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

Mergers & Acquisitions

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: Provide potential buyers, private equity firms, and generalist consulting firms with wine, food and beverage industry expertise to evaluate potential targets and assist with overall strategic, financial and/or operational assessments

Post Merger Integration Management: Create a master plan for the integration of departments, services and products, and define and address the most critical integration areas and implement change management and communications best practices to facilitate a smooth transition

Exit Advisory: We combine our experiences in M&A, strategy and corporate finance to lay out a path to maximize the value of the business starting with a comprehensive review of the business, identification of likely buyers, assessment of go-to-market needs and investment bank/broker needs, and in some cases leading the sell-side process in partnership with CEO, CFO, and other advisors

Acquisition Advisory: Develop a strategy to drive growth through M&A and lead identification, screening, and evaluating potential targets. In some cases, serve as buy side advisor and lead buyside negotiation and due diligence process in partnership with CEO, CFO, counsel and other advisors

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

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