Corporate & portfolio strategy
Where to compete, what to divest, and how the pieces earn their place together.
What we do
Six practices.
Six practices.
One accountable team.
We are organised the way problems actually arrive — as a tangle of strategy, process, people, systems and cash. Engagements are staffed across practices from day one, under a single partner who owns the result.
Practice 01
Strategy & Growth
Direction that holds up when the market moves. We start from your unit economics and your true cost to serve, then decide where to place the next dollar — organically, adjacently, or through acquisition.
Typical questions we are brought in on: which segments actually make money, whether a new geography or service line earns its capital, how to price without losing the base, and what to stop doing.
Discuss a strategy engagementPricing & margin architecture
Segment-level pricing, discount governance, and contract terms that stop leakage.
Market entry & expansion
Sizing, competitive read, entry model and a staged investment case.
Go-to-market & sales effectiveness
Coverage model, territory design, quota logic and pipeline discipline.
Practice 02
Operations & Performance
The unglamorous work that pays for everything else. We map how value really flows through your business, find where it stalls, and rebuild the process with the people who run it.
Our operations teams live on site. Expect time in the plant, the branch, the clinic or the truck — not a conference room with a whiteboard.
Discuss an operations engagementMargin & cost transformation
Clean-sheet cost baselines, spend consolidation and a tracked savings pipeline.
Process redesign
Quote-to-cash, procure-to-pay, field service and back-office throughput.
Supply chain & inventory
Network design, supplier terms, service-level trade-offs and stock policy.
Operating cadence & KPIs
The weekly and monthly rhythm that keeps a plan alive between board meetings.
Practice 03
Organization & Talent
Strategy fails on org charts more often than on spreadsheets. We align structure, spans, incentives and decision rights to the plan you have actually committed to.
We also handle the human side of change candidly: who is affected, what they will be told, when, and by whom. Communication plans are drafted before the reorg, not after the rumours.
Discuss an organization engagementOrganization design
Structure, spans and layers, decision rights and accountability maps.
Compensation & incentives
Pay bands, variable plans and scorecards that reward the behaviour you need.
Change management
Stakeholder mapping, comms architecture and frontline adoption tracking.
Leadership & succession
Bench assessment, role clarity and a credible plan for the next two seats.
Practice 04
Technology & Data
We are not resellers and we take no vendor fees. Our only interest is that the system you choose fits the way your business will run in three years.
Most failed implementations we are asked to rescue were process failures wearing a software costume. We fix the process first, then configure to it.
Discuss a technology engagementERP & CRM selection
Vendor-neutral requirements, scored shortlists and negotiated implementation terms.
Data & reporting
One version of the numbers: definitions, pipelines and dashboards leaders trust.
AI & automation enablement
Use cases ranked by payback, with the process fixed before the tool is bought.
Cyber & resilience posture
Practical hardening, vendor risk and a continuity plan you have actually rehearsed.
Practice 05
Finance & Value Creation
Owner-operators often run a good business on incomplete numbers. We build the finance function a lender, a board or a buyer expects to see — without slowing the business down.
Engagements range from a six-week cash and working-capital sprint to a full FP&A build-out with fractional CFO support through a transition.
Discuss a finance engagementFP&A build-out
Driver-based budgets, rolling forecasts and a monthly close that closes.
Working capital & cash
13-week cash discipline, DSO/DPO/inventory levers and covenant headroom.
Cost takeout
Zero-based reviews, spend categorisation and a governed savings tracker.
CFO advisory
Interim and fractional leadership through growth, financing or transition.
Practice 06
M&A & Transactions
We work for buyers, sellers and the sponsors behind them — testing the thesis before the offer and making it real after the close.
Deals are won and lost in the first hundred days. We plan the integration during diligence so that day one has an owner for every decision.
Discuss a transactionCommercial due diligence
Customer, market and competitive testing of the growth case behind the price.
Operational diligence
Capacity, systems, key-person risk and the true cost of the integration ahead.
Integration & PMI
100-day plans, synergy tracking and a combined operating model that sticks.
Exit readiness
Quality-of-earnings preparation, story, data room and management coaching.
Engagement models
Buy the help you
Buy the help you
actually need.
You should not have to sign a twelve-month retainer to answer a six-week question. Three ways to work with us, priced transparently.
Model 01
Diagnostic sprint
Two to four weeks. A written assessment of the constraint, the size of the opportunity and a sequenced plan — usable with or without us.
- Fixed fee
- Named partner
- Board-ready deliverable
Model 02
Transformation program
Three to twelve months. A full workstream build with our team embedded alongside yours and value tracked to the P&L every month.
- Milestone-based fees
- Value tracker
- Optional outcome share
Model 03
Advisory retainer
Ongoing. Senior counsel on tap for the CEO, CFO or board — planning cycles, deal reviews, hiring decisions and course corrections.
- Monthly fee
- Defined hours
- Cancel with 30 days' notice
Common questions
Before you call us
We are built for companies between $5M and $500M in revenue, along with the private equity sponsors, family offices and boards behind them. Below that range we will usually point you toward a lighter-touch advisor rather than take the work.
The majority are fixed scope and fixed fee, agreed before we start, so there are no surprise hours on an invoice. Larger transformation programs are billed against milestones, and in some cases we will put a portion of our fee at risk against the value target.
We are headquartered in Florida with people in Tampa, Miami and Orlando, and we deliver engagements nationwide. For on-site work we travel to you; for most programs we blend on-site weeks with remote working sessions to keep costs sensible.
The partner who scopes your engagement leads it and stays on it. Teams are deliberately small and senior — operators who have carried a P&L rather than career analysts. You will meet everyone assigned to your account before you sign anything.
Yes, and we will sign yours rather than insist on ours. We also decline engagements that would put us in direct conflict with an existing client, and we tell you at the first call if that is the case.
Start the conversation
Tell us the problem.
Ninety minutes with a partner, no charge and no pitch deck. You will leave with a point of view whether or not you hire us.
- Confidential by default. NDA signed before the first call if you prefer.
- A partner takes the call — not a salesperson.
- Written point of view within five business days.