OUR SERVICES
Corporate & Business Strategy
We assist companies in clearly defining their corporate strategy so as to be able to convey to internal and external stakeholders important considerations such as what their target market or customer is, goals, go to market strategies, organizational design, allocation and management of human capital and financial resources and various other key elements.
Business strategies are developed collaboratively to identify and achieve specific business level goals established through the identification of targets and the KPI's, processes, policies and other means used to implement, monitor and optimize unit(s) performance.
Investor Relations and Presentations
Being able to clearly define the company's key competitive advantages, value proposition and forward looking pathways are all vital in ensuring market visibility and receptivity in order to stand out amongst peers in an often crowded and noisy landscape, but that's not enough. Understanding who your target audience is, which sell side analysts hold the most influence within your sector, what conferences will afford you the best visibility and access, and which buy side groups are most likely to focus on and care about your story are often overlooked and underappreciated aspects of an optimized process. We help to bring together both parts of the process which is vital and what ultimately helps to achieve maximum results.
Financial Analysis and Preparation
Well thought out and highly scrutinized financial projections are a foundational part of an organization, its understanding of its business metrics and drivers, and the basis for ongoing monitoring, tracking and adjusting operations to achieve or surpass its stated objectives. Additionally, it allows the company to present and convey to external parties historical and future expectations for performance in order for analysts, buy side, debt providers, or anyone interested in knowing more to be fully informed in their analysis and consideration. We have spent dozens of years working collaboratively with hundreds of companies ensuring that the financials put forth are reasonable, supportable, achievable and are representative of what should be expected, all while coaching management as to how best to present and convey them in a form and fashion that counterparties can rely on and expect to see.
On Call Management & Board Advisory Interactions
Brainstorming, problem solving and trouble shooting know no limits or boundaries, as questions or issues arise regularly and need to be addressed quickly. We pride ourselves on being available and responsive to the needs of our clients without consideration or concern as to time spent, distance travelled or subject addressed, to ensure that we are always there to be an objective, insightful sounding board and resource to stakeholders in their consideration of any operational or financial inquiry . Our customized solutions and thoughtful approach guarantee our clients receive the highly attentive and personalized access they expect.
Market Positioning, Product, and Corporate Branding
We find that many companies often forget about the importance of a company to identify its market, competitive landscape, how their product or service offering clearly differentiates them within that construct and how they want their company brand to be perceived and resonate with customers and the general public. A clear and unified identity and strategy approach helps reinforce the company's mission, values and equally as important its market approach to its specific product or service offerings.
Professional Team Build Outs and Business Development
Success is often reliant to a large degree upon human capital and who you align with, both internally in regards to personnel and externally with professional service providers, directors and strategic partners. We leverage our deep and extensive networks to assist in identifying skill, industry and function specific assets to drive robust searches, so whether you are looking for new counsel, a new CFO, a new audit chair or JV partner, we can assist in the candidate or partner identification, introduction and process establishment to achieve best outcomes.