We help businesses go further than they thought possible.

From strategy and growth to operations and execution, to fundraising and value creation events, we help all stages of companies from nascent to mature achieve business outcomes that they thought were beyond them

Diverse experiences;

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.

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Managing Partner

McKinsey, SAP, Adobe, Symantec, Yahoo!, Gimbal, Findly, Boosted




Managing Partner

Early Cloud & Company, McKinsey, SAP, SagePartners, Wipro Digital

Advancing Performance

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Emerging Businesses

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.

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Next Phase

Businesses looking for  new ideas, and/or more execution firepower, to find new sources of growth and income and optimal exits.

Nascent Business

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.

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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”

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Ideate Alternatives  

  • Leadership discussions

  • In-depth interviews and analysis

  • Outside-in assessment

  • Opportunity identification

Strategy and Planning

  • Refresh business strategy

  • Update financial outlook & plan

  • Turbo-charge operating plan, execution plan, talent plan 

Execution to Outcomes

  • Management cadence

  • Team-building and coaching

  • Deep dives on critical initiatives

  • Uncover & augment leverage in the business 

Financing sources

  • Financing needs assessment & strategy

  • Existing/New investor engagement & pipeline development

  • New investment - institutional, strategic, private

  • Debt sourcing/ working capital 

Pursuing Outcomes

  • Outcome identification, strategy, planning, and pursuit

  • New investments, tuck-ins, roll-ups

  • Acquisitions, public offerings, SPAC

  • Buy-outs, divestiture 


(401) 646-0080

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© 2020 by Bosun Partners.