Pragmatic Approach to Transformational Engagements
Our work is customized relative to each company's specific needs and, although we don't disclose confidential details, we've supported some of the largest, best-capitalized, and fastest growing entities in the region. Virtually everything we do is sourced by reputation and referral from founders, officers, directors, and funds in our professional network. In other words, if you don't already understand why we should work together - then we probably shouldn't.
Our work is customized relative to each company's specific needs and, although we don't disclose confidential details, we've supported some of the largest, best-capitalized, and fastest growing entities in the region. Virtually everything we do is sourced by reputation and referral from founders, officers, directors, and funds in our professional network. In other words, if you don't already understand why we should work together - then we probably shouldn't.
|
Functions
Business Models Strategic Marketing Operations Executive Management Finance |
Stages
Early Stage Growth Phase Maturity & Exit |
|
Industries & Sectors
Technology / Hardware Software Advanced Manufacturing Precision Machining Aerospace Semiconductor Fabs Industrial Controls Renewable Energy eCommerce Online Media Financial Services VC & Private Equity Residential Construction Health Care Medical Devices Specialty Food & Beverage Consumer Products |
Recent Engagements
Strategy, planning, and analysis for computational technologies (PE-backed) Marketing tactics for energy technology company Marketing support for biotech software firm (VC-backed) Startup analysis for local service business Regulatory compliance for mid-cap financial institution (public/pre-M&A) Independent due diligence review for private equity fund Planning and financing strategy for mobile accessories business Strategic evaluation of specialty beverage opportunity Divestiture of high-growth home goods company (pre-M&A) Planning and financing strategy for medical product launch Operational and financing strategies for high-growth outdoor company Plan and structuring analysis for complex PE consolidation (pre-M&A) Evaluation of leadership structure for regional tour service Executive role with specialty foods company (high-growth) Divestiture of majority stake in natural products company (pre-M&A) Plan and financing strategy for energy management company (acquired) Interim executive role in consumer products industry (high-growth) Marketing and PR for file-sharing venture (VC-backed) Transitional project with economic development organization Marketing strategy for energy storage company (VC-backed) Growth strategy for outdoor ERP developer Restructuring of regional early-stage venture fund Growth strategy for sporting goods line Market positioning for Bay Area software development firm Financial analysis for specialty manufacturing company Financial performance and scalability for digital marketer (VC/PE-backed) Planning and financing strategy for deregulated market launch Financing and growth strategy for consumer product launch Planning and financing strategy for innovative veterinary products Financial modeling for early-stage HR software company Leadership, financial, and operations planning for specialty foods Planning, financing, and operations for mobile messaging developer Marketing strategy for chemical testing lab Business model evaluation for youth-focused startup Operating strategies for high-growth specialty foods (VC/PE-backed) Evaluation of systems infrastructure for major landscaping firm Strategic evaluation for natural consumer products startup Financial modeling and strategy for consumer products Strategic advisory engagement for medical technology firm Pre-financing strategy for university's alternative energy spinout (ARPA-E) Commercialization strategy for dental products launch Valuation assessment for mid-cap electrical distributor (pre-M&A) Executive role / restructuring for industrial controls company (VC-backed) Development of innovation fund for major hospital Strategic partnerships for health firm Planning and financing strategy for early-stage military application Interim executive role for digital marketing firm (VC-backed) Corporate restructuring plan for semiconductor company Strategic advisory engagement with major medical institution Financial and business planning for high-growth social enterprise Pitch review for industrial automation venture (VC-backed) Expansion strategy for agricultural firm Financing, growth strategy, and interim exec for natural foods company Financial modeling for footwear startup Marketing implementation for mid-cap financial services firm (post-M&A) Strategic planning for European M&A transaction (PE-backed) Strategic planning for specialized application developer Pro forma financial modeling for consumer electronics firm Strategic evaluation of CRM startup Growth strategy for pet products company |