Strategic Advisory & Shoulder-to-Shoulder Implementation

We define and implement value creation initiatives that dramatically improve enterprise value and transfer knowledge to your teams on every engagement.

High Impact, Cash Focused Advisory Services

We partner with private equity firms, institutional LPs, family offices, and activist management teams at publicly traded companies to improve cash flow.

We identify and implement critical path initiatives that move the needle positively on profitability, improve efficiency, and generate higher exit returns for investors and improve enterprise valuations for executives and managers.

Unlike many advisory firms, we implement should-to-shoulder with client teams on cash flow improvement initiatives and to transfer knowledge for sustainable outcomes.

Focused Advisory Practices


  • Sales Operations (Strategy, Org, Tools, Process)
  • Sales Effectiveness (Time, Funnel, Territories, Tools)
  • Pricing (Strategy, Quotes, Loopholes, Tools)
  • Contracts (Terms, Tools)
  • Go-to-Market (Strategy, Value Propositions, Implementation)


  • AI Readiness and Adoption
  • Cloud Strategy and Migration
  • IT Portfolio Planning & Throughput Improvement
  • Marketing and Channel Segmentation
  • Advanced Analytics Implementation / KPIs


  • M&A Planning
  • Due Diligence (industry, customer)
  • Post Merger Integration (plan, execution)
  • M&A Screening
  • Deal Quarterbacking


  • 100-day Cash Improvement Planning
  • Product, Channel, Customer Profitability Assessments
  • Shared Services Implementation
  • Cost Excellence
  • Lean and Process Improvement Initiatives


  • Compute and Hosted Analytics Strategy
  • Analytics Roadmaps
  • Data Architecture Review
  • Managed Services Supplier Selection
  • Managed Analytics Services (GPU) Deployment
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