We support corporates on strategic alternatives, control investors in all stages of their due diligence, and both on matters pertaining to DEI and sustainability.

Business
Strategy

Strategic opportunities assessment; general business planning and strategy; restructurings and workouts.

Projects include launch and operation of a boutique hedge fund; extensive restructuring of a $100+ billion US-based mutual fund company; and, launch and strategic positioning of a multi-billion dollar, publicly traded healthcare spin-off.

Risk &
Resilience

Identification and assessment of direct and lateral risks; organizational resilience, including analysis of structural, cultural, compliance, and IT/cyber-related issues.

Projects include wide-ranging compliance and governance revamp for a global auction house; redesign and rebuild of the trading desk architecture for an institutional asset management company; broad based support in the restructuring of a private heatlhtech company,

Financial
Strategy

General financial advisory support including financial statement modeling and scenario analyses, as well as capital allocation and operating return assessments.

Variety of engagements including working with start-ups to mature, multi-billion dollar enterprises - public and private - across an array industries both in the US and overseas.

Sustainability & Responsibility

Understanding the issues, trends, options, and opportunities when dealing with ESG-related regulations; investor expectations regarding environmental disclosures and actions; communication and engagement strategies with relevant stakeholders.

Oversaw operations of an ESG-focused consultancy/media company; other projects span an array of industries and include advising for-profit & not-for-profit investment committees.

M&A and
Private Equity

Target identification; due diligence support; valuation analysis; post- transaction counsel, including service as a board member; sale strategies and positioning.

Previous engagements include companies in financial services, healthcare, and other services-related industries in the US and overseas; active "angel" investor in early stage companies.

Diversity, Equity & Inclusion

Advising boards, C-level execs, and investors on issues pertaining to DE&I including actions and communications expected by key stakeholders; analysis and assessment of trends in the US and overseas, as well as the implications for corporates and investors.

Advisor to Center for the Study of Diversity and Democracy at Northwestern University; contributor to executive education lesson materials used by a leading academic/consultant in the field.