Consulting that supports your investment thesis, not diverts from it.
Strategy, business planning, and transaction advisory for portfolio companies, direct investments, and special situations. Delivered to the same boutique, senior-led standard as our investment advisory work.
Four situations where our consulting work shows up.
A portfolio company needs a business plan, strategy reset, or value creation plan.
A direct-invested business needs bolt-on or buy-and-build support.
A transaction requires post-merger integration or restructuring support.
A turnaround, carve-out, or growth inflection requires senior bandwidth you do not want to build in-house.
Four service lines, one operating standard.
Market-backed business plans for portfolio companies entering new segments, launching products, or preparing for growth capital. Delivered in 3 to 4 weeks with supporting financial model.
3 to 4 weeksGrowth, pricing, channel, and portfolio strategy work informed by the same research depth we bring to diligence mandates. Outputs are designed for management teams to act on, not for consultants to present.
Research-backedImplementation roadmaps, KPI frameworks, and initiative tracking. We do not just write strategy. We stay through execution if you want us to.
Through executionEnd-to-end support for acquisitions, divestments, and restructuring. Deal structuring, financial DD, closing coordination, post-close integration.
End-to-endPortfolio company consulting is where generic firms over-charge and under-deliver.
If you have a portfolio company, direct investment, or special situation that needs consulting support, tell us what is going on.
We will ask about the business, the investor context, and the timeline. If there is a fit we will scope a mandate. If there is not, we will tell you directly.