Services

corporate finance

Outsourced corporate finance functions including Financial Modeling and Analysis, KPI Management and Metrics, Financial Planning and Budgeting, Reporting and Presentation Materials

strategy

Management and Growth Strategy advisory services focused on identifying Operating Inefficiencies and unlocking Growth Opportunities. Includes areas like Industry Research, Competitive Positioning, Target Market Segmentation, Pricing Strategy, Tech/Software Stack Review, Sales and Marketing Strategy, Partnerships and Alliances, and more.

M&A and private equity

Deal and Investment advisory including Sourcing, Due Diligence, Valuation Study, M&A Pro Forma Operating Models, Deal and Third-Party Mediation and Negotiation, Integration Strategy and Project Management, and Investor Relations.