What We Do

STRATEGIC PLANNING   |   BUY AND SELL SIDE ADVISORY

MERGERS & ACQUISITIONS   |   MANAGEMENT CONSULTING

CAPITAL FORMATION   |   BOARD INVOLVEMENT  |  ANGEL INVESTING

We provide a wide variety of consulting services for companies looking to grow and become more profitable. We also assist private equity, venture capital, and angel investors looking to improve returns.

We help companies grow and become more profitable through:

• Creating or improving strategic plans
• Developing or honing business cases for raising capital
• Coaching the owner through a business sale process
• Creating sales growth and “go-to-market” planning and strategies
• Developing and implementing an acquisition program
• Analyzing, planning, and implementing services for new cost reduction and operations efficiency initiatives
• Prioritizing and improving existing projects and initiatives
• Introducing metrics and measurements into the organization
• Bringing discipline and accountability to financial functions
• Mentoring the management team
• Becoming trusted advisors

We assist private equity, venture capital, and angel investors increase returns by:

• Creating and improving investment strategies in industries for which we have extensive management experience: transportation, environmental, and professional services.
• Offering complete investment and acquisition services including:
  • Finding investment and acquisition candidates
  • Nurturing relationships with potential investment and acquisition candidates
  • Performing initial investigation and due diligence services
  • Developing and implementing transition and integration plans
• Providing management consulting services to improve existing investments and portfolio companies
• Managing portfolio companies on a short-term basis
• Becoming trusted advisors