Customer-Centric Growth
Our north star is enabling companies to serve their customer base with a "whole solution". Its nearly impossible for any company to go it alone and deliver a whole solution to customers. Even the largest technology companies in the world need integrations and partners.
We help you formulate ground-breaking "product unit economics" and competitive positioning strategies, establish revenue generating partnerships, build corporate development muscle, and execute fundraising and M&A processes. At some point in your journey you will undoubtedly be engaging in sell-side M&A - and if you've engaged the ecosystem correctly, you will achieve an optimal exit. We've architected these outcomes and know what it takes.
We take on full-time and fractional management roles like CFO, CMO, Chief Strategy Officer, Head of Partnerships, Head of Corporate Development, or simply "M&A Advisor". See below for some of our standard playbooks.
Our Playbooks
M&A Advisory
With over 50 M&A deals completed as decision makers and process owners, we are experts in M&A. We help companies acquire other companies as well as selling at the right time. Core to our approach is to align your product strengths with both buyers and sellers to maximize revenue and cost synergies as part of the M&A negotiation and structuring process. We're not just trying to transact, we are aiming for the optimal timing in terms of your scale and "fit" with third parties.
Fractional CFO: Managing Fundraising and M&A
If you're going to embark on any kind of institutional fundraise (think venture capital and private equity) - or seeking to engage sellers or buyers in M&A discussions, you need to be ready for institutional-level diligence. This often means having a continuously accurate and up-to-date pitch deck, historical KPIs, a complete data room and a world of venture capital, corporate VC, private equity and debt partner contacts. As with anything, execution of a well-planned process is mandatory.
Establish or Upgrade your Corporate Development Org
If you are looking to establish a world-class corporate development function, we can get you started quickly for a fixed fee. We offer an out-of-the-box project that aligns your Board, management, and functional teams on how to carry out innovation, partnerships, and M&A.
As part of this project, we conduct a series of workshops where you are left with a customized framework for making streamlined decisions on new product investments, partnerships, buy-side M&A and M&A exits - along with templates and playbooks to guide the team.
Undiscovered Insights: Customers, Competitors & Acquisitions
Using our in-house AI-powered deals platform and tapping our expert network, we provide a fresh perspective on markets and sub-sectors, customer buying behaviors, competitive landscape, growth outlook, and more. The approach is often used in value proposition validation, competitive strategy, buy vs. partner vs. build decision-making, M&A deal origination, and other types of investment decisions.
Growth Strategy - Alignment
Our approach to strategy is based on an alignment between your Board, management team and key investors in understanding your customers’ priorities, and the competitive market dynamics around establishing sustainable growth. We affirm, adjust, and optimize your existing corporate strategy around key growth levers, incorporating both organic and inorganic growth scenarios, and determining investment needs for each. That sets the stage for corporate development to execute against its corporate goals and put the strategy into action.
Growth Strategy - Formulation
In some cases, the corporate strategy is not clear, and needs to be formulated. Through a series of workshops, we coalesce your ideas and perform external research to develop a sustainable growth strategy. As part of this, we define the key growth levers, incorporating both organic and inorganic growth scenarios, and determining investment needs for each. That sets the stage for corporate development to execute against its corporate goals, and keep other teams in the loop as needed.
On-going Corporate Development as a Service
Once there's a framework for regular strategy and corporate development cadence, our unique offering and talent base allow us to plug into your corporate development function as fractional, interim, or full-time resources. We become part of your team, not an independent firm with conflicts of interest and regulatory hurdles, enabling us to roll up our sleeves and work on your behalf.