services
ADVISORY
Our advisory services help businesses grow and overcome challenges through expert guidance and strategic insights. We work with start-up, small and middle-market businesses to align products, projects and people with a developed or updated strategy to meet objectives and reach successful outcomes.
General | Financial | Mergers & Acquisition | Operations | Risk
CONSULTANCY
Our consultancy work is typically a little more hands-on. We draw from our direct experience in management and operations to support the needs of the business AND the owner/management. And we typically take a 'project' approach; that is, a relatively short, defined timeline with mutually agreeable deliverables and metrics.
Strategy | Management | Marketing | Agility | Business Plans
MANAGEMENT
While not often, we have taken on fractional or short-term management assignments.
MERGERS & ACQUISITIONS
We can also lead M&A activities: Deal Packaging to Deal 'Shopping' to Deal Management. We (strongly) favor STRATEGIC M&A. We believe that in most cases the best deal is the one based upon broad, long-term business outcomes, not (just) near-term investor returns.
CAPITAL ACQUISITION
We have raised capital for many projects, clients and deals. While we'll always spend the time needed to do a market 'deep dive,' competitive research, and lead a 'data dump' review. We do not drag this out. We want to quickly discuss with our clients our recommendations based upon current market conditions, as well as predicted outcomes, and how all of that aligns with business & ownership objectives and desired results. As with our M&A work, we very much favor STRATEGIC Capital.
Always be careful about where your money comes from...