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Services

We have engaged from Factory Floors to Main Street to Wall Street in our experience. Our work reaches from Fortune 100 to small cap, private equity firms, start-ups, and non-profits. With leadership and support across industries and functional areas, we bring clients core and new insights along with lessons learned.

Functional experience encompasses:

  • CEO, COO, and CFO in early-stage, interim, and crisis situations
  • Investment & Feasibility Studies and Due Diligence
  • Business Plan Research and Drafting
  • Financial Projections and Modeling
  • Financial Reporting: GAAP, Statutory, Tax; Audited and Compilation
  • Capital Structuring and Raising (Public & Private Equity, Bank Debt)
  • Investor Relations and Rating Agency Relations
  • M&A Transactions, Integration, and Investor Exits
  • Partnerships, Alliances, and Joint Ventures
  • Operational Management & Service, Metrics, and Improvement
  • Cash Flow and Liquidity Planning and Investing
  • Cross Border Business Planning, Manufacturing, and Distribution
  • Employee Development in Company Culture

Industry experience has primarily been in:

  • Health & Wellness and Beauty in Services and Medical Devices

  • Investment and Insurance Management (Institutional and Consumer)

  • Health and Ancillary Insurance  

  • Community-based and Regional NonProfits

 

With further engagements in such spaces as:

  • Digital Media and Entertainment

  • Professional Sports and Entertainment

  • Recreational Sports Facilities

  • Health & Wellness, Fitness, and Enrichment Facilities

  • Agriculture Specialty Chemical

  • Print and Digital Publishing

  • Social Services

  • Waste Management

  • Liquor Distillery

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