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