Strategic Advisory Playbook

Providing corporate development support focused on sustainable growth, profitability enhancement and cash flow generation

  • We offer a comprehensive approach to market mapping and analysis, identifying attractive market opportunities, assessing competition, and recommending optimal positioning, product scope, pricing, market messaging, and channel strategy. With our customized solutions tailored to the specific needs of each business, our clients can confidently introduce products in the right markets, at the right time, and at the right price point to achieve success.

  • With our deep understanding of the value chain, we can help develop and assess important distribution and channel strategies. Our approach includes developing a comprehensive strategy that leverages the strengths of each partner and maximizes market penetration. Our focus is on creating mutually beneficial relationships that drive growth and profitability for all parties.

  • We specialize in strategic partnerships, joint ventures, acquisitions, mergers, and real estate strategies. We work alongside management and deal teams on developing and refining the investment thesis, help identify and source opportunities, and lead the deal process through closing and post-acquisition integration ensure a smooth transition.

  • Our strategic finance services offer process review and improvement solutions, financial planning and forecasting, cost reduction strategies, supply chain optimization, product rationalization strategies and cash generation tactics to help partner companies navigate complex financial situations. Our services are designed to support informed decisions, drive profitability and growth, and achieve sustainable long-term success.

  • We offer comprehensive support for investment structuring, capital raising, and go-public/liquidity strategies. We craft tailored solutions that drive value through a balanced and optimized capital structure. Our objective is for partner companies to access the capital they need to achieve their strategic objectives and position themselves for long-term success.

Asset Management Approach

Executing a consistent and proven framework with a commitment to long-term value creation

  • Identifying companies that align well with existing themes and open a dialog with management teams and shareholders.

  • Full immersion into the company's strategy to identify the specific risk and growth levers.

  • Crafting the right capital structure to compliment the strategic goals and vision of the company while not overly burdening the business.

  • Collaborate with management on strategic and operational roadmaps prioritizing sustainable growth opportunities to drive shareholder value .

  • Empowering management by providing the resources to execute the value creation plan and continuously review progress or adjust and pivot when necessary.

  • Optimize total return for shareholders, partners, and management teams.

Focused Investment Themes

Cultivate distinct viewpoints by employing an industry-centric method that integrates long-term trend analysis, segment fundamentals, and our proprietary insights and experiences

  • Transportation and logistics

  • Commercial and residential services

  • Human capital management services

  • Education services

  • Governance, risk, and compliance

  • Telecommunications and related infrastructure

Services

  • Building products

  • Value-add distribution

  • Testing, inspection and certification

  • Packaging

  • Specialty suppliers

Industrials

Consumer

  • Health and wellness

  • Direct to consumer and ecommerce

  • Consumer packaged goods

  • Consumer technology

  • Food and beverage