Our Services

Strategy Design

You think big. We help you leverage your strengths and make tough choices to help realize your goals. In today’s ever changing landscape, companies must continually evolve their strategies to meet the needs of a globally connected world.

We focus on five critical pieces that
contribute to an overarching strategy:

Ambition: Develop well-defined aspirational and business goals that provide the focus for value creation

Capability Choices: Identify and define the differentiated capabilities that will enable sustainable growth and management of the business

Portfolio Strategy: Clearly articulate the asset, brand, and product portfolio strategy by understanding the potential of the current portfolio and external opportunities

Financial Choices: Define the required financial resources to bring the strategy to life and determine how to effectively allocate resources among capabilities and assets

Flexible Transformation & Game Plan: Create an execution-focused game plan built around growth and value creation levers

Deal Strategy

We transform businesses through deals that create value, add required capabilities, and deliver growth. Opportunities are everywhere, and mergers and acquisitions (M&A) are essential steps along most companies’ growth journeys. We bring experience and insight to all stages of our clients’ M&A agendas while ensuring they remain on pace to achieve their strategic goals.

M&A Due Diligence Develop well-defined aspirational and business goals that provide the focus for value creation
- Seizing the right opportunities requires speed, focus, and agility. We work with clients to:
- Define a focus agenda and plan while identifying, screening, and evaluating potential targets
- Guide the overall deal process in coordination with in-house team members, lawyers, bankers, and other advisers as relevant while providing independent advice on valuation
- Define the future strategy and operating model of the post-merger / post-acquisition company

Integration Management: Creating value out of the deal often boils down to well-executed integrations. We work with clients to:
- Create a master plan for the integration of departments, services and products, and define and address the most critical integration areas
- Manage human capital integration including organizational design, talent transition, compensation, and benefits programs
- Implement change management and communications best practices to facilitate a smooth transition

Exit Preparation & Succession Planning: We combine our experiences in M&A, strategy and corporate finance to lay out a path to maximize the value of the business. We work with clients to:
- Conduct a thorough review of the state of the business and ensure readiness of financial and operational information
- Execute “quick win” initiatives that can increase exit value
- Manage the internal deal process in partnership with CEO, CFO, and other advisors

Performance Acceleration

We uncover opportunities for performance improvement across all aspects of an organization to drive greater value with less cost. Executing well is hard work, and there is always an opportunity to improve. We help clients instill the right performance cadence and focus on the things that matter the most. The results? Improved performance, increased cash flow, optimized costs and a culture of continuous improvement and positive growth.

Performance Management:
Design and implement holistic performance management programs that provide clarity and transparency around business performance and align the team toward the desired outcome

Margin and Cash-Flow Improvement:
Lead a quick assessment and develop an improvement plan focused on the highest-impact initiatives

Strategy-Based Cost Reduction:
Identify and remove excess costs while reinvesting to build strategic competencies, all enabling the company to move faster and smarter

Working Capital Optimization:
Improve cash conversion cycles and cash flow through focused optimization across inventory management, receivables, and payables management

Turnaround Management:
When performance is well below ownership and leadership expectations, we bring our strategy, finance, organizational, and operational skills to lead full turnaround programs

People & Culture

We design solutions to achieve organizational excellence throughout every level of a business. We are deeply passionate about creating environments in which people can excel because people are a company’s most important asset and without them, a company cannot thrive. The key to unlocking improved performance is everything that lies beyond the org chart: decision rights, incentives, accountabilities, culture, compensation, benefits, values, and behaviors.

Organizational Model and Structure Design:
Organizations should sustainably deliver on performance expectations, going beyond lines and boxes to the elements that truly make a difference and directly linking to a company’s overall strategy.

Decision Rights:
We look to see how decisions are made and where there are roadblocks so we can improve performance while acknowledging risk and governance considerations

People Strategy and Planning:
We work to define the value proposition, initiatives, policies, and tools to recruit, manage and retain the right talent

Culture, Values and Behaviors:
We help companies assess their current culture, define the environment that will enable their success, and foster values and behaviors that enable the entire team to work toward a common vision

Change Management:
The only thing that is constant in life is change. For change to stick, it must be lived every day by the company’s leadership. We work to prepare organizations for change and provide the skills and processes to enable them to carry out their agendas

Family Business Strategy

Family businesses come with built-in relationships and present unique challenges. We understand how to position decades of experience and generational differences to add strength to your business, rather than complications. From start-up phase to scaling growth to exit/succession, we work with owners and leaders at any phase of their lifecycle. We provide our full suite of services, rooted in a tailored approach that acknowledges the distinct characteristics of family-owned businesses.

Strategy:
Apply our Strategic Design expertise with a special consideration for family goals, dynamics, desires, and events

Succession Planning:
Proactively work to prepare for and support generational management changes, including transitioning senior family members into advisory/emeritus leadership roles

Organizational and Governance Design:
We apply our People & Culture expertise to design organizational models, governance, decision rights and incentive structures that accommodate family goals and commercial objectives

Family Office Investment Advisory:
We can serve as a strategy and operating partner to family offices, providing M&A advisory and due diligence, assessing/improving portfolio operations, and helping to make timely changes to your operating model

Change Management:
The only thing that is constant in life is change. For change to stick, it must be lived every day by the company’s leadership. We work to prepare organizations for change and provide the skills and processes to enable them to carry out their agendas