Our Capabilities

Fundraising Strategy

Commercial Due Diligence

Commercial Due Diligence

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We work with founders and boards of directors on fundraising options and offer guidance throughout the fundraising process


Fundraising strategy: approach, targets, timing and milestones for fundraising 


Introduction to potential equity partners: identification of the right potential investors and personalized introductions


Messaging and pitch decks: full range of communication from storylining and email outreach to elevator pitch and presentation development 


Governance structure: recommended governance structure and communication planning with boards of directors and advisors

Commercial Due Diligence

Commercial Due Diligence

Commercial Due Diligence

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We address due diligence with a focus on value enhancement and an eye toward original, differentiated market and customer research


Market assessment: market dynamics, size, growth, competitive dynamics, headwinds and tailwinds


Customer assessment: customer dynamics, stickiness and strength of key customer relationships and their underlying growth dynamics

 
Growth Opportunity assessment : high value growth opportunities for value creation over the near (12-18 months) and long term (18-36 months)

 

Commercial Assessment: company's commercial readiness to capture identified growth opportunities and beyond for above-average growth

100 Day Planning

100 Day Planning

100 Day Planning

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Whether is for a potential private equity buyer, a venture capital investment, or a new CEO or Board of Directors, we address the key foundational pillars of a strong, growth-oriented business


Where we are starting from:  "the fact base"


What we expect of each other:  executive team, board of directors, external support, coupled with accountability, process and governance


Where we are going:  "our vision for the future" and the associated risks


How we are going to get there:  clear set of succinct priorities with accountability and targets


During this process we answer questions, such as whether the company ought to focus on its core or extend outside the core business, what its customer churn looks like and why, what moats can be created to sustain a differentiated market advantage. Based on collaborative sessions around these answers, we help identify the most impactful set of priorities and practical initiatives and the early actions required to capture these opportunities.

Growth Strategy

100 Day Planning

100 Day Planning

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We work with management teams and boards to craft a plan for accelerating profitable and sustainable revenue growth.  We focus on the strategic actions and tactical execution to ensure results. 


Focus on the core: Only 1 in 9 companies succeeds in achieving sustained growth. We help companies achieve profitable and sustainable growth by defining and focusing on their core competencies. This requires making proprietary decisions about where to play, where not to play and how to win. 


Grow beyond the core:  We look at adjacencies, such as new product lines, geographies, and distribution channels to address both organic growth and inorganic growth opportunities over short, medium, and long-term horizons.

Go-To-Market Strategy

Commercial Effectiveness

Commercial Effectiveness

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We believe customers are a primary source of real growth. We combine in-depth, original customer insights with practical expertise to help our clients create sustainable, organic growth.


Customer segmentation & insights: we help clients understand customer needs and behaviors and develop practical and actionable segmentation, combing original research and data analytics. We help clients define the target customer, identify the areas of distinct advantage over competitors, and use these inputs to strategy. inform business decisions and investment allocation


Product development & management: with a focus on customer-ready innovation, we work with our clients to improve ongoing customer-led product development so their value proposition is differentiated and meets customer needs


Marketing & brand strategy:  we help companies align marketing and brand strategy with overarching business objectives; ensure marketing investments are generating highest returns and reinforcing the brand positioning; and build a loyal customer base through branding that cultivates a strong, trusted image.


Customer loyalty: we help companies nurture loyal customers who are more profitable and who are active proponents of your business 


Go-to-market strategy: We help companies build powerful, integrated go-to-market systems that build a bridge between a company’s strategy and the exceptional customer experiences that are the ultimate driver of customer advocacy and loyalty.

Commercial Effectiveness

Commercial Effectiveness

Commercial Effectiveness

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We assess the performance of a company’s commercial organization—the sales, service, and marketing functions—and help effect improvements that increase the ability to reliably grow revenues and take market share year after year. Common improvement areas include the go-to-market model, sales processes, talent and motivation, demand and lead generation, commercial operations and management and culture.


Channel strategy:


Sales effectiveness: We help companies identify quick, targeted, customized solutions as well as strategic and operational improvements to boost underperforming sales organizations.


Customer experience: We work with companies to develop a series of positive interactions with the customer to earn their advocacy and inform consistent delivery of experiences to drive top-line growth.

Organizational Design

Organizational Design

Organizational Design

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  • Define the operating model:  elps you clarify where and how critical work gets done in the organization in service of your overall strategy.
  • Bain Zero-Based Redesign is a onetime, blank-sheet approach that transforms your operating model to simplify your organization, streamline work processes, reveal digital opportunities and unlock massive savings.
  • Determine how decisions get made: assesses your company’s decision-making capabilities and positions you to make consistently effective decisions going forward.
  • Design for innovation:  we help you identify the work best suited to adaptive innovation and progressively rewire your organization to achieve project success rates four to six times higher than non-Agile competitors.
  • Talent assessment: we help you define your long-term talent needs, develop a talent strategy to meet them and build the right systems to deliver on it.
  • Culture first lps your company define its purpose and core values, then inspire and reinforce the behaviors that deliver extraordinary lasting results.

Pricing Optimization

Organizational Design

Organizational Design

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We diagnose the effectiveness of a company’s pricing and identify improvements that might be quick fixes, process and execution improvements and/or strategic pricing changes. These improvements often result in material improvements in margins and revenue growth. It is not uncommon to see margin improvements of 300 to 600 basis points.

Transformation Management

Transformation Management

Transformation Management

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We help achieve game-changing results by working with management teams and boards of directors to define and manage Full Potential Transformations through cross-functional collaboration to alter the financial, operational, and strategic trajectory of a business.  From planning to execution, we offer hands-on expertise.


1. Program Management:


2. Interim CXO:





Exit Planning

Transformation Management

Transformation Management

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For companies in their last year of private equity ownership, we develop a fact-based growth story that defines the growth runway for the new buyer. This process defines the growth path, identifies near term EBITDA improvements, and provides insight into potential strategic buyers.