Strategy & Leadership

Partner with senior leadership to set financial people, process and systems strategy; evaluate risks and operations to set priorities, establish the roadmap and drive strategic priorities with the leadership team.

Services:

  • Guidance through the complexities of mergers, acquisitions and divestitures from due diligence to integration, planning and execution.

  • Accelerate revenue growth strategies for strong go-to-market and sales disciplines.

  • Identify and mitigate financial risks through robust risk management frameworks.

  • Assess and elevate financial talent.

  • Financial strategies aligned with long-term goals, including detailed plans, performance analysis, and roadmaps to optimize processes, systems, talent, and drive priorities.

  • Financial leadership to ensure stability and continuity during leadership transitions, challenging periods or extended company leadership. This includes interim or fractional CFOs, Financial Planning and Analysis, and Risk Leadership.

  • Strategic and operation leadership of portfolio companies including COO, CTO and CEO.

Schedule time to:

  • Understand your unique business model and needs

  • Gain insight into your current operating and financial structure and craft recommendations to support efficient growth

  • Propose the right options for your strategy, your growth plans and your business needs