Strategic Advisory & M&A

Support for Investors Navigating Acquisitions, Inflection Points or Market Entry Decisions

Whether you’re evaluating a potential acquisition, assessing executive leadership, or trying to decide if a portfolio company can scale, we bring the operational perspective of a former CEO with investor fluency.

We help investors and sponsors:

• Develop investment strategies and target lists for new capital deployment

• Assess executive readiness and team alignment pre- or post-deal

• Evaluate market position, messaging, and execution capacity

• Pressure-test growth narratives, strategic assumptions, and customer traction

• Support operating partners or intermediaries leaders in the first 90-180 days posts-close

Typical Engagement Include:

• Executive-level diligence support

• Strategy deep-dives or workshops for portfolio company leadership

• 90-day post-acquisition alignment and reset

• Interim CEO sounding board/co-strategist support