What we do
Use the best people in the world for short projects that change the trajectory of your company.
We give you best-in-class teams for strategy, capital markets, marketing, sales, and technology projects.
Strategy Work
We do the work to help identify and evaluate the range of strategies available to you at a company, business line, or product-level. This work helps you to see more possible paths, and to make better decisions for your business.
Examples of work
- Doing the work to identify and assess strategic options available – at a company, business unit, or product level.
- Setting up operations to implement selected strategies.
- M&A strategy – target screening, analysis, and integration planning.
Examples of deliverables
- Strategy options presentations and investment memos for leadership to make decisions.
- Selected strategies – codified into a strategy playbook.
- 90/180/360-day implementation roadmaps with detailed processes, owners, milestones, measurement, monitoring, and re-evaluation plans.
The value of this work
Strategy work is key to making good decisions. These decisions determine ultimately determine the outcomes of the organization.
Capital Markets Work
We do the work needed by companies to better tap debt and equity capital markets – by working to better align the organisation with what capital markets investors are looking for. We often begin working at an early stage – in some cases one to two years before the company will go to the capital markets for large or complex transaction types. We cover equity – from venture capital to private equity to IPOs, and debt – from private credit to corporate bonds to securitization.
Examples of work
- Capital strategy – we work on getting to the right corporate finance strategy for the firm – including the amounts and types of debt and equity that will best serve the company.
- Business – capital markets alignment. We work on mapping what each of the company’s investor types are looking for, and we work on helping to change the business where appropriate to better match capital market demand.
- Investor relations – we work to identify target new investors, to arrange meetings with those investors, and to build relationships with existing investors.
- Investment bank selection and management – we do the work to identify the best investment banks for companies’ needs. This includes the bulge bracket investment banks, but also regional and specialist investment banks with specific skill sets and investor bases. We help arrange Request for Proposal processes, negotiate fees and mandate letter terms, and act as a member of our client’s team during the deal.
Examples of deliverables
- Capital strategy options presentations for leadership to make decisions.
- “Living” Investor consideration documents – presentations covering all the items that investors will consider when investing in the company – which forms a central document for senior leadership to keep updated. This document drives a lot of the company’s decision making, targets, strategic changes, and operational changes over time.
- Investor target lists with prioritization and outreach playbook. Investor meetings and roadshows with new investors.
- Investment bank selection analysis presentations, and meetings with investment banks.
Marketing & Sales Work
We do work needed to improve marketing and sales outcomes for companies.
Examples of work
- Marketing and brand strategy – we do the work to identify customer segments, customer psychology, brand positioning, and product positioning.
- Branding – we work to develop their branding.
- Creative campaigns – we develop marketing campaigns for companies.
- Digital and social marketing – we run digital and social marketing campaigns.
- Sales strategy and processes – we develop sales strategy and processes to improve companies’ sales outcomes.
- Sales work – we provide a sales team to contact new customers and to sell your product.
Examples of deliverables
- Marketing and sales strategy options for management to make decisions.
- New brand creation – with new brand assets and a brand guidelines document.
- New creative campaigns for deployment.
- Sales playbooks, software implementation, KPI dashboards.
- Direct sales – new client deals.
Technology Work
We do the work needed to make good decisions about technology and to implement those decisions. This ranges from understanding business model critical technology changes like AI, to picking the best software for operations, to developing custom software.
Examples of work
- Technological disruption strategy and roadmaps – we do the work to help understand new technologies and how they will impact the business.
- Vendor selection and procurement – we identify and analyze the software options available in the market.
- Software development – we develop custom software for companies – from websites to customer-facing web applications to internal systems.
Examples of deliverables
- Disruptive technology strategy presentations – with strategic response options to help management make decisions.
- Vendor selection presentations – outlining the considerations and costs for each option.
- Custom built websites and customer-facing web applications.
- Custom built internal systems.