We are strategic consultants to private companies and investors.

Our clients are operators of and investors in privately-held and private equity-backed companies who are either approaching or emerging from a transformational event in the form of a financial transaction. We provide financial, strategic, and operational advisory services in connection with pre-transaction M&A planning, due diligence, M&A process advisory and support, and post-deal integration and business planning.

Our Services

  • Our team can assess, analyze, help improve, and position clients’ financial condition. We work with and can help select accountants, investment bankers, and internal financial professionals.

  • We advise on all matters of corporate strategy, and we draw upon years of experience mapping industries to identify proprietary growth opportunities for companies and investors

  • We believe that sophisticated operating systems are under-deployed in private middle-market companies. We work with clients to install operating plans to drive improved results for key indicators and enhance management’s impact.

  • We identify, assess, and diligence investment opportunities alongside our clients who are investors in private companies.

Industries Served

Healthcare Services

Physician practices, allied healthcare providers, and business services companies serving the healthcare environment.

Professional Services

Investment banks, private equity groups, consultancies, law firms, and other professional services companies.

Social Impact

Private companies that aspire to elevate and preserve the positive social or environmental impact of their business while at the same time maximizing financial results.

Active, Outdoor, and Healthy Living

Active apparel, hard goods, fitness providers, diet, nutrition and healthy living companies.

Our Organization

Our team, experience, and approach generate value for clients.