Our Solutions
Whether you are preparing to implement new business strategies, improve existing processes, eliminate obsolete activities or looking to manage financial distress, we are here to help you assess and implement the most effective solutions.
AI Advisory
Transaction
Advisory
Fractional
Executive
CFO & COO
Advisory
Growth
Advisory
Legal & Risk
Advisory
Bankruptcy & Restructuring
AI Advisory
Helping middle market companies and their investors evaluate, adopt, and govern artificial intelligence to improve operations, accelerate growth, and manage risk, with practical roadmaps tailored to each client's data, talent, and regulatory environment
Capabilities
AI Readiness Assessment & Strategy
Use Case Identification & Prioritization
Data Strategy & Governance
AI Tool Selection & Vendor Evaluation
Workflow Automation & Productivity Enablement
AI Risk, Compliance & Policy
Board & Executive Education
Pilot Design & Implementation Support
M&A Diligence on AI Capabilities & Targets
CFO & COO Advisory
Enhancing financial and operational efficiency through strategic planning, process improvement, cash flow management and innovation
Capabilities
Accounting & Financial Reporting
Audit Readiness & Remediation
Business & Operational Process Improvement
Financial Planning & Analysis (FP&A)
Innovation
Policies & Procedures
Strategic Planning
Training & Communications
Treasury & Cash Flow Management
Fractional Executive
Providing experienced C-suite executives to fortify your organization in finance, operations, risk, legal and security
Capabilities
Chief Accounting Officer (CAO)
Chief Compliance Officer (CCO)
Chief Financial Officer (CFO)
Chief General Counsel (CGC)
Chief Growth Officer (CGO)
Chief Information Officer (CIO)
Chief Information Security (CISO)
Chief Operating Officer (COO)
Chief Risk Officer (CRO)
Growth Advisory
Guiding emerging growth start-ups to middle market companies in growing revenue and strengthening the business development function, leveraging entrepreneurial and Fortune 500 experience to design go-to-market strategies, identify opportunities, and build executable sales plans
Capabilities
Outsourced or Fractional Chief Growth Officer
Go-to-Market Strategy & Execution
Sales Pipeline Development & Pipeline Reviews
Strategic Introductions to Investors, Buyers & Channel Partners
Account Planning & Key Client Programs
CRM, Sales Operations & Marketing Alignment
Incentive Compensation & Commission Structuring
Proposal & Pitch Support
Business Development Coaching, Training & Boot Camps
Legal & Risk Advisory
Ensuring robust corporate governance, compliance, and risk management with expert legal and board advisory services
Capabilities
Board Advisory
Code of Conduct, Conflicts & Whistleblower
Corporate Governance
Enterprise Risk Management (ERM)
Environmental, Social & Governance (ESG)
Internal Audit
Internal Controls
Litigation & Forensic Project Support
Regulatory Compliance
Transaction Advisory
Leading comprehensive M&A lifecycle management, from contemplation of transaction to integration, ensuring seamless transactions and optimal outcomes
Capabilities
M&A Lifecycle
Buy/Sell Side Due Diligence
Pro-Forma Forecasting & Modeling
Valuation
Earn Out Negotiation
Quality of Earnings Analysis
Working Capital Analysis
Legal Document Preparation
Integration Planning & Management Office (IMO)
Bankruptcy & Restructuring Services
Helping organizations navigate financial distress and liquidity constraints through disciplined planning, proactive cash management, and tailored restructuring strategies that strengthen operations, improve liquidity, and optimize outcomes for stakeholders
Capabilities
Business Plan Evaluation, Analysis & Development
Business & Operational Process Improvement
Cash & Liquidity Analysis, Cash Flow Projections
Credit Support & Financing Structures Negotiations
Due Diligence Review
Financing Matters (DIP, Exit, Other)
Financial Modeling & Expert Testimony
Fraud & Forensics
Review of Operating Results