We have a deep bench of trusted strategy consultants. Below are those that we'd like to spotlight this month.
CASE STUDIES
PE INVESTOR & STRATEGIC ADVISOR
Bio: Experienced private equity investor with expertise across leveraged buyouts, growth equity, secondaries, structured/preferred investments, and real estate. Completed 25+ transactions representing $500M+ in invested capital. Skilled in managing the full investment lifecycle, including sourcing, due diligence, closing, monitoring, and exits. Proficient in creating investment theses, financial modeling, drafting investment memos, and fundraising.
Bio: Experienced Operating Partner focused on PE-backed businesses, with expertise in turnaround management, M&A, and multi-million-dollar value creation. Proven success driving operational improvements across defense, technology startups, manufacturing, recycling, and construction-related high technology industries. Track record includes scaling a tech startup to quintuple sales and facilitating rapid exits, such as a $15M sale within 30 days.
Bio: Versatile executive with extensive experience in operational due diligence, value creation planning, and M&A transactions for PE-backed businesses. Proven ability to drive outcomes in diverse sectors, including industrial manufacturing, chemicals, agriculture, healthcare, finance, and IT. Fluent in Chinese, Spanish, and German, with international expertise and frequent work in Germany.
With an IOI on a company in the nursing and assisted living facilities space, a PE firm needed to quickly understand how the business was changing in light of the COVID-19 pandemic. They came to us in need of a single-shingle provider that could provide them with the answers they needed in less than 2 weeks.
A PE firm managing director came to us with a need for a provider that could perform diligence on a target in the construction industry in order to let them know if the market was strong enough for investment. They were also in need of a provider that could help them post-close develop a GTM strategy.