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We support corporates on strategic issues, control investors in all stages of the investment process, and both on matters pertaining to governance and communications.

Operating and Financial

Strategic opportunities assessment; business planning; financial advisory support including financial statement modeling and scenario analyses; capital allocation and operating return assessments; restructurings and workouts.

Prior projects include extensive operating and financial restructuring of a $100+ billion, US-based mutual fund company; launch and strategic positioning of a multi-billion dollar, publicly traded healthcare spin-off.

Governance & Communications

C-Suite and board advice on all aspects of corporate governance to improve overall resilience; assist with external and internal communication strategies to support and reinforce shareholder engagement, strategic initiatives, corporate actions, and crisis management; activist defense strategies, including response tactics.

Projects include governance overhaul for a global auction house; activist defense preparation for publicly traded security company; corporate positioning to craft appropriate shareholder base for a publicly traded biopharmaceutical spin-off.

Private Equity and

Target identification; due diligence support; valuation analysis; post-transaction operating and financial advisory support; exit strategies, including transaction-related counsel.

Previous engagements include public and private companies in financial services (e.g., asset and wealth management), healthcare (e.g., biopharma and healthtech), and other services-related industries in the US and overseas.

Sustainability and
Diversity, Equity & Inclusion

Issues and opportunities assessments specific to sustainability-related actions and disclosures; advise boards, management, and investors on issues pertaining to DE&I; analysis of global trends in sustainability, including implications for corporates and investors.

Led operations of a sustainability-focused consultancy and media company; advisor to leading DE&I think tank at Northwestern University; contributor to executive education program utilized by a leading academic/consultant in the fields of sustainability and DE&I.

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