Global Expansion Solutions

Global Expansion Solutions

Business Solutions

Challenge:  A leading U.S. private credit firm had just closed its second fund and needed to quickly scale research, client data management, and finance teams in India. Direct in...

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Women’s Recovery ERC Funding

Women’s Recovery ERC Funding

Tax Strategy and Specialty Credits / Employee Retention Credit

Challenge:  Women’s Recovery, a Denver-based rehabilitation clinic exclusively serving women, faced pandemic-era staffing shortages and restricted in-person services. Expansion pla...

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