Disruptive Change
Is your organization keeping up?
Industry verticals and enterprise types served
Healthcare
Technology
Emerging Companies
Nonprofits
Consulting to enhance and support your capabilities.
The scope of our consulting mandates cover three primary areas:
Strategic Finance
M&A advisory, complex financial analysis and modeling, valuations, financial due diligence, and a range of other services to support your organization's finance and capital allocation activities.
Operations
Services to assist you in digitizing and transforming your business as needed. Services include: selection and procurement of technology solutions, project management, and interim-CFO services.
Capital Allocation
Consulting mandates that support the responsibilities and workflows of your internal investment office. The bespoke nature of our engagements enable us to work with your board and treasury team to optimize your relationship with your discretionary/non-discretionary investment advisors and other investment office partners.
The business environment is rapidly changing.
Company boards and leadership teams must navigate key secular shifts.
Digitization of operations
In a highly digital and integrated global economy, is your company's technology stack optimized to support your customers' and industry's future demands? Are your company's core workflows and business processes designed to position your company as a big winner in the digital economy?
Efficiency in capital allocation
Is your company's approach to capital allocation suited to accommodate volatile capital markets? Are capital allocation decisions strongly integrated with robust enterprise risk management practices?
Robust corporate governance
The availability of real-time information and data in an era of increased transparency requirements has a direct impact on obligations to internal and external stakeholders. Are your organization's corporate governance practices suited to operate in the current environment?
Latest posts
Commentary on important topics from the world of strategic finance, operations, and asset allocation
Contact us
We look forward to partnering with you and your team!