Family controlled companies

Develop solutions to maximize performance

 International Expansion Strategy

Software

​Executive Leadership

Focus management on key financial drivers

Design Board reporting packages

Focus on Corporate Strategy

Talent Pipeline Review

CEO & CFO business partner

E Learning

Board Training 

Interim Leadership - CFO/COO/CEO

Executive Coaching/Mentor

Company proposal review

Operating Partner - Focus on accelerating value creation

 Accelerating growth with operational enhancements

​Performance Matters

​Driving performance for early stage to middle market private and ​public companies with a focus on:

Private Equity

Services

Assist with Board Strategy Engagement

 Focus on strategic initiatives that accelerate growth and enhance value

 Acquisitions - Build additional scale & identify where value can be added

Exit Planning - Maximizing Business Value

​Finance

 Align growth strategies with organizational capabilities

Implement continuous cost improvement plans

Governance structure review to improve effectiveness

Follow on acquisition support

Private Equity

CFO Consulting Services


Cost control review

 Review potential of current core markets & develop growth plans


Improve shareholder value of Portfolio Companies:

Strategic Planning

Trusted Advisor

Board & Audit Committee Advisor

Board Member

Distribution

Consumer Products


Technology

​Growth

Advisor to Portfolio Company Board & PE Firm

Aligning short-term goals and long-term value creation


Board Of Directors

M&A Preparation

Energy

Value creation plan development

 Advise & Assist companies facing growth challenges