Expedited Growth Plans

Guided a cloud-based enterprise mobility solutions company on a three-year growth plan including product/technology strategy, management structure, and staffing, making Inc. 500’s list of fastest growing private companies in America.

Corporate strategy and messaging

Worked with the founders of a cyber security company overall corporate strategy and messaging. Over a three-year period, we helped with board and management structure and build out, consideration for various strategic alternatives, and review of product roadmaps, corporate branding and messaging. The ultimate success in this engagement was a record-funding round for a tech company of $250 million.

“One instance that sticks out in my mind is helping an enterprise-class cloud company developing a plan for their upcoming IPO that transitioned into a bidding war resulting in billion-dollar sales price. That’s the kind of thing we can do by leveraging the incredible experience of this team.”
-Michael Capellas

IPO Strategy and Support

Advised a San-Francisco-based software company that provides integration software for connection applications, data and services on strategic alternatives, marketing/messaging and board creation in preparation and anticipation of their IPO.  Continued to support them through their IPO and ultimate sale for over $5 billion dollars at 16 times revenue.

Global Banking Strategy

Designed a digital strategy for a global bank that resulted in the creation of a new product development structure and increased new product time-to-market.

Fortune 500 Consulting

Advised several Fortune 500 companies on creative new development approaches including spin-outs and regional development hubs.

Technology Sector Success

We have extensive experience in technology diligence across over 30 take-private transactions including an outside-in-approach, product line and management review with a rapid deployment team of subject-matter experts.

We pride ourselves in the work we do.

In addition to the cases above we've also:

  • Designed a digital strategy for a global bank that resulted in the creation of new product development structure and increased new product time to market
  • Advised several Fortune 500 companies on creative new development approaches including spinouts and regional development hubs.
  • Extensive experience in technology diligence across over 30 take private transactions including an outside-in-approach, product line and management review with a rapid deployment team of subject-matter experts.