OUR SERVICES
We help businesses tackle challenges ranging from day-to-day operations to complex strategic initiatives. While we specialize in growth strategy, business transformation, and M&A, our cross-functional experience enables us to address issues across the entire organization. Clients often hire us for a single initiative, but our work frequently spans multiple functions—delivering integrated, actionable solutions with lasting impact.
Below are examples of how we’ve partnered with clients across industries to solve complex problems, drive measurable results, and enable sustainable growth.
OUR WORK IN ACTION
EXECUTIVE ADVISORY
Client: VC-backed Earned Wage Access (EWA) Fintech
Industry: Financial Services
Role: Strategic Advisor to the CEO
The CEO engaged us as a strategic advisor to evaluate growth options for an early-stage EWA fintech serving approximately 1,000 customers. We partnered with leadership to seek answers to critical strategic questions, guide market and customer research, and assess whether the business could economically scale to 40,000–60,000 customers and achieve breakeven.
Our advisory work identified that elevated default rates made the existing EWA model economically unviable at scale. By applying rigorous economic scrutiny and independent perspective, we helped leadership avoid deploying investor capital into a high-risk scale-up path and instead prioritize capital efficiency and downside protection.
We advised the CEO through a pivotal strategic decision to redeploy the company’s core technology into an asset-based lending platform—aligning the value proposition and go-to-market strategy to support a more scalable, sustainable use of investor funds. Our involvement enabled decisive action, stronger investor alignment, and a clearer path to value creation.
STRATEGY CONSULTING
Client: PE-Backed Veterinary Care Provider
Industry: Healthcare & Life Sciences (Animal)
Role: Growth Strategy Advisory & Consulting
We worked with the client to develop a strategic plan for growing their urgent vet care network beyond their initial market. To inform strategic decisions, we designed and executed a rigorous customer survey, sending over 7,000 emails to customers, capturing preferences, willingness to pay, and service needs. Using these insights, we provided strategic recommendations on operating hours, pricing, service offerings, and location selection to maximize adoption and growth potential.
Our work identified and prioritized high-impact opportunities, reduced execution risk, and gave leadership confidence to scale. By translating survey data into a repeatable framework, we established a structured approach for evaluating future locations, services, and pricing.
The engagement had lasting impact: the strategies we developed informed market expansion into new states and laid the foundation for the client’s rapid growth, now over 100 urgent vet care facilities nationwide.
TRANSFORMATION CONSULTING
Client: Global Private Equity Firm
Industry: Travel & Leisure
Role: Transformation Consulting
A global private equity firm engaged us to transform operations and improve customer service for a $3B portfolio company. The company faced bottlenecks in call center and group booking operations, and its legacy technology platform slowed operations, limited scalability, and negatively affected the customer experience.
We managed transformation initiatives, including redesigning key business processed, optimizing call center and group booking operations, and collaborating with IT leaders to implement technology improvements that increased efficiency, accuracy, and improved customer satisfaction.
These initiatives reduced turnaround times for group bookings by 2–3 days, shortened call center wait times, improved customer experience, and strengthened cross-functional coordination and operational efficiency. By embedding repeatable processes, enhancing customer satisfaction, and establishing a framework for future transformation work, we positioned the organization for long-term growth and success.
M&A CONSULTING
Client: Global Pharmaceutical Company
Industry: Healthcare & Life Sciences (Human)
Role: M&A Advisory & Consulting
We partnered with the executive team to provide M&A advisory services and drive execution of critical global integration initiatives following a $63B pharmaceutical acquisition. This included leading Day 1 planning and execution across Commercial, Operations, and HR, managing global SAP integration at key manufacturing plants, and overseeing post-go-live Hypercare to ensure rapid resolution of operational issues.
We also helped develop and implement a Global HR Change Management Plan affecting 47,000 employees, providing structure, communication, and support during the complex post-close transition. Across these efforts, we advised leadership on prioritization, risk mitigation, and process standardization, while driving execution on key initiatives to ensure uninterrupted operations and continued employee engagement.
Our work delivered measurable results across multiple integration initiatives, contributing to over $1B in synergies realized over four years, strengthening operational continuity, and establishing repeatable processes to guide future large-scale integrations.