SECTORS

Private Equity & Small Business

  • Business Plans

    • Go to Market Plan

    • Financial forecast & break-even analysis

    • Scenario modeling

    • Reduce start-up costs

    • Challenge key assumptions

  • Financing

    • Investor pitch deck

    • Investment structure

    • Investor outreach

  • Operating Partner

    • Interim COO or similar role for the business during a critical growth phase or due to an unexpected event​

    • Advisor to CEO & senior team

    • Integrate a merger or acquisition

    • Lead a spin-off or divestiture