Consulting that supports your investment thesis. Not distracts from it.
Strategy, business planning, and transaction advisory for portfolio companies, direct investments, and special situations — delivered at the same 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 weeks Best for: growth planning and capital readinessGrowth, pricing, channel, and portfolio strategy work informed by the same research depth we bring to diligence mandates. Outputs designed for management teams to execute on directly.
Research-backed Best for: market expansion and operational alignmentImplementation roadmaps, KPI frameworks, and initiative tracking. We stay involved through execution where required, not just planning.
Through execution Best for: execution tracking and transformation supportSupport for acquisitions, divestments, restructuring, integration, and transaction execution. Built for investors and operators managing complex transitions.
End-to-end Best for: restructuring and strategic transactionsPortfolio 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.