Strategy Consulting

  • Strategy: Developing a sustainable strategy process that moves beyond a plan and becomes a malleable vision woven throughout the core of the organization.

  • Operations: Diagnose and redesign the back office operating environment to become leaner and smarter. Accelerate the front end customer experience through timing, quality and technology.

  • Customer Strategy: Identify areas to improve organic growth by underlining the importance of the current customer base. Design services that not only exceed competitor capabilities, but also directly improve client operating efficiencies.

Mergers & Acquisition

  • Provide valuation, financial modeling, and synergy analysis
  • Document and track due diligence throughout the transaction

  • Develop an implementation and tracking plan for identified synergies for post close phase

  • Work with legal and accounting to guide client on transaction structure

Sample Engagements

The principals use their previous experiences in investment banking and management consulting to offer professional services to small and mid market companies that would not be able to afford these services from larger firms. Our consulting services focus on our clients’ opportunities and most demanding issues: strategy, operations, technology and mergers & acquisitions, across a broad range of industries.

Mobius Partners

ReNue Rx

Dental Depot

Square Button

Deuce’s Bar