as an expert insider
strategist + operator + financier
From technology disruptors to scale public businesses to PE and private multi-generational businesses, we’ve guided more than 100 companies to achieve greater heights.
As business leaders and investors find themselves at inflection points of strategy, execution, and financing, it's all about finding the next move and then successfully executing. We’ve seen a great deal across a broad swath of businesses, and can bring fresh thinking; unlock a company’s brain trust; visualize new strategies and alternative; and find better ways to get there.
As proven business leaders, business-builders, investors, and strategists, we’ve helped companies grow, navigate challenges, and push the limits of what is possible.
We get it; success takes much more than advice. It’s takes hard-won wisdom and hands-on assistance to turn challenges into results and business potential into commercial success. No matter the chartered course, we are with you on the journey.
McKinsey, SAP, Adobe, Symantec, Yahoo!, Gimbal, Findly, Boosted
DR. JEFF RUSSAKOW
Early Cloud & Company, McKinsey, SAP, SagePartners, Wipro Digital
WHO WE SERVE
Seeking to take it to the next level for new investment or for value realization, and/or who need help managing, channeling, and accelerating their growth.
Businesses looking for new ideas, and/or more execution firepower, to find new sources of growth and income and optimal exits.
Having exciting products and technologies, but who need experienced leadership to help grow into commercially successful companies with strong organizations, and to navigate the world of investors and value-creation.
Recognizing the high percentage of businesses they discover but do not fund, with promising potential, but are missing the leadership, operational, and financially-savvy help to turn “interesting” into “investible” and “promising investment” into “high confidence return”
HOW WE HELP
In-depth interviews and analysis
Strategy and Planning
Refresh business strategy
Update financial outlook & plan
Turbo-charge operating plan, execution plan, talent plan
Execution to Outcomes
Team-building and coaching
Deep dives on critical initiatives
Uncover & augment leverage in the business
Financing needs assessment & strategy
Existing/New investor engagement & pipeline development
New investment - institutional, strategic, private
Debt sourcing/ working capital
Outcome identification, strategy, planning, and pursuit
New investments, tuck-ins, roll-ups
Acquisitions, public offerings, SPAC