We create value for B2B Portfolio Companies
We deliver transformative growth to private equity-owned B2B portfolio companies by supporting their executive teams in strategic decision making throughout the investment lifecycle.
Solving problems that matter…
We work with mid-market businesses because they are the innovation engine for our economy. Our clients rely on us to help them amplify their good ideas, extend their reach, identify new market opportunities, and ultimately create greater impact.
…For Clients who care
We work with clients who care deeply about their businesses and are looking for strategic support. Our highly collaborative approach builds trust and encourages understanding. Many of our clients consider us to be an extension of their executive management teams.
End-to-end Value Creation Across
the Investment Lifecycle
Commercial Due Diligence
Combining detailed analysis of market data with extensive field research to deliver insights into where the company makes money, why its customers make purchase decisions, and how value is migrating within and across core and adjacent markets.
Rigorous analysis of transaction-level customer and product sales data—what we call “de-averaged profitability” analysis—to quantify the attractiveness of various customer segments and focus the business on the highest value customers and markets.
Products & Services Portfolio Optimization
A comprehensive assessment of how well the product and service portfolio delivers against identified customer needs to identify “white space” in the portfolio and inform new product development activities and investments.
Sales & Marketing Effectiveness
Quantifying the performance of key sales and marketing initiatives through rigorous ROI (return-on-investment) analysis to inform future allocation of scarce financial and human resources.
Strategic Exit Planning
Identifying and evaluating the broad range of exit strategies available to the company, well before an actual opportunity to divest is identified, to inform management team decisions and ensure that the company is positioned for maximum value capture.
OUR CLIENTS & SECTORS
By focusing strategy work on B2B portfolio companies across different industry verticals, we are capable of imagining and creating out-of-the-box strategies that are applicable across markets. We become experts in the industries that we operate in, and our clients trust that we bring unique expertise and insights to their projects.