More on our Services

Business Transformation
M&A
IPO Readiness
Exit Planning
Organizational Design
DEI
ESG
Data Security

Business Transformation

Changing and adapting in response to changing market conditions and business goals is part of the business life cycle. Change often impacts people, processes and technology. Facilitating change requires a range of CXO skills. We help support the change process from designing the “Change Roadmap” to assessments of people, processes and technology and the development and oversight of individual change missions dovetailing into the business vision.

Mergers & Acquisitions (“M&A”)

Our professionals are experienced in acquisition target identification; preliminary due diligence; pre-acquisition due diligence; quality of earnings reviews; systems assessments for post acquisition integration; and post acquisition integration.

Diversity, Equity & Inclusion (“DEI”)

DEI encompasses  policies and programs that promote the representation and participation in an equitable and inclusive manner,  different groups of individuals, including people of different ages, races and ethnicities, abilities and disabilities, genders, religions, cultures and sexual orientations. We can help assess, enhance or design programs foster and monitor progress on DEI.

IPO Readiness

Preparation for an IPO or transaction for optimal pricing generally requires 12-18 months of effort. Management focus on completing this internally often takes effort from business growth impacting valuations. Our teams can help prepare your business for the best valuation by identifying and shepherding needed changes and documentation.

Organizational Design

This is the process of aligning the people structure of a business with its objectives to improve efficiency and effectiveness.

Exit Planning

Businesses owners often consider Exit Planning. When do they sell the business? How do they sell it? What kind of terms can they expect? We help you consider the type of Exit that best meets your needs and connect you to the right partners to complete the Exit. We also help position your business to realize optimal value from a prospective buyer or investor.

Data Security

Data security encompasses hardware, software and people in the protection abd availability of digital information and processes from unauthorized access, corruption, or theft. We offer various levels of assessment from Governance to Penetration and other Testing and training programs.

Environmental, Social & Governance

ESG is part of risk management. Increasingly Investors are applying ESG in their analysis to identify material risks and opportunities. One common aspect of this an assessment of sustainability. We can help you craft goals, assess risks and opportunities, develop an ESG framework, build a team and process to measure and report progress.