Independent, unbiased assessment of operations and strategies:

  • Assessment of company operations as measured by financial and operational performance, as well as future growth plans

Business development and strategic partnerships and engagements:

  • Provide strategic business and market intelligence to inform engagement strategy

  • Development and/or review of business/strategic plan

  • Introduction to potential strategic relationships and joint venture partners

  • Assist in the due diligence process

  • Where necessary, coordinate with transaction professionals (e.g., investment bankers, lawyers, accountants, etc.)

  • Negotiate deal terms and transaction structure

  • Close deal

Advise on corporate governance issues

Assist with the identification and recruitment of:

  • Board members

  • Executive management members

  • Non-executive leadership and key employees

Independent, unbiased assessment of operations and strategies:

  • Assessment of company operations as measured by financial and operational performance, as well as future growth plans

Business development and strategic partnerships and engagements:

  • Provide strategic business and market intelligence to inform engagement strategy

  • Development and/or review of business/strategic plan

  • Introduction to potential strategic relationships and joint venture partners

  • Assist in the due diligence process

  • Where necessary, coordinate with transaction professionals (e.g., investment bankers, lawyers, accountants, etc.)

  • Negotiate deal terms and transaction structure

  • Close deal

Advise on corporate governance issues

Assist with the identification and recruitment of:

  • Board members

  • Executive management members

  • Non-executive leadership and key employees

Manage relationship with:

  • Investors

  • Lawyers

  • Major vendors and suppliers

  • Accountants

  • Bankers

  • Strategic partners

Assist in employee-related issues

  • Design / develop / implement / assess employee compensation plans (including equity-based plans) and benefit programs

Review product pricing and costs (direct and indirect) to generate maximum profitability

Assist management in the evaluation of, and negotiation with:

  • Strategic partners and joint venture candidates


  • Major customers and vendors

  • Outside professional service providers

Dedicated to helping businesses scale to the next level and beyond.

Contact Us:

(954) 649-7295

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