Sample Engagements
Strategic Planning & Business Intelligence Upgrade for Healthcare Startup
Investor Marketing Materials Development for Established Business Services Firm
Investor Marketing Materials Development for Established Business Services Firm
Three-month engagement revamping overall strategic plan, constructing new financial projection model & upgrading business intelligence tools
Investor Marketing Materials Development for Established Business Services Firm
Investor Marketing Materials Development for Established Business Services Firm
Investor Marketing Materials Development for Established Business Services Firm
Four-week engagement developing full set of marketing materials to share with potential investors & laying out approach for first outside capital raise
Business Development Function Build-Out for Consumer Goods Giant
Due Diligence & Strategic Planning Support for Leading Investment Firm
Due Diligence & Strategic Planning Support for Leading Investment Firm
Nine-month engagement building out M&A capabilities, including filling interim executive role, leading deal sourcing & developing go-forward processes
Due Diligence & Strategic Planning Support for Leading Investment Firm
Due Diligence & Strategic Planning Support for Leading Investment Firm
Due Diligence & Strategic Planning Support for Leading Investment Firm
Ongoing engagement supporting add-on acquisition due diligence & strategic planning across various portfolio companies on an as-needed basis