MSOs list: management services organizations & PE platforms.
Understand the platform behind the portfolio.

Research management services organizations and private equity platforms through structured organization profiles.

• Organization name and record ID, industry classification and MSO type.
• Street address, city, state, postal code, country and primary location.
• Phone, website and available social links, including LinkedIn and Facebook.

Review organizational size and financial context alongside the profile.

• Group employee count and group revenue.
• Total funding presented in the financial overview where available.
• Keep group-level figures distinct from executive contact coverage when evaluating an account.

Explore active keywords associated with organizational priorities and buying signals.

• Keyword coverage can include staffing and recruiting, affiliation, practice support and management themes.
• Review the signals alongside the organization’s MSO type and profile.
• Look-alike exploration from the intent signals section.

Understand the technologies detected for an organization.

• Detected technology names and a technology count.
• The illustrated stack includes tools associated with cloud hosting, productivity, security, web management and application monitoring.
• Look-alike exploration from the technology stack section.

Explore executive contact coverage by organizational function.

• Department categories, per-department executive counts and overall executive contact totals.
• Search departments to locate the relevant business function.
• Department coverage varies across organizations and should be reviewed separately from group employee counts.

Use the profile and its supporting data to organize account research.

• Organization-profile look-alike exploration.
• A Push to HubSpot action is shown in the organization view.
• Combine profile, intent, technology, department and financial context when planning outreach.