Please contact us to get more details about all the ways we can help elevate your business. Representative past engagement work products include:

  • Assessed company operations, personnel, key policies and processes and delivered action plan for improvement/change

  • Developed 5-year financial and operating plan and13-week cash forecast

  • Equity raise documents and PPM formulation

  • Global expansion through acquisition – strategic and operating plan for managing assets abroad (local v global roles and responsibilities, etc)

  • Management of integration in NA and EMEA

  • Management of integration of a carveout (TSA, special circumstances for separating a business and establishing new shared services, etc)

  • Development of process, playbook, and integration team for a global company

Representative Clients