Consulting Services

Throughout the journey of running, growing, and eventually selling your company, the way forward is rarely crystal-clear, and often not the perfectly smooth growth path we would all like to imagine. Our principals work with middle-market, founder-owned enterprises; select, early-stage ventures; and multi-national, public companies to support the most important elements of the CEO agenda: driving to long-term, sustainable value creation. Our hallmark is providing pragmatic, fact-based advice that drives tangible results for our clients.

 

Strategy
Development

Real strategy, aligned with the company’s vision and mission, helps drive real results. We work closely with the specific circumstances our clients face and provide robust, practical insights and actionable advice that separates our clients from their competition.

Services Include:

  • Corporate Strategy Development

  • Strategic business unit strategy and portfolio optimization

  • Corporate Transition/Exit Strategy

Strategy Execution &
Operational Effectiveness

Our clients understand that strategy alone does not drive superior results and economic returns, but also requires outstanding execution of those plans. We help bridge the gap from strategy to operations to help our clients achieve their bold visions.

Services Include:

  • Performance Improvement

  • Organizational Decision Making

  • Implementation Guidance and Structure (including post-merger integration)

Strategic
Finance

In top-performing companies, the Finance function is a true strategic partner, integral in driving value creation. We support companies in helping the finance evolve to meet the needs of an increasingly complex organization.

Services Include:

  • Modeling and budgeting and data analytics

  • Financial Planning & Analysis

  • Capital Allocation Approach

  • CFO/Strategic Finance Function

 

Restructuring &
Profit Improvement

Tough things can happen to the best of companies. Addressed reasonably and timely, these performance challenges can be ‘speed bumps’ rather than a permanent shift in the company’s trajectory. We engage in select cases to return challenged organizations back to stability and a growth agenda.

Services Include:

  • Company stabilization; Negotiation with Creditors

  • External Capital / Refinance Sourcing

  • Modeling & Forecasting

  • Scenario Development & Evaluation

Corporate
Development

Making the best decisions in evaluation of ‘buy versus build’ is critical to achieving overall growth objectives. We work closely with our clients to provide pragmatic, strategy-linked support across the corporate development spectrum to solve critical portfolio decisions.

Services Include:

  • Acquisition Strategy and Execution

  • Target Screening and Evaluation

  • Strategic Due Diligence

  • Deal Structuring and Negotiation

  • Post-Merger Integration

Strategic Facilitation &
Executive Retreats

Companies have a love / hate relationship with retreats: the pull to have everyone on the same page vs. the frustration of these events too often failing to achieve the desired results. We offer expert guidance from agenda through follow up to drive to alignment - and action.

Services Include

  • Retreat Planning

  • On-site and Virtual Facilitation

  • Action Planning

“You cannot swim for new horizons until you have courage to lose sight of the shore.”

— William Faulkner