We don't just advise. We invest, partner, and drive results.
Built on 20+ years of hands-on C-suite experience across private equity-backed platforms, Fortune 100 corporations, and high-growth ventures. We invest and partner with stakeholders and leadership teams to execute turnarounds, accelerate growth, and unlock enterprise value — when it matters most.
We embed as operating partners — not slide-deck consultants — bringing C-suite leadership and execution capability to your most pressing challenges.
Provide CEO, CFO, and COO leadership for companies in transition, turnaround, or high-growth mode. Step in fast, build credibility with teams and boards, and deliver measurable results.
Stabilize distressed operations, cut structural costs, realign organizations, and restore stakeholder confidence — with a track record across multiple industries.
End-to-end transaction support: sell-side/buy-side diligence, quality of earnings, diligence management, deal negotiation, carve-out execution, and TSA design.
Unlock growth through pricing strategy, customer portfolio optimization, margin improvement, and targeted expansion — with clear EBITDA impact.
Design and scale finance functions — FP&A, controllership, credit & collections, and outsourced accounting, etc.
Re-engineer critical business processes, support implementation of key systems, and redesign organization — focused on sustainable efficiencies and measurable working capital improvements.
Design, support, manage the full integration life cycle — people, process, systems, and real estate — protecting business continuity for buyers, sellers, and shared vendor and customer bases.
Build value creation plans, long-range strategic frameworks, and business cases that translate vision into execution-ready roadmaps with clear financial outcomes.
Select Engagements
Led enterprise-wide turnaround of a middle-mile logistics company. Stabilized operations and customer relationships, reduced fixed costs by 50% ($30 million), improved working capital and cash collections effectiveness, and successfully executed two asset sale transactions — creating $150+ million of enterprise value.
Led the operational turnaround and strategic growth of a diversified services business — driving $80M+ of EBITDA improvement and facilitating the successful divestiture of a business unit to a strategic buyer, delivering $400M+ of enterprise value and $225M+ of cash to investors.
Operating partner across a $1B portfolio of global marketing & communications companies. Drove strategic and financial improvement — including interim executive leadership stabilizing post-merger integration, critical system implementations, Salesforce effectiveness redesign, and facilitated the sale process of select assets.
Led transformation and M&A initiatives for a North American cash logistics company, contributing to $400M+ in value creation and $24M in operational improvements through cost takeout, asset realignment, and inorganic acquisitions.
Provided financial and operational diligence to support early-stage investments and full acquisitions of growth companies in the healthcare, fitness technology, and alternative medicine industries.
If you're navigating a turnaround, preparing a transaction, or need seasoned executive leadership on a critical initiative — reach out. We work with a select number of engagements to ensure genuine impact on every one.