With Whom We Work
Our focus has been on mid-market companies ($5M to $250M) and carefully selected smaller enterprises and startups.
Clients have spanned the following industries: Real Estate, Accounting, Consulting, Outsourcing, Human Capital Management, Financial Planning, Construction, Information Services, Digital Interactions, Telecommunications, Cable, Software / SaaS, Transportation, Security, Healthcare, Staffing / Recruiting, Shipping & Logistics, Contact Centers, Advertising & Marketing and Agricultural Products.
Initially, we only engage at the apex of organizations … CEO’s, Owners, Presidents, Board Members, Senior Advisors, Investors … those individuals that ‘own’ the P&L, know they must capitalize on growth opportunities and confront challenges, know that change is needed, will embrace it & (help us) drive it.
We resonate with investment banks, private equity firms, venture capitalists, angel investors, family offices, financial planners to high net worth business owners / investors, accounting firms (internally and externally for their clients), law firms (internally and externally for their clients), consulting firms (internally and externally for their clients).
Many times our clients seek confidentiality with regard to our engagement and we respect this and operate within the parameters they establish. Although we perform most of our assignments with our team members as external resources to our clients, we have also done multiple assignments with one or more of us embedded into client organizations in executive or mission critical individual contributor roles. Depending upon the specific needs of the client, we either collaborate with and work under the direction of the client's current management team, or we help effect sweeping change of the management team under the guidance of the client’s board or owners.